Important Note: You will only be able to edit and maintain Services that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.

1. Click Agency Admin from the System Navigation Bar

2. Click on the Services tab

3. Be sure Agency Services is selected from the list on the left

4. Locate from the Agency Services list which service you wish to trigger a Quick Assessment

5. Click the gear icon in that row

6. Under the Quick Assessment section in the bottom portion of the screen, select the Trigger Quick Assessment check-box

7. Click the Select quick assessment scale drop-down menu and select which quick assessment you would like triggered when assigning this service

8. A list of Quick Assessment Outcomes will appear below

9. Select the radio button of the Quick Assessment Outcome you wish to trigger the Quick Assessment when client is assessed

10. Click Save Service


To learn more on Quick Assessments, click here.