CI Assessment – Send reminders to clients who didn’t complete survey

Reminders are only sent to clients and should only be sent if a client has a CI Assessment that is in draft.

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.   In the Activities Menu

Click on CI Assessments

Tip:
If you can't see CI Assessments in the menu speak to your manager, they may need to add Permissions (role) to your user account to allow access.

Step 3.   Search for Draft CI Assessment/s for a client

Tip:
Not sure how Search works look here Search

In Assessment Status
– Select Draft

Tip:
Always select Assessment Status Draft. You should only resend a CI Assessments that is in Draft

In Assessed By
– Select – – – one or all of the below
– Client via Email
– Client via SMS
– 3rd Party via Email
– 3rd Party via SMS

Now click green Search button

Tip:
If you know the date the CI Assessment was created you could include a date range in your search 'Created After' and 'Created Before'

Step 4.   Select Clients with Draft CI Assessments and Resend (Email, SMS)

Select the client from the list

Tip:
You can tick the box next to the Assessment or use Select and select all

Then click on ‘Resend CI Assessment (Email, SMS)

Step 5.   Confirm CI Assessment has been sent

Next you will see a message at the top of the screen indicating that # Assessment will be sent shortly.

Tip:
The Screenshot below is an example of selecting 1 Assessment.

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