Version 7.1 by karimpirani on 2014/06/20 14:33
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1 **Help for Client Assessment Data Edit Options**
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5 The Client Assessment Data Edit Options page allows you to Edit an assessment and notes for one of your clients.
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9 When you first bring up an assessment to view (e.g. CANS as shown in the set of figures below),
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11 click on the Edit button at the bottom of the page to display the assessment Edit page:
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14 [[image:CADE 1.PNG]]
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18 All options on the assessment header bar as described in [[Client Assessment Data View Options>>doc:Client Assessment Data View Options]] are available on this page.
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22 **Assessment Edit options**
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24 ~1. You can enter the assessment score (0..3, N/A) by typing the number or by clicking on the option button for each assessment item.
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28 2. To view definitions for the assessment items, click on the title of an item to bring up a display of its ratings definitions.
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30 You may also select one of the rating options from the popup help window.
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32 [[image:CADE 2.PNG]]
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38 3. To add notes for a given assessment item, click on the Notes area adjacent to the item.
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40 [[image:CADE 3.PNG]]
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46 4. Along the bottom of the page, the following options are also provided:
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48 [[image:CADE 4.PNG]]
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50 4.1 PRINT- Open the OA-SMR report utility to present a detailed assessment report
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52 4.2 RESET - Reverts the form to display the data that was last Saved. All changes made since the last SAVE will be lost.
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54 4.3 SAVE - save your work. This will copy all current data to the survey database.
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56 4.4 STOP EDITING - Saves the data and returns to the [[Client Assessment Data View>>doc:Client Assessment Data View]]
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58 4.5 SUBMIT FOR APPROVAL - submits the assessment for review by your supervisor
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60 4.6 SUBMIT AND APPROVE - submits and approves the assessment (this option may be available depending on the permissions set for your role)
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62 4.7 DELETE - deletes the assessment
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68 5. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page