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Adding a Clinical Assessment for a Resident - CM

Avatar Shonte Ofori
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There may be a time when a clinical assessment needs to be added to a resident’s chart that is not automatically triggered based on an event.

Please follow the steps below to manually add a clinical assessment to a resident's chart to be completed.

  1. Resident Summary
  2. Open the Assessments tab
  3. Add New
  4. Assessment: click the drop-down and select the type of assessment you would like to schedule
    • Note: If any other assessments of the same type are already scheduled, a list of those assessments will appear at below. This will assist you in preventing the creation of duplicate assessment.
  5. Enter or modify the dates (Start On and Completed By) for the assessment
  6. Save

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