Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 14.1 Icon
edited by karimpirani
on 2015/02/16 20:45
Change comment: Upload new image nica 6.png
To version Icon 6.1 Icon
edited by karimpirani
on 2015/02/16 18:32
Change comment: There is no comment for this version

Summary

Details

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23 23  
24 24  2. New Individual Client Assessment
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26 -2.1 Pull up the client for whom you would like to create a new assessment. You can do this by going to the client list and using the filters to find the client.
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28 -2.2 Once you select a client, you will see a screen like the one shown below, featuring the clients list of assessments, sorted by ID number, the instrument, date, and status. Note that you can easily organize the list in whatever fashion you prefer and can sort based solely on ID number or date, for example, by clicking on the category itself or the set of up and down arrows next to each of the categories.
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30 -[[image:nica.png]]
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32 -2.3 Click the green "New Assessment" tab on the bottom of the screen.
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34 -2.4. You will be given several different options; these options are specifically designed based on criteria such as the client's age or demographic information.
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36 -2.5 Once you find the assessment type you are looking for, click on it to continue on to the screen below. This is the main New Assessment screen.
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38 -[[image:nica 1.png]]
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40 -2.6 There are several elements of this page that you should be aware of.
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42 -2.6.1 Detailed Client Information. As shown below, the box at the top of your screen will display key information about the client. This includes the client's ID number, name, date of birth, gender, as well as any tags associated with him or her. You can always return to the client's full list of assessments simply by clicking on his or her name.
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46 -2.6.2 Bottom Toolbar
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51 -* +/- icon: the plus/minus icon on the far left of the bar allow you to expand/collapse all of the categories in the assessment. Pressing the plus will show each individual component, whereas the minus will only show the major headings
52 -* Filter: allows you to filter out the assessment results, so as to identify problem areas. You will see options for filtering "2s & 3s" and for "3s only".
53 -* The print options, shown below, allow you to print the assessment
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