Below you will learn how to add, edit, and lock assessments for documentation purposes.
NOTE: Billing for an assessment requires you to write a separate session note. See Add a Session Note from Client File for more information.
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Add an Assessment
- Click My Clients from the navigation bar and open the appropriate Client, or search for a Client in the Client Search field.
- Click the Clinical Information tab.
- Scroll down to the Assessments section. Then click the
plus icon to add an assessment.
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Fill in the Clinical Assessment information, then click Save at either the top or bottom of the page.
View and Edit an Existing Assessment
- From the Clinical Information tab, you can access all existing assessments. To view or edit an assessment, Click the Paper and Pencil icon.
- After you have made your edits, click Save at either the top or bottom of the page.
Lock an Assessment
- You can lock an existing assessment by clicking on the Paper and Pencil icon to view or edit the assessment.
- To lock the assessment, click Sign and Lock from the upper right corner of the page.
NOTE: Alternatively, you can sign and lock a new assessment once you have finished entering in and saving that new assessment.
- To unlock an assessment, go to the Clinical Information tab and click the Lock icon. If the Lock icon is not visible, contact an Admin for assistance.