1. Open client profile
2. Click Assessments from the sidebar
3. Select Assessments from the drop-down list
4. Click the ASSESSMENT COLLECTIONS toggle in the main screen
5. Under Available Collections, select the Assessment Collection you wish to conduct
6. Click Start
7. Conduct the Assessment
8. Upon completion of the each assessment within the collection, a confirmation will appear
9. Click Next Assessment: to continue
10: Repeat steps 7-9 as needed
11. Upon completion of all assessments, the Finalize Collection screen will appear
12. Schedule a follow-up assessment if applicable
13. If you need to backdate the assessment, enter a date under Finalize Date
14. Click Finalize Assessment
15. Assessments will appear individually under Completed Assessments and Assessment History