To add an Assessment click the Add button in the
top right corner of the Assessment screen.
The Assessment Schedule Wizard will then open, allowing you to capture all required details, including Assessment Type, start/end time, and the pattern for the assessment (if applicable).
To link the Assessment to a Client or Carer, select the appropriate option in the Assessment for field; you will then be prompted to search for the exact Client/Carer the Assessment pertains to.
Below we have created an Assessment Schedule that runs from 11.00am – 11.30am every Tuesday for the next four weeks. We have also set the Assessment for a Carer rather than a Client.
The Assessment Period fields allow you to define the
period the Assessment will focus on. For example, by setting the dates to cover
the period 1st January 2013 to 31st January 2013, you are indicating that the
Assessments will measure the performance of the Carer or the effectiveness of
the care being provided to the Client specifically within that time period.
Please note, this is an optional field and you do not have to define an Assessed Period.
Once you are happy with the recorded information, click the Add Assessment button- the Schedule for this Assessment will be created and will appear in both the Staff and Client/Carer Profiles. It will also appear on the Assessment screen, the Assessment Schedule screen and the Assessment Board screen.