CI Assessment – Create a Practitioner Assessment

Practitioner Assessments are observational outcome surveys, created at the start, during or after an intervention.

This method the practitioner completes the assessment

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information)

Step 2. Locate the session you wish to assess. This may exist under a variety of sessions e.g. Family Support, Financial Counselling, Settlement Services.

Click on the Session

Step 3. Use the Sup-Panel and click on CI Assessments or Scroll down to CI Assessments

Step 4. Click Create button to create assessment for the selected client.

Step 5. Select the required assessment template from the drop down list.

Step 6. Select the assessment phase applicable.

Tip: 
Assessment templates may have different phases depends on the outcomes framework they are part of. 
For example the SCORE framework has 2 phases 'Initial' and 'Subsequent'. 
Chose the phase most applicable to the intervention stage associated with your session.

Step 7. Select ‘Practitioner’ from the Assessed By drop down list.

Step 8. Click Save button to generate the assessment.

Tip: 
Once you click Save, it may take few seconds for assessment to be generated. 
Do not click the save button more than once to avoid generating multiple assessments.

Step 9. View the CI Assessments list to locate the Draft assessment you created and click the Update Assessment link to complete the assessment.