Assessment Client Portal Guide

Welcome to our guide to accessing and getting the most from our industry-leading online portal. The system was designed with our clients, support professionals, and budget holders in mind to make your support experience as smooth as possible.   

1. How to login

This section is here to help you find your way to our site and access your account so you can track your diagnostic assessment booking.

Just follow our step-by-step guide below:

Login Screen
Login screen
  • Once you are on this page, please enter in the email that you gave us into the username box.
  • After, click on the password section and fill it in using the one-time password you were sent by us, or the password you set if you have logged in previously. If you are on your personal device you may want to select remember me, this will stop you from having to enter your details every time. (please note you should only do this on your personal devices that only you access for security reasons).
  • Click to login and you will be taken through to your account.  

2. Account set up

Once you have logged in for the first time you will be taken to a series of set up screens. This section will help guide you through these screens so that your account is set up and ready to go. The set up needs to be completed in order access your account and start your support.

Account setup page

2a. Password

The first step of the account set up is changing your password to one of your choosing. This is handy if you want to change the autogenerated password we give you to something you will remember, or just fancy a change. Follow the instructions below to do this: 

  • In the current password section enter the password that you used to log in (your current password).
  • Next select the password section below and enter what you would like your new password to be (make sure it’s something you will remember)Once this has been filled, click continue. Your password has now successfully been changed.
Checklist
Checklist

2b. Background information checklist

This information is needed to get your diagnostic assessment in place, please ensure you read everything here carefully and answer these to the best of your ability. 

This page has 9 tabs you can see towards the top of the screen (under background information checklist). Each tab is for a different set of questions which will need to be filled in. The first tab is around your personal information, if you see this then you are in the right place.  

Once you have completed one section click the next tab in line to move on. Some of these questions may appear to repeat themselves but they are all equally important and need to be filled in. 

If you are struggling with what a question is asking, please contact the team for help. 

Once all sections have been completed, please select next, this will save the questionnaire and give access to your account. Your questionnaire will be treated with confidentiality and will only be shared with your explicit approval. 

Checklist Tabs
Checklist tabs
Welcome Pack Signing
Welcome pack signing

2c. Welcome pack

This information is needed to get your diagnostic assessment in place, please ensure you read everything here carefully and answer these to the best of your ability. 

Signatures

Once you have had your assessment you will need to review and approve them. These should be signed within 48 Hours of the session taking place. To do this you need to use single sign.  

Single Sign

To use single sign you navigate to recent sessions and find the session you would like to sign. Then click the three dots, this will take you to the session information and summary. Make sure that the dates and times match. Last either draw your signature in the grey box or click used stored signature and then click sign. 

3. Viewing sessions

Once your account is up and running and you will be able to view your assessment booking. There are two ways to view this; list view and Calander view. 

Calendar view
Calendar view

3a. Calendar View

Calendar view is what is on the home page of your account when you login. This allows you to see all booked sessions across the months. 

To navigate between each month, select the arrows in the top right corner. Each time you select an arrow it will move one month in the direction chosen. Back arrow will take you back to the previous month. Forward arrow will take you to the next month.  

If you are on a future or past month and want to be taken to today’s date select the today button between the arrows and you will be brought back.

List view
List view

3b. List View

This will show all your sessions in the form of a list, detailing the dates, time, and the support professional.  

To navigate to the list view, select the recent sessions tab towards the top of the page. In the upper left-hand corner, you will see a box saying all, if you select this you can filter to only see certain sessions.  

3c. How to view and download Diagnostic report 

Once your assessment has been completed and the assessor has finished the report, this will be uploaded to the user files tab on your profile.  Click the three dots on the right-hand side to download and review your assessment report.  

If you have any problems or questions about your report, you can contact the team, and they will help you resolve it. 

Need more help?

The team are here to support you as and when needed. Please do not hesitate to contact us via the link below.

Daryl and Rhiannon CEOs of Inclusivity Group

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We want our website to be as accessible as possible, so our team is busily editing a BSL video for this section.