How to work with the Assessment tool. Quick guide


On this page:

  1. You can add Assessments/Reassessments in the system like this:
  • How to add an Assessment from the Assessments section
  • How to add a Reassessment from the Assessments section
  • How to Add Assessment/Reassessment Observations from the Calendar
  1. Once created, you can edit the treatment period as follows:
  • How to edit the Reassessment Treatment Period
  1. You will also be able to edit the sessions:
  • How to edit Assessment or Reassessment Sessions
  1. Here's how you can work with our Assessments tool:
  • How to work with Assessments/Reassessments
  • Guide to Adding the "Assessment Conducted" Section to an Assessment/Reassessment Report in ABA Matrix
  1. How to sign Assessment or Reassessment
  • How to sign Assessment or Reassessment
  1. How to download Assessment or Reassessment
  • How to download Assessment or Reassessment
  1. How to delete Assessment or Reassessment
  • How to delete Assessment or Reassessment
  1. How to add/remove analysts from Assessment or Reassessment (Staff only)
  • How to add/remove analysts from Assessment or Reassessment

  1. You can add Assessments/Reassessments in the system following the links below:

  • How to add an Assessment from the Assessments section:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e00016e6a80d1e1d5463

  • How to add a Reassessment from the Assessments section:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e0f4a62a7505fcf36b86

  • How to Add Assessment/Reassessment Observations from the Calendar:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e22116e6a80d1e1d546e


  1. Once created, you can edit the treatment period as follows in the links below:

  • How to edit the Reassessment Treatment Period

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e4b37c359113ce1b0696


  1. You will also be able to edit the sessions:

  • How to edit Assessment or Reassessment Sessions:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e35a7b676f207968962a

  1. Here's how you can work with our Assessments tool:

  • How to work with Assessments/Reassessments:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e52d16e6a80d1e1d5475

  • Guide to Adding the "Assessment Conducted" Section to an Assessment/Reassessment Report in ABA Matrix:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66e99b2dc263c66781ca9fa5

  1. How to sign Assessment or Reassessment:

  • How to sign Assessment or Reassessment:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e4eb7c359113ce1b0698


  1. How to download Assessment or Reassessment:

  • How to download Assessment or Reassessment:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e2e6082392452a079488


  1. How to delete Assessment or Reassessment:

  • How to delete Assessment or Reassessment:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e2b40d7d8616624239c8


  1. How to add/remove analysts from Assessment or Reassessment (Staff only):

  • How to add/remove analysts from Assessment or Reassessment:

https://secure.helpscout.net/docs/63e835aea2557d37b24bd9a0/article/66c8e2617c359113ce1b0690

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