Changes for page Assessments Data

Summary

• Page properties (2 modified, 0 added, 0 removed)

Details

Page properties

Author

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1		-XWiki.karimpirani
	1	+XWiki.mdeceunynck

Content

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1		-~1. Individual Assessment Reports
2	2
	2	+{{video url="https://youtu.be/AEfqUC4O488"/}}
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	4	+
	5	+==== 1. Individual Assessment Reports ====
	6	+
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.
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5	5	1.2 Your list of assessments for the client should resemble the screenshot below
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25	25	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.
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27	27
28		-2. New Individual Client Assessment
	32	+==== 2. New Individual Client Assessment ====
29	29
30	30	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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49	49
50		-3. Data and Information Entry
	54	+==== 3. Data and Information Entry ====
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52	52	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.
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120	120
121	121	[[image:nica 8.png]]
122	122
123		-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.
	127	+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.
124	124
125	125	[[image:nica 2.png||width="45%"]] [[image:nica 9.png||width="45%"]]
126	126
127	127
128		-4. Adding a Caregiver
	132	+==== 4. Adding a Caregiver ====
129	129
130	130	[[image:die 8.png]]
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148	148	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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150	150
151		-5. Assessment Approval
	155	+==== 5. Assessment Approval ====
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153	153	5.1 To approve assessments, begin by pressing the Assessments option from the top toolbar and selecting "Approve" from the drop-down menu.
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187	187
188	188	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.
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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.
	194	+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.
191	191
192	192	[[image:green header.png]]
	197	+
	198	+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.