Actevate Training - How to Assign an EAP Questionnaire

Ensure the EAP client has been created and has a booked EAP appointment. For guidance, refer to Actevate Training - How to create a client in Cliniko and Actevate Training - How to Create an EAP Appointment.


  1. Access the Actevate Cliniko portal.

  2. Select the EAP Client:
    Choose the EAP client for whom you want to assign the EAP questionnaire. The available questionnaires can be found in the “Extra Information” area.

Video Demo

  1. Assign the EAP Questionnaire:
    Click the link of the desired questionnaire in the Extra Information area to assign it to your client.