Using the Assessment Section in the Diagnosis tab

Using the Assessment Section in the Diagnosis tab

Overview

The Assessments section in the Diagnosis tab provides clinicians with a dedicated workspace to create, edit, complete, and review all assessment documentation for a client. This area centralizes assessment activity, making it easy to track progress, maintain compliance, and collaborate with supervisors when needed.

What You Can Do in the Assessments Section

From the Assessments section, clinicians can:

  • Create new assessments within Settings - Account Settings - Custom Notes

  • Save assessments as Draft or Completed

  • View all past assessments in a sortable list

  • Open and edit draft assessments

  • Review completed assessments

  • Send assessments to a supervisor for review

Creating a New Assessment

  1. Navigate to the client’s Diagnosis tab.

  2. Select Assessments.

  3. Click New Assessment.

  4. Choose an Assessment Type from your custom templates (created under Account Settings → Custom Notes → Assessments).

  5. Enter the Assessment Date.

  6. Complete the assessment fields as needed.

When finished, choose one of the following:

  • Save as Draft – keeps the assessment editable.

  • Save & Mark as Completed – finalizes the assessment (still editable if needed).

All assessments—draft or completed—will appear in the list view.






When opening a draft assessment, you can make updates and/or change the status to Completed and select Save Changes.



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:

  1. Open the assessment.

  2. Check Ready for Supervision.

  3. 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 the 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.



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