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How Do I Conduct a Follow-up Assessment?

This article provides end users with information about Follow-up assessments and the steps for completing them.

Table of Contents

Completing a Follow-up Assessment

To conduct a Follow-up Assessment, navigate to the Programs workflow on the client navigation menu. Click on the name of the program enrollment in the list of available programs to choose the appropriate program enrollment.

Programs workspace showing an available program to select

Click on Assessments and then click the Add icon. 

Assessments item in the program enrollment menu

Select the Follow-up Assessment and click Next.

Follow up assessment option in list of available assessments

Complete the Follow-up Assessment and click Save & Next, then click Complete. 

After you save the Follow-up Assessment, it will appear in the program enrollment’s Assessments workflow. Click on the Follow-up Assessment to view or edit the assessment.

Follow up assessment showing edit icon in right corner

Assessment Restrictions

Users won’t be allowed to enter more than one Follow-up Assessment for the same date. A user who attempts to add the assessment more than once on the same date will receive the warning “This field is invalid.”

Clicking the Tooltip icon to the right of the warning will provide more information. This warning will appear for all Program Types and Funding Sources. 

Follow up assessment warning showing warning message

 

Notes:

  • The warnings only apply to follow-up assessments collected under the same enrollment. 

  • This restriction does not apply to Current Living Situation assessments.

 

Updated: 10/23/2026