How to conduct assessments on Kochi
Practical guidance for assessors: preparation, documentation, collaborative goal-setting, and how to keep recommendations traceable inside the platform.
Kochi gives you structured templates, attachment support, and a shared timeline with the client so nothing important lives only in email threads.
Before the session
Review the client profile, prior devices, and intake notes. Confirm visit logistics or remote-meeting links early so the first minutes of the appointment stay focused on clinical questions.
During and after documentation
Capture functional goals in the client’s own words when possible; that language helps merchants understand why a recommendation matters.
Close each assessment with explicit next steps—who orders trials, who follows up on funding, and what the client should watch for during adaptation weeks.
Continue reading
Assessments
How to book an assessment
Request an appointment with a certified assessor from your dashboard, prepare the right information, and understand what happens after you submit a booking request.
Purchasing
Purchasing products on behalf of clients
When assessors may initiate or co-manage purchases, how consent and transparency should work, and how to stay aligned with client autonomy.