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Changing the next assessment date

How to change a resident’s next assessment date

Written by Lori McCool
Updated over 2 weeks ago

Resident Assessment dates can be managed in the Details tab of a resident's chart. The steps below will walk you through how to make the change when needed.

Step 1:

From the resident’s "Details" tab, locate the next assessment date and click on "Edit".

Note: The next assessment date is calculated from the most recent assessment and, if changed, must be changed to a date before the current next assessment date.

Step 2:

Click into the date field to open the calendar and select the new date. Click "Save".

Step 3:

Verify the new date in Care Highlights.

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