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Adding an Assessment

This lesson will show you how to add assessment values to a client's profile (See How to Set up your Assessment Categories before you can add an assessment)

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client or create a New Client

2. Click on client's First or Last name

Assessment

Assessment

Click on the Assessment tab

 

Add Assessment Values

Add Assessment Values

1. Enter the latest assessment values for the client

2. Set the Assessment Date and Time

3. Click Add Client Assessment Values to save new values

Assessment History/Reporting

Assessment History/Reporting

1. The latest values entered will be displayed

2. Click on History to view all entered values for the client and click on Report to generate a report or the entries to export or print

Assessment History

Assessment History

Edit or Delete assessment values using the icons on the right

Assessment Report

Assessment Report

Set the desired date range of assessment values to report on and click on Generate Report

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