Community CI is an outcomes management software solution used to create outcome surveys, collect data from practitioners and clients and provide outcomes analysis. Community CI is offered as an outcomes data collection tool integrated with Community Data Solutions CRM.
Once your Assessment templates, Outcomes, Measures and other configuration items are set up, you are able to record assessments from within the session record on your CRM database.
Assessment Intake Methods
Individual Assessment at session level
When doing an individual client assessment there are 5 assessment intake methods
The table below lists each method, its purpose and recommended usage
| Intake Method | Purpose | Recommended Usage |
|---|---|---|
| Practitioner | Observation Assessment | Suitable for observation outcome instruments such as SCORE |
| Joint Client and Practitioner | Practitioner Complete for Client | Suitable for clients that need the practitioner to complete for them |
| Client via Email | Send the client an email with a link to an online assessment | Suitable for clients who prefer to communicate with practitioner via Email |
| Client via SMS | Send the client SMS message with a link to an assessment | Suitable for clients who prefer to communicate with practitioner by SMS message |
| Client via Kiosk | Enable client Kiosk access and places a draft assessment in their Kiosk account | Suitable for clients attending face to face meetings |
Group Assessment at session level
When doing a group assessment there is 1 assessment intake method
The table below lists each method, it purpose and recommend usage
| Intake Method | Purpose | Recommended Usage |
|---|---|---|
| Practitioner | Observation Assessment | Suitable for observation outcome instruments such as SCORE |
Scheduling an Assessment
Refer to this article CI Assessment – Schedule Assessment for later
Further Information
For further information, refer to the following articles
- What is Community CI?
- Community CI CDS Website – Client Outcomes & Collective Impact
- Community CI Integration
- CI Assessment – Create a CI Session Assessment
- CI Assessment – Create a Practitioner Assessment
- CI Assessment – create a joint client and practitioner assessment
- CI Assessment – create a client assessment via email
- CI Assessment – create a client assessment via sms
- CI Assessment – Create a Client Assessment via Kiosk
- CI Assessment – Create and send to a 3rd party
- CI Assessment – Send reminders to clients who didn’t complete survey
- CI Assessment – create a group assessment
- CI Assessment – create a group assessment – error