Changes for page Assessments Data

Last modified by dmarder on 2015/06/29 15:26
From version Icon 48.2 Icon
edited by karimpirani
on 2015/02/17 12:02
Change comment: There is no comment for this version
To version Icon 52.1 Icon
edited by karimpirani
on 2015/02/20 00:25
Change comment: There is no comment for this version

Summary

Details

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Content
... ... @@ -1,4 +1,4 @@
1 -~1. Individual Assessment Reports
1 +====== 1. Individual Assessment Reports ======
2 2  
3 3  1.1 Pull up the list of assessments for the desired client by hovering over the client drop-down on the top toolbar and then choosing list. Use the filter to find your client.
4 4  
... ... @@ -20,14 +20,12 @@
20 20  
21 21  1.7 Sample reports are shown below. Notice that a Compare Selected report—on the left—serves the exact purpose one would expect: it compares the chosen reports and sets up a very easy-to-follow, side-by-side comparison, as well as some algorithmic calculations, if your system is so programmed. The report on the right is an Individual Collaborative report, which graphically represents changes in a child's responses to various chosen categories. This, too, is mainly used for purposes of comparison.
22 22  
23 -[[image:generated report.png]]
23 +[[image:generated report.png||width="49%"]] [[image:indiv coll.png||width="49%"]]
24 24  
25 -[[image:indiv coll.png]]
26 -
27 27  NOTE: Here, for both reports, only the first category/domain is shown. The entire report itself will span multiple pages and cover all domains in similar fashion.
28 28  
29 29  
30 -2. New Individual Client Assessment
28 +====== 2. New Individual Client Assessment ======
31 31  
32 32  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.
33 33  
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49 49  
50 50  
51 51  
52 -3. Data and Information Entry
50 +====== 3. Data and Information Entry ======
53 53  
54 54  3.1 If you pressed the save button after creating the new assessment, press the "Edit" button for the client for whom you desire to enter assessment information. If not, you will already be on the screen to begin to enter information.
55 55  
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122 122  
123 123  [[image:nica 8.png]]
124 124  
125 -You may also notice that located/hovering to the left of your screen is an arrow pointing to the right. This arrow can be clicked to expand into a smaller panel. 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.
123 +3.12 You may also notice that located/hovering to the left of your screen is an arrow pointing to the right. This arrow can be clicked to expand into a smaller panel. 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.
126 126  
127 127  [[image:nica 2.png||width="45%"]] [[image:nica 9.png||width="45%"]]
128 128  
129 129  
130 -4. Adding a Caregiver
128 +====== 4. Adding a Caregiver ======
131 131  
132 132  [[image:die 8.png]]
133 133  
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150 150  4.8 To exit the caregiver screen, simply click anywhere else on the screen to continue with the assessment data entry.
151 151  
152 152  
153 -5. Assessment Approval
151 +====== 5. Assessment Approval ======
154 154  
155 155  5.1 To approve assessments, begin by pressing the Assessments option from the top toolbar and selecting "Approve" from the drop-down menu.
156 156  
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189 189  
190 190  NOTE: Both processes are equally effective and accomplish the exact same objectives; a choice is offered only to help adapt to different viewing and formatting preferences.
191 191  
192 -5.6 When you go back to view the assessment for any client which you have approved, you should notice that approval is denoted in the system by green header bar, whereas if the assessment has only been assigned or submitted for approval, it remans blue. Thus, a green bar serves as an easy indication of approval, and the updated client information section will also include the date and supervisor responsible for the approval.
190 +5.6 When you go back to view the assessment for any client which you have approved, you should notice that approval is denoted in the system by green header bar, whereas if the assessment has only been assigned or submitted for approval, it remans blue. Thus, a green bar serves as an easy indication of approval, and the updated client information section will also include the date and supervisor responsible for the approval.
193 193  
194 194  [[image:green header.png]]
193 +
194 +5.7 Like before, you will have the same options to use the toolbar on the bottom of the screen to either edit data in the assessment, to use the data to generate a report, or to print out a full or summary version of the assessment information.