Copy Assessments Across Family Members : Solution Center

Copy Assessments Across Family Members Print

Modified on: Mon, Jun 24, 2019 at 7:09 AM

1. Open client profile

2. Click Assessments from the sidebar

3. Select Assessments from the drop-down list

4. Under Completed, locate the assessment you wish to copy across family members

5. Click the family icon

6. Screen overlay will appear

7. Select all family members to which you wish to copy assessments

8. Click Copy Assessment

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