Sharing results with patients and referrers

The ways to get an assessment in front of someone outside the clinic, from PDF and CSV export to emailing a secure link straight to the patient, and the PHI rules that govern who receives what.

Updated October 15, 2026

An assessment is only useful if the right people can see it. ForceIQ gives you a few ways to share results outside the clinic, each suited to a different recipient.

PDF report

The most common way to share is the PDF report. From a session or the report screen, choose the sections and units you want, then download a landscape PDF carrying your clinic branding, the torque-time curve, the metric table, the trends, and any notes. Each metric is named in plain words with its technical name beside it, and you can print a second unit (force beside torque, for example) for a referrer who works in kilograms. The interpretation notes (sample rate, a possible tare problem, limb weight) are left out by default, since they read as faults to a patient; turn them on when the reader is another clinician. A PDF is self-contained, so you can hand it to a patient, attach it to a referral, or drop it into an EMR.

From the report screen you can send the report to the patient without leaving the app. ForceIQ sends a secure link to the email address on the patient's profile; you cannot enter a different recipient, and you confirm each time that the patient agreed to email delivery. The link expires after 48 hours, so a forwarded message does not stay live indefinitely. For a referring provider, download the PDF and send it through your usual secure channel.

CSV export

When the recipient wants the underlying numbers rather than a formatted report, export CSV. Two shapes are available:

  • Wide format puts one row per assessment date and limb, with metrics across the columns. This is the friendlier shape for a quick spreadsheet review.
  • Long format puts one row per metric, which is the shape most analysis tools and statisticians prefer.

The PHI rules that govern sharing

By default, everything you share identifies the patient by their de-identified code, not their name. Reports, exports, and emailed links all follow that default, so a report is safe to share without exposing identity unless you deliberately include more.

The PDF and the CSV exports identify the patient by code only, even when your clinic has enabled PHI fields. Clinical notes, if you include them in a PDF, are health information. The copied EMR summary is the exception: with PHI enabled it includes the patient's name, so paste it only into the patient's record. A report is still health information about a person you can identify, so send it only to the intended recipient, and prefer the emailed secure link to an attachment where you can. The link expires and points back to the controlled report rather than scattering a file.

When in doubt, share the de-identified version. The patient code plus the metrics is enough for almost every clinical conversation.

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