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.


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.


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.


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. 


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.