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How do I use the Materials Assistant?
How do I use the Materials Assistant?
Katie avatar
Written by Katie
Updated over 3 months ago

The Materials Assistant will help you to easily locate materials for your caseload with the click of a button! This tool works in tandem with the Therapy Plans Assistant, but provides different recommendations. Here's how to use it:

If you haven't taken the quick two question quiz (using the Therapy Plan Assistant), head to the All Materials tab. Then, click on the Materials Assistant button.

You'll be asked two quick questions about your caseload that will help us to customize recommendations for you. You'll now be able to choose a category of materials from the "Recommendations" dropdown!

If you have already taken the quiz using the Therapy Plans Assistant, you can head right to the Recommendations dropdown on the All Materials tab to select a category!

If you would like to modify your results, click the Materials Assistant button to re-take the quiz and either add to or replace your current results. These changes will also be reflected in your Therapy Plans recommendations.

Want to learn more about Therapy Plan recommendations?

Here's an article that will walk you through the Therapy Plans Assistant feature.

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