Version Available From: 7.0
Viewing Completed Assessment Forms
Assessment Forms that have been completed are typically accessed through the Residents record, but can be accessed through the Documentation menu also.
- Accessing Assessment Forms Through the Resident's Record
- Searching for Assessment Forms Through the Resident's Record
- Accessing Assessment Forms Through the Documentation Menu
Accessing Assessment Forms Through the Residents Record
- Click Residents
- Select or search for the appropriate resident
- Click the Forms tab
Note: As standard we display the Previous 5 forms, you can use the View: drop down menu to select the Last 10, 15, 20 or 50 forms.
- Click the Assessment Form you wish to open
- The Assessment Form will open on the left hand side of the screen
Searching for Assessment Forms Through the Resident's Record
- Click Residents
- Select or search for the appropriate resident
- Click Forms
- Browse to the Search Assessment Forms area
- Select the Assessment Form that you wish to see a history for or leave as "All Assessment Forms"
- Select a From Date
- Select a To Date
- Click Search
Note: You can open any of the Assessment Form that appears within your search results by clicking the Assessment Form name
Accessing Assessment Forms Through the Documentation Menu
- Click Documentation
- Click View Forms
- Select which Residents you would like to see Assessment Forms for
- Select the Assessment Form that you wish to see a history for
- Select a From Date
- Select a To Date
- Click Next
- When the Assessment Form Search Results load you will only see Active Assessment Forms that are both Completed and Unfinished
- You can filter the Status further using the appropriate drop down menus
Note: You can open any of the Assessment Form that appears within your search results by clicking the Assessment Form name
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