NEW: Scheduling Patient Assessments with the Assessment Calendar
The new Assessment Calendar is designed to provide admins and therapists with better visibility into a client’s assessment schedule. The calendar provides a visual overview of:
- Assessments that are assigned to the patient
- Assessment Responses
- Assessment Status
- Next Delivery Date
The Assessment Calendar View is located under the Manage tab of the client's profile:
The calendar view includes an Assigned assessments panel. This panel will list the assigned assessments for patients and participants. From the panel, users will be able to complete the following actions, which are also available in the table view:
- Edit Schedule
- Complete Now (if assessment is available)
- Delete (to remove the assessment completely from the client's active assessment list)
Assessment Calendar Statuses
The calendar will visually indicate the status of a given assessment. Users can hover over the event to see the assessment status, and date details. If the assessment is assigned to a participant, this will also be visible in the tool tip.
Completed Assessments: Assessments that have been completed will appear on their completed date, and will be marked green.
Missed / Expired Assessments: Assessments that have not been completed by a client, and have expired (based on the accounts assessment expiry settings) will be marked red on the calendar
Upcoming Assessments: Assessments that are scheduled to be delivered will appear on their scheduled next delivery date, and will be marked grey.
- Outstanding Assessments: Assessments that have been delivered but not yet completed OR expired will appear on their delivered date, and will be marked orange.
