Assessments
Reusable assessment templates (over 30 built in) you complete for a client — for example a needs assessment, mental capacity assessment or environmental check.
Reusable assessment templates (over 30 built in) you complete for a client — for example a needs assessment, mental capacity assessment or environmental check.
Where to find it: Care Management → Assessments
Complete an assessment for a client
- Go to Care Management → Assessments.
- Pick a template, then choose the client it is for.
- Work through the questions and save.
- Completed assessments are stored against the client's record.