Flow by Flourish

A smarter way to manage assessment workflows, forms and client communication.

Flow by Flourish is a workflow and forms platform designed for psychologists and other clinicians who complete assessment-based work.

It brings your assessment processes together in one place, helping you manage clients, track progress, send forms, automate routine communication and keep on top of outstanding tasks.

Rather than relying on separate spreadsheets, email templates, form platforms and manual reminders, Flow is designed to make the assessment process easier to see, manage and repeat.

What you can do with Flow

• Track clients through your assessment workflow
• Create customised workflow stages and checklists
• Build and send online forms
• Use conditional logic within forms
• Create reusable email templates
• Send emails directly from Flow
• Track outstanding tasks and upcoming assessments
• Manage team members and assign tasks
• Connect Flow with Halaxy
• Link Flow clients with Halaxy patients
• Sync completed forms and attachments to Halaxy
• Create new Halaxy patients directly from Flow

Built for assessment work

Flow was developed around the realities of clinical assessment practice.

It is particularly useful for clinicians completing:

• ADHD assessments
• Autism assessments
• psychoeducational and learning assessments
• cognitive assessments
• neurodevelopmental assessments
• other multi-stage assessment processes

You can customise Flow to suit your own practice rather than having to follow a fixed workflow.

Less admin. More visibility.

Assessment work often involves multiple appointments, questionnaires, collateral information, reports, emails and follow-up tasks.

Flow gives you a clear view of where each client is up to and what still needs to happen next.

Already using Halaxy?

Flow integrates with Halaxy so you can keep your practice management system while using Flow to manage the assessment workflow around it.

Clients can be linked to existing Halaxy patients or created in Halaxy from Flow, and completed forms and attachments can be synced directly to the patient’s Files section.

Explore Flow

Flow by Flourish is provided through a subscription and is not purchased through the Flourish Assessment Resources store.

Select Explore Flow below to view the platform, subscription options and sign-up information.