Appointments

When your provider sends you a survey or test mid-visit

How the in-call surveys, screeners, and attention tests work — what to do when one pops up, how the queue works, and what your provider sees while you answer.

Updated: Updated April 21, 2026
Reading time: 4 min read
Tags: telehealthsurveyphq-9cognitivein-visit

Sometimes during a video visit your provider will push a small task to your screen — a depression screen, an alcohol-use questionnaire, or a focus test. The task opens beside the call (or full-screen on phone) and your provider sees your progress in real time. Here is what you can expect.

What it looks like

Dr. Mehta sent you

PHQ-9 Depression Screen

−

Question 3 of 9

Trouble falling or staying asleep, or sleeping too much

Not at all0

Several days1

More than half the days2

Patient view: PHQ-9 docked beside the call. The header names the sender; the body holds one question at a time.

On a laptop the task opens in a panel next to your provider — the call keeps running, you can still hear them. On a phone the task takes over the screen and a small dark return-to-call pill stays at the top so one tap brings the call back. The header always shows who sent it ("Dr. Mehta sent you") so you know it is your provider, not a marketing prompt.

When more than one task is sent

1 of 21 more after this

PHQ-9 · in progress

Q3 / 9

Up next - GAD-7 (anxiety screen)

Two queued widgets - the patient sees "1 of 2" and the next one auto-promotes when this one closes

Your provider can queue several tasks back-to-back. You will see a small 1 of 2 chip at the top of the panel and a hint about what is next ("1 more after this — GAD-7"). Finish the current one and the next promotes automatically; nothing is lost if you close the panel and reopen it.

Cognitive tests (focus mode)

Press SPACE unless you see X

Block 3 of 6

Cognitive test in focus mode - your provider shrinks to a corner tile, you concentrate on the letter

For attention tests like Conners CPT 3 or T.O.V.A. the panel goes full-screen and your provider shrinks to a small video tile in the corner. The instructions tell you which key (or on-screen tap target) to use; the test measures your reaction time on every trial. Your provider stays available — they just do not talk during the test so you can focus.

Privacy of what you type or tap

Your answers go straight into your visit record, encrypted at rest. The video call never sees your screen, your keystrokes, or your touches. Your provider sees a partial score as you go ("Score so far: 6") so they can react in real time, but the per-question detail only writes to the chart on submit.

Closing or pausing a task

If you need a moment, tap the close (X) icon — the task ends and your provider is notified. If you only want to put it aside, tap minimize: the panel collapses to a small chip ("Open widget") on screen. Reopen it any time and you resume on the same question.

Frequently asked questions

Can I refuse?

Yes — tap the close icon and the task is dismissed. Your provider sees the dismissal and can talk to you about what they were trying to learn.

Will my answers go to my insurance?

No. Survey and test results live inside your medical record. They are visible to your care team and to you. Insurance only sees them if your provider explicitly includes them in a visit note for billing — and even then, only the score, not the per-question answers.

My internet dropped — did I lose my answers?

No. Each answer is saved as you tap it, not all at once at the end. When the call reconnects, you resume on the question you were on.

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