Client Assessment List (Documentation.ClientAssessmentList)

2.1

1

{{video url="https://youtu.be/AEfqUC4O488" width="800" height="600"/}}

2

3

==== 1. Client Assessment List ====

4

5

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.

6

7

1.2 Your list of assessments for the client should resemble the screenshot below

8

9

[[image:making a report.png||width="65%"]]

10

11

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.

12

13

1.4 Press the Reports button on the bottom left of your screen to reveal a menu of report choices; here, Compare Selected and Individual Collaborative Reports are available

14

15

1.4.1 Compare Selected:

16

17

1.4.2 Individual Collaborative: This is also a comparison report that tracks multiple assessments. Designed primarily for assessing children, this report presents information that can be discussed between clinicians and parents regarding a child's change in several major categories that affect children.

18

19

1.5 Click the name or graph icon for the desired report

20

21

1.6 Your report will open in a new tab or window, depending on your browser settings

22

23

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.

24

25

[[image:generated report.png||width="49%"]] [[image:indiv coll.png||width="49%"]]

26

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.

Wiki source code of Client Assessment List