Steps to update an assessment:
Once an Assessment has been completed, it cannot be changed. A new observation can be added to the client’s profile by submitting a new assessment.
Navigate to the Client's Profile > Assessment tab and click +Observation to add a new assessment
In case the Observation was done earlier and this is a late entry, you can select the actual Observation date and time in the first column. Click Save and Next to proceed further
When the new assessment sheet opens, select the Observation Type
Then, select which information from the previously completed assessment you want to copy over
Generally, you will want to copy over everything and then just change the things that need to be changed.
Steps to Edit an Assessment:
Note: The assessment status should be in-progress.
Navigate to the client's profile > assessment tab and click edit on the in-progress assessment
Click update and next
When the assessment opens, select the Observation Type
Once you have made the required changes, do click on the summary at the bottom of the page and then mark the assessment complete. This assessment will be applicable to all the schedules that start post-completion date and time.
