This article is part of the assessment builder guide. You will require administration access to view the pages mentioned in this article.
An assessment may have a summary display, which is a template that will be used to display a short custom message when the assessment is viewed in a list. This can allow a user to easily differentiate when there are multiple version of the same form.
The summary display can include references to values from the assessment by including the name wrapped in braces. Basic HTML is allowed, for details see HTML Formatting.
For example, if an assessment has a calculated field named "score" and a text field named "clinical_note" then the following summary display would show them across two lines:
In a patient's assessment list, they would be replaced with elements from the assessment, e.g.:
The summary display can be edited by clicking on the top level "Assessment" object in the assessment builder tree.
Published Assessments
The Summary Display can be edited on a published assessment. This automatically updates the summary for any already completed assessments, but this process can take several minutes if there are lots of them.
To edit the summary display on a published assessment, click the "Edit" action button from the administration assessment list.
Case Assessment Element (v6.70 Enhancement)
To assess specific cases, select Show from the Current Assessments panel. After doing so, the Case Assessment panel appears:
Viewing Closed Cases
By default, this panel will only display cases that have an Open, Hold, or Prepare status. To include Closed cases in the listing, click Show Closed.
Create a New Case
Click New to create a new open case. When doing so, you can define the following fields:
- Case Category
- Location
- Room (if enabled for the selected case category)
- Case Worker (if not enabled for bulk assignment for the selected case category)
The case will have the start date set to the current date.
Showing a Case
Click Show to view details about a case
- Case Number
- Case Category
- Reference
- Case Worker
- Locations (show room as well as location id applicable)
- Status
- Start
- End
To change the status of a case, select Closed, Closed - Outcome Achieved, or Withdrew as appropriate.
After clicking a status change button, confirm the change as follows:
If a case needs to be re-opened, then select Show Closed to view the closed cases, click Show, then select Re-Open.
