Schedules
The Schedules page shows patients all the assessments their healthcare providers have set up for them — what evaluations they need to complete, how often, and when the next one is due. Patients can't create or modify schedules themselves (only clinicians can do that), but this page gives them full visibility into their assessment timeline.
Navigate to Schedules in the left sidebar.
Schedule list
The page displays active schedules in a list format. Each schedule row shows:
Evaluation name and icon — the assessment the patient needs to complete, displayed with the evaluation's icon for easy visual identification.
Provider name — the healthcare organization that created the schedule, shown below the evaluation name (for example, "General Hospital").
Repeat frequency — how often the evaluation recurs, displayed as a human-readable phrase like "Repeats every day," "Repeats every week," or "Repeats every month."
Next — the date of the next scheduled occurrence. This tells the patient when their next assessment is due.
Total — the cumulative number of results the patient has submitted for this schedule. This helps patients track their progress, especially for protocols that require a specific number of completions (like "12 weekly assessments for a research study").
Ends — when the schedule will stop. "Never" means the schedule runs indefinitely until a clinician archives it. A specific date means the schedule has a defined endpoint.
Completed schedules
Below the active schedule list, a Show Completed link expands to reveal schedules that have finished — either because they reached their end date, hit their target number of completions, or were archived by the clinician. Completed schedules show the same columns as active ones but with past dates, giving patients a historical record of all assessment programs they've participated in.
This is useful for patients in research studies who want to confirm their protocol is complete, or for patients reviewing their participation history before a follow-up appointment.
Starting an evaluation from a schedule
Patients typically complete scheduled evaluations from the Today dashboard, where due assessments appear as actionable cards. The Schedules page is primarily informational — it shows the timeline and progress but doesn't include a direct "Complete now" button. To complete an assessment, patients go to Today and click the evaluation that's due.
How schedules appear on the Today page
When a schedule's next occurrence date matches today, the evaluation appears as a card on the Today dashboard. The daily frequency configured by the clinician determines how many completion slots appear (one for once daily, four for four times daily). As the patient completes each slot, the schedule's total count increments and the next occurrence date advances.
This relationship between the Schedules page and the Today dashboard is the core workflow of the patient portal: schedules define the timeline, and the Today page surfaces what needs attention right now.
Schedule notifications
When a scheduled assessment becomes due, the system can send the patient a notification through their configured communication method — email or SMS. The notification includes a secure link that takes the patient directly to the evaluation, bypassing the need to log in and navigate to the correct assessment.
Whether a patient receives notifications depends on the communication method their provider configured when creating the schedule. Patients can manage their notification preferences from the My Account page.
Understanding schedule frequency and totals
The relationship between frequency, total completions, and end conditions helps patients understand their assessment commitment. A schedule showing "Repeats every day" with an end of "Never" and a total of "47" tells the patient they've been completing daily assessments for about seven weeks with no fixed end date. A schedule showing "Repeats every week" ending after "12 results" with a total of "8" tells the patient they're two-thirds through a fixed-length program.
These details help patients plan their time and stay motivated — especially during long-term monitoring programs where seeing cumulative progress can reinforce adherence.
How schedule reminders are delivered
Behind the scenes, a background process periodically scans all active schedules looking for assessments that have become due — specifically, schedules where the next assessment start date has arrived. When it finds due schedules, it generates reminder notifications and sends them through the patient's configured communication channel.
The system is timezone-aware: reminders are only sent after 6:00 AM in the schedule's configured timezone. This prevents patients from receiving assessment reminders in the middle of the night, even if the technical due date crosses midnight in a different timezone.
To avoid flooding patients with duplicate messages, the system checks whether a reminder was already sent for the current day and communication channel. If a reminder was already delivered today for a given schedule, it won't send another one — even if the background scan runs multiple times.
Patients who have opted out of a specific communication channel (email or SMS) are silently skipped. The assessment still appears on the Today dashboard when the patient logs in, but no proactive notification is sent through the opted-out channel. This respects patient preferences while ensuring the evaluation remains accessible through the portal.