In-visit patient widgets: surveys, screeners, and cognitive tests
Push a PHQ-9, GAD-7, or Conners CPT 3 to the patient mid-call without taking over the visit. Live partial scoring, queue, recall, and direct attach to the chart.
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A clipboard, inside the call
Push PHQ-9, GAD-7, or a Conners CPT 3 to the patient mid-visit. Watch the score arrive in real time. Recall, queue, or stack them up.
Patient widgets let you hand the patient a screener or a structured task from inside the call — without ending the call, without sending a separate link, and without leaving the visit. The widget docks beside the call on the patient side; you watch the score arrive in real time on yours. This article walks through the rail, the queue, what each body type does, and how the result lands in the chart.
Where the rail lives
In the call screen, click Patient widgets on the page header. A side panel slides in with three tabs — Active, Library, History. Active shows what is currently in flight (head + queued). The send button at the top opens the catalog tray.
Sending a survey or test
The catalog tray lists every survey marked available in visit (Settings → Surveys). Pick one and the patient sees it appear immediately. For cognitive tests (Conners CPT 3, T.O.V.A.) the same tray has a separate section — those need create_notes and a provider role because interpretation is a clinical act.
Watching the score in real time
As the patient answers, the active row mirrors the partial score and which question they are on ("Q 3 · Score so far: 6"). You can talk through what you are seeing — useful for the PHQ-9 question 9 (suicidality) where a non-zero answer might warrant a pause and a different conversation. The score updates without a refetch.
Queue + recall + reorder
Push multiple widgets in a row — the patient sees them one at a time with a "1 of N" indicator. Drag a queued item to the head with Move up. Pull a sent widget back with Recall (only works while the patient has not yet completed it). Recalled and dismissed widgets move to History with a reason ("patientdismissed", "providerrecalled", "expired", or "visit_ended").
Cognitive tests (focus mode)
Conners CPT 3 and T.O.V.A. open in focus mode on the patient: the test takes over the screen, your video shrinks to a corner tile, and the instructions remind the patient which key (or on-screen tap) is the response. The runner measures reaction time per trial with performance.now() and ships the per-trial buffer with the final result. Mute your own mic during the test — the patient cannot hear you anyway, and a quiet room gives a cleaner signal.
Where the result lands
A completed survey writes a SurveyResponse linked to the patient and the visit. A completed cognitive test writes a CognitiveTestRun row with aggregate metrics (hits, omissions, commissions, mean RT, RT SD) and the per-trial blob (encrypted). Both are reachable from the visit note via the History tab; an "Add to note" affordance is on the roadmap to staple the score directly into the active note template.
Frequently asked questions
Can clinical staff send screeners?
managesurveys role can push surveys. Cognitive tests are restricted to providers with createnotes because interpretation is a clinical act.What happens if the visit ends with widgets still open?
visit_ended. The patient never sees a stale widget on a closed visit; the rows stay in History so you can revisit what was sent.Are widgets recorded in the chart audit log?
Why do I see "No in-visit surveys available"?
availableinvisit is true. Long intake forms default to false; clinical screens (PHQ-9, GAD-7, AUDIT-C) default to true. Toggle it in Settings → Surveys.