The Assessment screen allows you to schedule a single Assessment or create an Assessment Schedule. It can be accessed via the ribbon bar on the Client’s Profile, as illustrated below:
Here, you can manage the scheduling of all of your Assessments. Since a Staff member will be carrying out the Assessment, you can link it with the relevant Staff Profile, whereupon all scheduled Assessments will appear in the Assessment tab on both the Client and Staff Profiles.
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The Assessment Schedule will appear on the Assessment Board, NOT on Plan Board. |
