Overview of how to navigate through an assessment, enter memo information, copy memo's and complete an assessment


Video Walkthrough 




First, the basics: Ensure "lock" toggle is in the unlocked position. Select Menu to display the list of options:

NOTE: Not all of the options will be available for all assessments. 
  • All Memos: Displays a list of printable memos for each Topic, Question and Answer within the assessment.
  • Appointments: Displays any client appointments that can be filtered by date, time, provider, location, type and status.  List may also be exported. New appointments may also be added here. 
  • Contacts: Add or view client contacts.  Information includes first name, last name, DOB, and relationship.  List may be printed. 
  • Enrollment Details: Add or view client enrollment details. 
  • History: Displays a list of any changes made to the assessment.  This exportable list will display all pertinent information regarding any modifications to the assessment for auditing purposes.
  • Meds: Displays a printable list of medications, dosage, etc. that the client has been prescribed. 
  • Notes: Case Managers may add notes here that will not be logged as part of the assessment or show up in any reports.  These may also be copied to other family members. 
  • Providers: Displays a list of providers. May not be available for all questions.
  • Vital Signs: Opens a new window to display client vital signs. 
  • Copy Answers: Allows the user to copy answers between assessments. 
Copy Answers

Please see the highlighted text in the screenshot below for important information regarding Copy Answers.


To copy answers from another assessment into the one you have open, follow these steps:

  1. Select Menu > Copy Answers.
  2. Choose the Assessment you wish to copy the answers from.
  3. Select Copy Answers.
  4. Within the pop-up, choose the desired outcome.
  5. Select Next.

          


Memos and Smart Memos


Click the Memo field within the assessment to see the available options:

  • History: Displays a list of any modifications made including dates and by whom.
  • Previous Answers: Displays a list of Activity Dates, Assessments, Questions, Answers and memo IF a memo has been included. 
  • Plus Icon: Add Smart Memo. (See below)