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A client hasn't completed their initial self-assessment questionnaire

What to do if a client hasn't completed their self-assessment, or shared their address, contact details or GP details

Sophie-Claire avatar
Written by Sophie-Claire
Updated over 5 months ago

If a new client has not completed the initial self-assessment questionnaire in their Dashboard, or if you need further information or clarification from a client, you can contact them using the contact details listed on the client's page in your Dashboard.

We would recommend that you reach out by SMS and email (if the client has provided both of these details), as emails can be very easily missed or be diverted to the junk folder.

Clients are asked to provide their home address and GP details (if they have provided consent for their GP to be contacted) as part of the self-assessment questionnaire. The client will need to complete the questionnaire in their Dashboard for the Therapist to be able to view this information.

If a client is having any difficulties accessing their account to complete their self-assessment questionnaire, please let the team know so we can resolve the issue.


If a client hasn't provided the information requested that is necessary for an Initial Session to safely take place, please inform the client that their session can only go ahead if you receive the information requested. 

You can also advise the Harley Therapy team via the live chat or by emailing [email protected]. If you have not heard back from the client, we can reach out to them to see if we are able to receive a response. We would also be able to cancel the booking for you if the Session cannot go ahead. 


We have an article here with more information on what to do if you are not the best fit for a client's needs, or if they would be better helped by a therapist with different experience or training.

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