Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 28.1 Icon
edited by karimpirani
on 2015/02/16 21:45
Change comment: Upload new image die 9.png
To version Icon 37.2 Icon
edited by karimpirani
on 2015/02/16 22:10
Change comment: There is no comment for this version

Summary

Details

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4 4  
5 5  1.2 Your list of assessments for the client should something like the screenshot below
6 6  
7 -[[image:making a report.png]]
7 +[[image:making a report.png||width="65%"]]
8 8  
9 9  1.3 Select the Assessments for which you would like to generate reports. Note that multiple are selected above since a "Compare Selected" report is desired.
10 10  
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27 27  
28 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.
29 29  
30 -[[image:nica.png]]
30 +[[image:nica.png||width="65%"]]
31 31  
32 32  2.3 Click the green "New Assessment" tab on the bottom of the screen.
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35 35  
36 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.
37 37  
38 -[[image:nica 1.png]]
38 +[[image:nica 1.png||width="65%"]]
39 39  
40 40  2.6 There are several elements of this page that you should be aware of.
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45 45  
46 46  2.6.2 Bottom Toolbar
47 47  
48 -[[image:toolbar.png]]
48 +[[image:toolbar.png||width="65%"]]
49 49  
50 50  
51 51  * Edit: allows you to change information in the assessment (see Part 3 below)
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70 70  
71 71  [[image:nica 8.png]]
72 72  
73 -You may also notice that hovering to the left of your screen is an arrow pointing to the right. This arrow can be clicked to expand a smaller window. The purpose of this side panel is to give you a summary level view, one that is color-coded, regarding which parts of the application have been completed and which remain to be completed. Moreover, you will easily be able to tell any problem or high risk areas based on the color-coding. The first example is what the side panel might look like before you begin, with each category showing that 0 out of X questions have been answered. The second screenshot is more like what the panel will look like once you have entered all of your data.
73 +You may also notice that hovering to the left of your screen is an arrow pointing to the right. This arrow can be clicked to expand a smaller window. The purpose of this side panel is to give you a summary level view, one that is color-coded, regarding which parts of the application have been completed and which remain to be completed. Moreover, you will easily be able to tell any problem or high risk areas based on the color-coding. The left example is what the side panel might look like before you begin, with each category showing that 0 out of X questions have been answered. The screenshot on the right is more indicative of what the panel will look like once you have entered all of your data.
74 74  
75 -[[image:nica 2.png]]
75 +[[image:nica 2.png||width="45%"]] [[image:nica 9.png||width="45%"]]
76 76  
77 -[[image:nica 9.png]]
78 78  
79 -
80 80  3. Data and Information Entry
81 81  
82 82  3.1 Press the "Edit" button for the client for whom you desire to enter assessment information.
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108 108  
109 109  3.9 You have 2 options for entering data.
110 110  
111 -3.9.1
109 +3.9.1 You can choose to enter numbers 0,1,2, and 3 in the empty boxes from your keyboard. Simply press tab to move on to the next box to be filled.
112 112  
113 -3.9.2
111 +3.9.2 You can choose to select one of the bubbles from the existing options of 0,1,2, or 3 with the click of your mouse.
114 114  
113 +NOTE: whichever option you choose, you will notice that your responses will automatically also do the other method and will also generate color-coding, which allows you to better analyze the data later. Thus, your end result will look like the sample directly below.
114 +
115 +[[image:die 5.1.png]]
116 +
115 115  3.10 Make sure to press the Save button as a complete parts of the assessment so that you don't lose any of your data. While you do not have to do this every time you change panels, it is recommended that you do so periodically. If you do not wish to save the changes, simply press "Cancel."
116 116  
117 117  [[image:die 6.png]]
120 +
121 +3.11 Feel free, like before to add notes to each individual category section by clicking "Add Note," which appears to the right of the numbers. You can make a note for each specific point within the larger category, but always remember to hit "Apply." A sample note is shown below. The text of the note will appear under the assigned category.
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123 +[[image:die 7.png]]
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125 +
126 +4. Adding a Caregiver
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128 +[[image:die 8.png]]
129 +
130 +4.1 No matter which panel you are on as you navigate throughout the assessment, the bottom toolbar will remain constant. Specifically, you will always see the option, as denoted by the image above, to add a caregiver section to the assessment.
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132 +4.2 Press the "Add caregiver section" button
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134 +4.3 A box displaying the current caregivers will be shown. Press the "Edit" button to the bottom right to add a new caregiver.
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136 +4.4 You can either change the current listing(s), or you can add another caregiver by selecting the "Add New" option.
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138 +4.5 If you select Add New, a new row of cells will appear, allowing you to enter the First Name, Last Name, and Relationship to the client for that caregiver (see below).
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140 +[[image:die 9.png]]
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142 +4.6 You can add as many caregivers as you like by repeating this process.
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144 +4.7 Make sure to hit the blue Save button each time you add a caregiver.
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146 +4.8 To exit the caregiver screen, simply click anywhere else on the screen to continue with the assessment data entry.
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148 +
149 +5. Assessment Approval
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151 +5.1 To approve assessments, begin by pressing the Assessments option from the top toolbar and selecting "Approve" from the drop-down menu.
152 +
153 +[[image:aa 1.png]]
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155 +5.2 You should see a screen like the one below appear, listing all of the assessments pending approval. This list is sortable by ID number, instrument, client name, date, and status of assessment.
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157 +[[image:aa 2.png]]
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159 +5.3 You can refresh the list to see periodically if any other assessments have arrived for approval.
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161 +5.4 You may also use the filter. Note that these parameters, though overlapping, are somewhat different from the parameters previously explored. However, they apply in the exact same way, and you can sort and narrow your results by Instrument and Status, both of which offer drop down menus for further refinement. Uniquely, here, you can also search for the assessments to be approved based on assessor information, like assessor first and last name or ID number. This allows greater ease of finding information from a specified assessor, which a supervisor may well need.
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163 +[[image:aa filter.png]]
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165 +5.5 You have 2 options for the approval process, both of which are substantially similar but offer slightly different views of the process. Both can be accessed via the toolbar at the bottom of your screen, as shown below.
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167 +[[image:aa 3.png]]
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169 +5.5.1 Sequential Approve
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171 +You will see each client's assessment pop up
172 +
173 +[[image:aa sequential.png]]
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