- Search for a Patient record.
- Select Assessments from the Menu.
- The Assessments screen will display.
- Select the New button.
- The New Assessment screen will display.
- From the Assessment field, click the down arrow. A list of your organisations assessments will appear.
- Choose your relevant assessment.
- Select the Perform button. The selected assessment template will display.
From here, you can complete the assessment (forms) and either:
- Click Approve, to finish the assessment (forms); or,
- Save and Continue later to keep the assessment (forms) in draft format to edit at a later stage.
| Date and Time of approval will be recorded and users will be prompted when approval, cancellation, copy, archive and archiving actions are successful. |
Assessments Screens
Provider-specific Interface
View for a specific patient to see and manage assessments.
Location-specific Interface
View for a specific patient to see and manage assessments.
Patient-specific Interface
View for a specific patient to see and manage assessments.
Online Enquiries
When patients have made an online enquiry, the associated assessments can be found via
- Correspondence Tab - ENQUIRY
- Patient Assessments List (when a patient has been matched)
Online Appointments
When patients have made an online appointment, the associated assessments can be found via
- Correspondence Tabs
- Patient Assessments List (when a patient has been matched)
Workflow and other assessments
Main article: Workflows Overview
