Version Available From: 7.0
Completing An Assessment Form
Completing Assessment Forms is typically done through the Residents record, but can be accessed through the Documentation menu also.
When in view or edit mode, the Assessment Form will open in a side panel. This allows for the Assessment Form to be minimised while the site is navigated. This is helpful when you need to consult other areas of the resident's record (Charts ... etc) when completing an Assessment Form.
- Completing Assessment Forms Through the Residents Menu
- Completing Assessment Forms Through the Documentation Menu
Completing Assessment Forms Through the Residents Menu
Note: You are able to Save an Assessment Form as Unfinished. When the Assessment Form is saved as unfinished and is re-opened by another user (or the same user) a person icon next to the responses completed will display. The person icon indicates the date and details of the person who completed that question. In addition if someone overlooks that a certain Assessment Form has been started and is Unfinished and they attempt to start the same Assessment Form again, a prompt will be displayed notifying them that there is already an unfinished Assessment Form.
- Click Residents
- Select or search for the appropriate resident
- Click Forms
- Choose the Assessment Forms from the drop down list
- Click Create Assessment Form
- The Assessment Form that you selected will now open for you to complete
- Enter all of the appropriate information
- Click Complete
- If you have not entered any Mandatory Information you will be prompted at this stage
Note: If specific questions have been mapped to the Care Plan, a blue document icon will display against the question. To view the mapping information, hover over the icon.
Completing Assessment Forms Through the Documentation Menu
- Click Documentation
- Click Enter Forms
- Select or Search for a Resident
- Select Assessment Form as the Form type
- Select the Assessment Form that you want to enter
- Click Next
- The Assessment Form that you selected will now open for you to complete
- Enter all of the appropriate information
- Click Complete
- If you have not entered any Mandatory Information you will be prompted at this stage
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