Actevate Training - How to Complete an EAP Questionnaire (an EAP Client's Task)

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


  1. Check Email Inbox:
    Once a questionnaire is assigned to a client, a notification will be sent to the client’s email or phone (text).

  2. Access the Questionnaire:
    Click on the link provided in the notification email.
    Screen Shot 2023-08-18 at 5.37.52 pm

Video Demo

  1. Complete the Assignment:
    Click the “Complete” button, answer the questions, and submit your responses.