Managing Client Data in Screens

How Do I Conduct a Follow-Up Assessment?

 

To conduct a follow-up assessment, navigate to either the PROGRAMS tab or the HISTORY tab in the client record. Click the edit icon  next to the program enrollment.

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Once in the program screen, you will find the Follow-Up Assessment option in the right sidebar. Click the add icon  to conduct a Follow-Up Assessment.

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After saving the Follow-Up Assessment, it will display in the Follow-up Assessments section; you can click the edit icon to modify or view.

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Assessment Restrictions

Users won’t be allowed to enter more than one of each for the same date: Status Assessments, Annual Assessments, or Follow Up Assessments. If a user attempts to add an Assessment more than once, the user will receive a warning. These warnings will appear for all Program Types and Funding Sources. 

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Note: The warnings only apply to Assessments collected under the same enrollment. 

Note: With this change, the Current Living Situation Assessment logic isn’t changing.