In most cases, you'd complete assessment forms through the resident’s record, but you can also access them through the documentation menu. Whilst in view or edit mode, the assessment form opens in a side panel so you can minimise the assessment when you need to consult other areas of the resident’s record or navigating the site.
To start completing your assessment forms, follow these simple steps:
Residents menu
Click Residents, then select or search for the appropriate resident.
Click Forms, then use the drop-down list to select Assessment Forms.
Click Create Assessment Form.
Enter the assessment information into the appropriate fields.
Click Complete.
Documentation menu
Click Documentation, then click Enter Forms.
Select or search for a resident.
On the Form Type list, select Assessment Form.
Select the assessment form to complete, then click Next.
Enter the assessment information into the appropriate fields.
Click Complete.
🤓Tip: If you have specific questions mapped to a care plan, a blue document icon displays against the question. To view the mapping information, point to the icon.
Unfinished assessments
You can save an assessment form without finishing it so you can come back to it later. When you reopen an incomplete form, a person icon displays next to the responses. This icon indicates the date and details of the person completing that question.
In addition, if someone attempts to start the same assessment again, a prompt displays to show that there’s already an unfinished assessment in progress.