When A PHQ-9 Is Required in an Assessment
Table of Contents
The Patient Health Questionnaire (PHQ-9) can be completed via:
- Neo (from the PHQ-9 screen or on paper and then scanned via Medical Records)
- Client Portal
- Staff App
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PHQ-9
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Completing in Neo
If you are completing the PHQ-9 with the client, face-to-face, there are two (2) ways to access the screening.
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Clicking the red, PHQ-9(Adult) button in the Presenting Problems section of the Assessment will generate a new instance of the screening and will load in a separate window right from the screen you're in. ![]() |
OR
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Locate the PHQ-9(Adult) screening in the Client Menu. You will find this listed under the Screenings category of the CCBHC section of the Client Menu. The same is listed under the Screening section of the Clinical category.
You can click the pushpin beside the menu item to pin it to your favorites for quicker access. | |
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Clicking Add PHQ-9(Adult) from this screen will generate a new instance of the screening and will load in a separate window right from the screen you're in. ![]() |
Completing through the Client Portal/Staff App
The PHQ-9 (Adult) screening can be completed electronically using either the Client Portal or the Staff App. This will require you to send out the form electronically via Document Delivery.
| If you are unfamiliar with the process of using Document Delivery to send a document to the Client Portal/Staff App, follow these instructions. |
Refer to the chart below when navigating the screening portion of the Assessment. |

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