Curious what your invited clients will see when you assign them a risk questionnaire? We've got you covered! Below is an overview of risk assessment questionnaires, from the client perspective.
Learn how to Assign a Questionnaire to a client, as well as how to Create Risk Questionnaires.
Existing Clients
After a questionnaire has been assigned to a client, that client will receive a pop-up notification the next time they log into their RightCapital plan. This window will display a brief greeting, the introduction that was entered for the questionnaire, and how many questions they need to complete:
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By default, invited clients that are completing a questionnaire via their client portal will not see the score after completing the questionnaire. If you'd like them to be able to see the score, you can choose to share the score with them.
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This will make the score visible from the client side, within the same tab:
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Initial Data Entry
If you opt to include a Risk Questionnaire in the initial data entry process for a client, they will see a "Risk" step in their virtual onboarding template. This step will include a card for each client that has been assigned a questionnaire:
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