Managing Assessments: Creating, Completing, Locking, and Supervisory Sign-Off
Overview
The Assessments section in the Diagnosis tab provides clinicians with a dedicated workspace to create, edit, complete, and review assessment documentation for a client. This area centralizes assessment activity, making it easier to track progress, maintain documentation standards, and collaborate with supervisors when needed.
MBP also allows clinicians to lock completed assessments to prevent further changes while still allowing assigned supervisors to review and sign locked clinical documents.
What You Can Do in the Assessments Section
From the Assessments section, clinicians can:
Create new assessments using custom templates.
Save assessments as Draft or Completed.
View past assessments in a sortable list.
Open and edit draft assessments.
Review completed assessments.
Lock and unlock completed assessments.
Send assessments to a supervisor for review.
Allow assigned supervisors to complete their supervisory sign-off, even when an assessment is locked.
Creating a New Assessment
Navigate to the client's Diagnosis tab.
Select Assessments.
Click New Assessment.
Choose an Assessment Type from your custom templates (created under Settings → Account Settings → Custom Notes → Assessments).
Enter the Assessment Date.
Complete the assessment fields as needed.
When finished, choose one of the following:
Save as Draft – keeps the assessment editable.
Save & Mark as Completed – Marks the assessment as completed. It remains editable until it is locked.
All assessments, whether Draft or Completed, will appear in the list view.
Editing an Existing Assessment
To make changes to an existing assessment:
Navigate to the client's Diagnosis → Assessments section.
Locate the assessment you want to update.
Open the assessment.
Make your changes or update its status.
Select Save Changes.
Draft assessments can be edited as needed. Completed assessments can also be updated until they are locked.
Locking and Unlocking Completed Assessments
Once an assessment has been completed, you can lock it to prevent further modifications. Locking provides an additional layer of protection for finalized clinical documentation.
To lock an assessment:
Navigate to the client's Diagnosis → Assessments section.
Open the completed assessment.
Select the Lock option.
Confirm the action, if prompted.
To unlock an assessment:
Locate and open the locked assessment.
Select the Unlock option, if you have the appropriate permissions.
Once unlocked, you can make the necessary changes and save your updates.
What happens when an assessment is locked?
The assessment remains available for viewing.
The assessment content cannot be edited while locked.
Changes to the completed assessment must be made after it has been unlocked.
Assigned supervisors can still review and sign the assessment, even while it remains locked.
Only users with the appropriate access and permissions can unlock a locked assessment. If you do not see the Unlock option, contact your practice administrator for assistance.
Sending an Assessment to a Supervisor for Review (NEW)
Assessments can be routed to a supervisor directly from the assessment screen.
To send an assessment for supervision:
Open the assessment.
Check Ready for Supervision.
Save your changes.
Your supervisor will see the assessment in their To-Do page, where they can:
Review the assessment.
Add comments.
Mark it as Needs Supervision if updates are required.
Complete the supervisory sign-off.
If a supervisor marks an assessment as Needs Supervision, it will reappear in your list with an updated status. After making any required changes, mark it Ready for Supervision again.
Supervisor Signatures on Locked Clinical Documents (NEW)
Locking a clinical document does not prevent an assigned supervisor from completing their required supervisory sign-off.
Even when a document is locked, assigned supervisors can still review and sign the following clinical documents:
Assessments
Treatment Plans
Intakes
Case Conceptualizations
This allows clinicians to finalize and protect their documentation while still providing supervisors with the ability to complete their review and signature requirements.
Please note: Supervisory signing does not require the document to be unlocked. The assigned supervisor can complete the sign-off while the document remains locked.