Assessments, Projections, & Goal Plans
HOW to navigate assessments, projections, and goal plans
1. Open client profile 2. Click Assessments from the sidebar 3. Select Assessments from the drop-down list 4. Under Completed, locate the assessment y...
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. Click the ASSESSMENT COLLECTIONS toggle in ...
Sat, Jul 27, 2019 at 9:55 AM
1. Open client profile 2. Click Assessments from the sidebar 3. Select Assessment History from the drop-down list 4. Assessment History will display in m...
Tue, Aug 6, 2019 at 1:29 PM
Open client profile Click “Goal Plans” from the intake navigation bar Click “Add Quick Goal Plan” near the top left corner Enter Goal Plan Name Sele...
Thu, Dec 26, 2019 at 4:21 PM