To create a new psychometric assessment or view the client's assessment history
You can view all assessments conducted for different assesees under the Assessments tab.
To ensure visibility and prevent duplication, it is recommended to complete assessments directly within the system rather than uploading them to the Documents tab.
Assessments Tab
Search
Quickly find assessments by:
Searching by Name.
Add Assessment
To add an assessment, click Add Assessmentbutton in the top-right corner, then:
Select an assessment form.
Choose the assesee from the Family & Significant Others table.
Assessments - Add
Psychometric assessment templates are available to all agencies and services.
Filling up the Assessment
Fill in the required fields.
Add remarks if necessary.
Click Submit to save your responses and view the results.
Assessments cannot be saved as drafts, but you can edit them after submission.
Assesments - Filling up
Assesments - Filled up
View History & Compare Results
For specific assessments e.g. Zarit Burden Interview (ZBI), you can view the full history and compare results side by side to track the client’s progress over time.
Assessments - History & Comparing Results
Incomplete Assessment
If any fields are left blank, scores will not be calculated, and the results table will display 'Incomplete assessment'. You may provide a reason in the remarks section for documentation purposes.
Incomplete Assessment
In scenarios where the client declines to participate, you may choose to leave the assessment entirely blank.
Edit / Delete Assessments
To edit/delete an assessment, click the button:
Edit - You can make changes to a submitted assessment at any time.
Delete - Assessments can be deleted if needed. This action cannot be undone.
button: