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Step 1a – Register to use InHomeScreening.com
1) Click “Register”

Click the “Register Account” button at the bottom of the page. You will receive an
introduction email with your log-on details
Step 1b – Register to use InHomeScreening.com
2) Fill in Information

Step 2 – How to log-in
3) We automatically create 3 users for you to use:
•Admin: Used to setup your account
•Site Admin: Used to administer a specific site
•Interviewer: Allowed to conduct interviews
2) Click “Sign In”
1) Enter in the information provided in the
“Introduction Email”.

Step 3 – How to reset your password
After you enter your Password the first time, you will be asked
to reset your password to one you choose.
Enter your new password twice and click
the “Reset Password” button

Step 4 – Completing End User License Agreement
At the end of the
End User Licensing
Agreement, you
will need to click
either the “Accept”
or “Decline” button
to continue.

Step 5 – The InHomeScreening.com website
You go here to create
custom note templates
To see information about
your current patient
To conduct an Interview
To send an Interview to
a patients email address
To search for one of
your patients
To set user options
for your account
To logoff your account.
To see your
user informationTo run custom reports
At the top of every screen, these icons known as the
‘Control Panel’ will help navigate through the site:

Step 6 – How to “Add a User” (Admin. Only)
1) Click “Users”
2) Click “Add User”
3) Fill in Information
4) Click “Save User”

Step 7 – How to “Add a Patient”
1) Click “Patients”
2) Click “Add Patient”
(3) Patient number,
Gender, and Race are
mandatory. Other
patient information is
optional.
4) Click “Save Patient”

Step 8 – How to set the “Current Patient”
Most panels show data specifically related to the
“Current Patient “.
1) Click on “Patients”
(2) - Click on the “check” of the
patient that you want to set as the
“Current Patient”
(3) – Click
“Current Patient”

Step 9a - How to send an email to a patient
1) Click “Email Interview”
2) - Verify email information
is correct, select custom
format, etc.
3) Click “Email Interview”

Step 9b - How to send an email to a patient
The link in the email is already
coded with relevant information,
so all they do is click the link and
take the assessment.
The assessment results are
sent directly to you – the
patient NEVER sees the results.
4) – The email has been sent,
the patient clicks “here” to
begin interview.

Step 10 – How to Buy Assessments
Placing your first order:
There are several options available for creating your first order!
+ Call with a credit card number (this will be automated soon)
+ Pay by check, if you scan the check and send us a copy we will
credit your account the same day!
+ Pay by Purchase Order, again, once you send us a copy of the P.O.
we will fund your account the same day

Step 11 – Keeping Track of Your Available Balance
The system administrator can track the remaining balance by looking
at the progress bar in the “Account Status” section. It will always show
real-time balance percentage, total balance purchased and remaining
amount available.

Please note: You will never be in a position where you cannot conduct interviews, ever! If
your funding runs out you can still deliver the chosen assessment but in order to review the
data you will need to recharge your account. As you can see from the below screen capture
the first 4 assessment give you the option of viewing the data in HTML or PDF. For those that
are conducted after your funding has expired an “exclamation point” shows up next to the
results.
Contact your system administrator and we can typically resolve this in a matter of a few
hours and NO DATA will ever be lost.
Step 12 – Running Assessments without Credits
The “!” means you
have run
out of credits.

Step 13a – Navigating the Interview (Clinician View)
When conducted by
clinician select, “Clinician
Rater”

Step 13b – Navigating the Interview (Patient View)
When conducted by
patient select, “Patient
Rater”

Step 13c – Navigating the Interview (Clinician View)

Step 13d – Navigating the Interview (Clinician View)

Step 14 – How to view the Results of an Interview
1) - Click “Current
Patient”
2) - Click “Interviews
Conducted”
Review Results in PDF format
Review Results Online

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Software users guide 2 19 15

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