This section discusses how to conduct a program status assessment for one or more group members.
To conduct a status assessment, begin by going to the Programs tab of the client profile. Find the program you wish to add a status assessment to and click on “Edit” to the left of that program.
NOTE: You can also quickly access a Program by selecting the Program from the list in the “Active Programs” section located in the right sidebar of any page in the client profile.
You can then view and add Status Assessments from any of the program pages under the Programs tab via the Status Assessment section on the right hand side of the screen.
To add a status assessment, click on the “Add” link next to Status Assessments and then select the clients for which you want to conduct the status assessment. This will allow you to conduct the status assessment for all selected group members in sequence, without having to go into each client record separately.
Click “Add Status Assessment” to access the assessment. Click “Save & Close” (or “Save & Next”, if you are also doing the assessment for other family members) after you have completed the assessment.
Note: Some of the fields in the assessment may already be completed. Data carries over from either the enrollment screen or the most recent assessment.