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


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.

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.

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.

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.

Step 10.   The Assessment page is open in a new browser tab

Click on the tab to the right hand side of your active window to view and complete the assessment.

Assessment Details

Step 11.   Once completed, click Save for Later button to save and review the assessment.

Step 12.   Review the answers and click Edit to change any information or Complete to finalise the assessment.

Further Information

For further information, refer to the following articles

Updated on May 20, 2024

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