Sending an assessment to a 3rd party for a client, is used when the client cannot complete the assessment themselves.
Example: A carer needs to complete the assessment for the client as they are unable to.
Instructions
Step 1. Log into your CRM database (refer to Logging On for further information).
Tip: Your CRM database will have been created based on your organisation's needs. All screenshots below are based on a generic version of a CRM database. What you see in your database will also depend on what Permissions (role) you have been given as a user.
Step 2. Locate the session
This may exist under a variety of sessions e.g. Family Support, Financial Counselling, Settlement Services, Case Management.
Click on the Session
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Step 3. Use the Sup-Panel and click on CI Assessments or Scroll down to CI Assessments
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Step 4. Click the Client drop down and select the client to record the assessment against
Click Create button to create assessment for the selected client
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Step 5. Select the Template
Choose the assessment
Step 6. Select the Assessment Type
Choose the type of assessment
Step 7. Select Assessed By
Choose 1 of the 3rd Party Options
– 3rd party via Email
– 3rd Party via SMS
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Step 8. Fill in 3rd Party Recipient Details
Select Action
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Choose one of the actions
– Fill in recipient details
– Select an existing contact record
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– Fill in recipient details
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– Select an existing Contact record
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Click Save
You will see confirmation that email will be sent
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OR
You will see confirmation the SMS has been sent to client (existing Contact)
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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