Viewing Completed Assessment Forms

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.

1. Accessing Assessment Forms Through the Resident's Record
2. Searching for Assessment Forms Through the Resident's Record
3. 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

• 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

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