Adding an Assessment in EZFacility Classic

This guide will demonstrate how to add assessment values to a client's profile.


Click on Clients.

Choose Client

1. Search for your client or create a New Client.

2. Click on client's First or Last name.


Click on Assessment.


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

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

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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