New Individual Client Assessment
2. New Individual Client Assessment
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.
2.2 Once you select a client, you will see a screen like the one shown below, featuring the clients list of assessments, sorted by ID number, the instrument, date, and status. Note that, although there are no assessments registered for this client, you can easily organize the list in whatever fashion you prefer and can sort based on ID number or date, for example, by clicking on the category or the set of up and down arrows next to each of the categories.
2.3 Click the green "New Assessment" tab on the bottom of the screen.
2.4. You will be given several different assessment options; these options are specifically designed based on criteria such as the client's age or demographic information. All available assessment types will display, so choose the one that best fits your needs.
2.5 Once you find the assessment type you are looking for, click on it to continue on to the screen below. This is the main New Assessment screen.
2.6 There are several elements of this page that you should be aware of:
2.6.1 Detailed Client Information. As shown below, the box at the top of your screen will display key information about the client. This includes the client's ID number, name, date of birth, gender, as well as any tags associated with him or her—to which you can add if you would like.