1. Open client profile
2. Click Assessments from the sidebar
3. Select Assessment History from the drop-down list
Arrive at the four toggles (Assessments, Services, Goal Plans/Projections, Notes) by the following steps:
Assessments:
1. Open client profile
2. Click Assessments from the sidebar
3. Select Assessment History from the drop-down list
4. Assessment History will be displayed in the main screen
Assessment Services:
1. Open client profile
2. Click Assessments from the sidebar
3. Select Assessment History from the drop-down list
4. Click the Services toggle
5. Services will be listed below
Learn how to assign Assessment Services here.
Goal Plans/Projections:
1. Open client profile
2. Click Assessments from the sidebar
3. Select Assessment History from the drop-down list
4. Click the Goal Plans/Projections toggle
Learn how to Add a Projection and Goal Plan here.
Scale Notes:
1. Open client profile
2. Click Assessments from the sidebar
3. Select Assessment History from the drop-down list
4. Click the Notes toggle
Learn how to Create a New Scale Note here.
