Setting Up Review Dates on Assessment Form Templates

Setting Up Review Dates on Assessment Form Templates

If you would like to create automatic actions to highlight when Assessment Forms need reviewing, you can use the Next review date feature within Assessment Form Settings. You are able to configure Review Dates for each Assessment Form separately and so if you do not wish to create automatic reminders for certain forms that is of course possible.

• Click Admin
• Scroll to Clinical Configuration and click Create / Edit Forms
• Click the Form Name that you would like to add a Review Date to
• The above step will open a new screen called "Edit assessment form settings"
• Ensure the setting for Next Review Date is set to "True" i.e. ticked
• Click Save

The next time a member of the team completes an Assessment Form, you will notice a new field at the bottom of the form itself.