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History Section: Assessments Tab

History Section: Assessments Tab

Click on +Add to start entering assessments information.

 

 

Assessment type is a way of categorizing assessments.   Options may include Psychological Evaluation, Comprehensive Clinical Assessment, or Medical Assessment, for example.  This is a required field and the minimum information needed to save an assessment to the client record.  

 

Recommendations is where a recommendation is made concerning the assessment entered (ex. 6 mo. update needed).

 

Score, Date Completed, and Date Due are available fields for adding additional assessments information. 

 

To make edits to existing assessments information, click to highlight the line to be edited in the list view.  This will populate fields that can be edited .  Click on the Updatebutton to update the information or click on Cancel to cancel the edits.  Note:  Update=Enter; Cancel=Escape.

 

 

 

The Tasks icon is available for sending a task related to admissions information.  Also, the DMS icon is available for uploading a copy of any assessments information to the client record.  Delete is also available.