How to Track a Client-Based Measure Using an External Form?

This article explains how to track a client-based measure using an external form.

Note: A Manager or Administrator will need to send you the link to track a client-based measure using an external form. 

To track a client measure through an external form:

1. Paste the link into a browser.
   

   Note: You will see that the fields in the External Measure Form also include First Name, Last Name, and Date of Birth. When you are logged into SureImpact, there is no need to enter the client’s First Name, Last Name, or Date of Birth because you track a Measure from within a client’s record.

   
2. Follow the prompts and enter the measure data. In the above example, you would enter a score from 1 to 5 in the “Food Stability” field.
3. Click Save.