Client Assessment Data View Options

Help page for the Client Assessment Data View Options Page

The Client Assessment Data View Options page allows you to view detailed assessment ratings and notes for one of your clients.

When you first select a assessment (e.g. CANS as shown in the set of figures below) , you will see it in condensed format:

Options available when viewing an assessment :

1. The entire assessment can be expanded or collapsed by clicking on the "+" or "-" in the assessment header bar of the assessment page.

2. Each category section of the assessment  can be expanded or collapsed by clicking on the "+" or "-" next to the category name.

3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page

3.1 Print complete - launches the OA-SMR report system to display a complete assessment

3.2 Print summary - launches the OA-SMR report system to display a summary assessment

4. Select a report by clicking on the Reports dropdown in the assessment header bar.

4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments.

4.2 Print Summary - displays a condensed version of the assessment for printing, including the category and overall rating for the category (red/yellow/white)

5. Display Only High Rated (red), Only High & Medium Rated (red/yellow), or All (white) assessment items using the colored circles in the assessment header bar.

6. Along the bottom of the page, the following options are also provided:

6.1 Print - launches the OA-SMR report system to display a complete assessment

6.3 Edit - Opens the assessment for editing options

6.4 Submit for Approval - submits the assessment for review by the user's supervisor

6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role)

6.6 Delete - deletes the assessment

7. Caregiver options are described in the Survey Caregiver Options Help page