You will find risk assessments (RA) as part of your client profiles. You can click on the risk assessments tab once you've added a client to the system.
Creating Client Risks
To start you need to build a standardised list of clients risks as part of your account settings. Go to Settings > Clients > Risk Assessments forms.
Note: You must be Admin user to access the RA settings menu
Just add your list of different risks one by one so they're ready to use as part of your client profiles.
Do you want to pre-fill your Risk Assessments and then just customise them for each client?
If, so you can create pre-fill templates that can then be adjusted in your client's profiles
Learn how here:
Building Your Risk Assessments
Next you must build your client specific risk assessment as part of their profile, just click on a client you have added in the system and go to the risk assessment tab.
You can choose to add an individual risk assessment row using the risks you've added in your Settings page, or add all of the risks in one go.
When adding one by one, you can choose the risk manually and you have the option to choose a template which determines the data stored about the risk (right hand drop-down menu). You can also select a rating (low, med, high).
Enter the information on the rows (for example, "Risk to others" and "Comments" in the above screenshot). Select who carried out the Risk Assessment and enter the date and review date. The system will notify you in the Notifications Centre prior to the review date.
Publishing your Risk Assessments
Once the details are filled in, click "Add". The risk will now be in draft format.
When you have added all the risks you require, click "Publish". This will then publish to the client's profile and be visible on the app for the carers. The published version is the latest active Risk Assessment.
Editing one or more risk assessments in for your clients
To edit a RA you need to go to the RA tab in your client's profile. Then click Create new version this will allow to edit, delete or add new RA.
When you create a new version of RA , the old RA goes into archived as it was and the new version is in draft mode until you publish it. You can use the archived versions as proof of the reviewed RA for audit/ inspection purposes.
Existing Risk Assessments
See the video here to learn how to manage existing risk assessments, as well as adding new ones: