1. Open client profile

2. Click Assessments from the sidebar

3. Select Assessments from the drop-down list

4. Under Conduct Assessment, click the drop-down menu under Available Assessments and select which assessment you would like to conduct

5. Click Start

6. After conducting an assessment, scroll to the bottom of the page

7. If you need to Copy Assessment to Family Member(s), select the name of each family member you wish to copy the assessment to

8. If you need to schedule a follow-up assessment, deselect the “No followup needed” checkbox and enter a Date and Time below.

9. If you need to backdate the assessment, enter a date under Finalize Date

1o. Click Finalize Assessment