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.
Step 3. Use the Sup-Panel and click on CI Assessments or Scroll down to CI Assessments
![](https://support.communityds.com.au/wp-content/uploads/2022/10/KB_CI-Assessment-07.png)
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
![](https://support.communityds.com.au/wp-content/uploads/2022/06/CommCI_KB-16.png)
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
![](https://support.communityds.com.au/wp-content/uploads/2022/11/KB_CI-Assessment-08-1024x389.png)
Step 8. Fill in 3rd Party Recipient Details
Select Action
![](https://support.communityds.com.au/wp-content/uploads/2022/11/KB_CI-Assessment-11-1024x205.png)
Choose one of the actions
– Fill in recipient details
– Select an existing contact record
![](https://support.communityds.com.au/wp-content/uploads/2022/11/KB_CI-Assessment-09-1024x235.png)
– Fill in recipient details
![](https://support.communityds.com.au/wp-content/uploads/2022/11/KB_CI-Assessment-13-1024x201.png)
– Select an existing Contact record
![](https://support.communityds.com.au/wp-content/uploads/2022/11/KB_CI-Assessment-14-1024x209.png)
Click Save
You will see confirmation that email will be sent
![](https://support.communityds.com.au/wp-content/uploads/2022/11/KB_CI-Assessment-15-1024x50.png)
OR
You will see confirmation the SMS has been sent to client (existing Contact)
![](https://support.communityds.com.au/wp-content/uploads/2022/11/KB_CI-Assessment-17-1024x70.png)
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