How to work with the Assessment tool
Creating Assessments/Reassessments in the system:
- How to add an Assessment from the Assessments section
- How to add a Reassessment from the Assessments section
How to edit the reassessment treatment period:
- How to edit the Reassessment Treatment Period
How to work with Assessment/Reassessment sessions:
- How to Add Assessment/Reassessment Observations from the Calendar
- How to edit Assessment or Reassessment Sessions
How to work with Assessments/Reassessment reports:
- How to work with Assessments/Reassessments
- How to work with Assessments/Reassessments graphs
- How to Add the "Assessment Conducted" Section to an Assessment/Reassessment Report
How to sign Assessments and Reassessments
- How to sign Assessment or Reassessment
How to download Assessments and Reassessments
- How to download Assessment or Reassessment
How to delete Assessments and Reassessments
- How to delete Assessment or Reassessment
How to add or remove analysts from Assessments and Reassessments (administrators only)
- How to add/remove analysts from Assessment or Reassessment
Creating Assessments/Reassessments in the system:
Use these guides to create a new assessment or reassessment for a client, ensuring you can capture all necessary clinical information.
How to add an Assessment from the Assessments section:
Learn how to start an assessment directly from the Assessments section:
- How to add an Assessment from the Assessments section
- How to add a Reassessment from the Assessments section
How to edit the reassessment treatment period:
Follow these steps to adjust the start or end dates of the treatment period so your plan matches the client’s authorization and clinical schedule.
How to work with Assessment/Reassessment sessions:
Discover how to create an assessment or reassessment session right from the Calendar, and link sessions and observations to the correct treatment period.
Modify session details within the assessments and reassessments observations:
How to work with Assessments/Reassessment reports:
Explore all the essential actions you can take to manage and maintain assessments effectively.
Use this guide to work with Assessment and Reassessment graphs.
Use this guide as a reference to add and manage assessments conducted for each behavior treatment plan.
How to sign Assessments/Reassessments:
See how to complete the signing process so assessments meet compliance and documentation standards.
How to download Assessments/Reassessments:
Learn how to export a finalized assessment or reassessment as a downloadable file.
How to delete Assessments/Reassessments:
Find out how to remove an assessment or reassessment from the system when it is necessary.
How to add or remove analysts from Assessments/Reassessments (administrators only)
Learn how administrators can manage analyst assignments within an assessment or reassessment, ensuring that the appropriate team members have access to edit the report.