How to work with Assessments/Reassessments

This guide provides ideas and instructions on how to work with assessments/reassessments in the system. It explains how to access and navigate the different sections of the assessments, as well as how to use the various tools available to edit customer information. The guide also explains the different types of sections. Overall, this guide is a useful resource for anyone who needs to work with Assessments/Reassessments.

Access the Assessments view

Access the Assessments view and select the Assessment/Reassessment you want to work with:

Assessments/Reassessments sections:

1. Tools bar

Within the report window, various tools are available for editing client information without the need to navigate away.

1.1 Set as Default Configuration:

You can set the template in the current Assessment/Reassessment to be the default one for future reports.

1.2 Change Component's Order:

With this tool, you can change the order of each component within the report, just drag and drop the component in the order you want.

1.3 Skills & Behaviors:

From this tool you will be able to edit the maladaptive behaviors, replacement behaviors & skills acquisition. 

1.4 Data collection:

From this tool, you can edit the data collected according to the permissions given by the administration of your agency. 

Just select the type of graph (maladaptive behaviors, replacement behaviors or skills) and the week you want to edit:

1.5 Competencies:

You will be able to edit the goals and tasks associated with Caregiver and RBT competencies.

1.6 Diagnosis:

You can edit the client's diagnosis.

1.7 Medications:

You can edit the client's medications.

1.8 Interventions:

You can edit the client's interventions.

1.9 Preferences:

You can edit the client's preferences.

1.10 ABC:

You can edit the client's ABC.

1.11 Sessions:

You can edit the observations

1.12 Sign:

The report can be signed.

1.13 Submit:

Once completed, you can submit the report.

3. Index:

You will have an index for better access to each section within the report. By just clicking the section you want to see, you will go directly to that part of the report without scrolling.

3.1 Red alerts:

The red dots with numbers means that specific section has pending work and needs to be edited before submitting the report. The number indicates the amount of pending tasks within the section.

• Summary: when you need to write a summary for the section

3.2 Review and save: when you need to review the autocompleted information and save it.

4. Sections:

4.1 Edit section

Once you are in the section, you need to click the "Edit section" button to be able to edit the section information:

4.2 Remove section

You can delete a section if you don't want it in the report.

4.3 Add section:

You can add other sections if you want, either a new section (Rich text editor) or a previously removed section.

4.4 Previously removed section:

You can add sections that you deleted by mistake or sections that were previously deleted.

4.5 Rich text editor:

You can add a new section, a rich text editor, that basically works like a word document, where you can write, paste graphs, images, tables, etc.

• Add a Rich text editor
• Type a name for the new section
• Save it
• Edit the new section

5. Types of sections

These sections will be auto-populated using information from the clients profile and the work completed in the system. For example:*

• Maladaptive Behaviors Summary: This section is entirely generated by the system using the client information within the treatment period.

These sections gives you several options that you can use according to the plan needs. For example:

• Crisis plan section: This section has several options that you can mark if needed.

• Summary and Recommendations section: This section has several options for you to fill in according to the plan needs.

• Assessments conducted section: Here you can add different assessments:

1. Click Add conducted assessment
2. Select the assessments
3. Add them to the list
4. Then you will see the information

These sections work as rich text editors.