What You Can Do in the Assessments Section of the Diagnosis Tab

The Assessments section gives clinicians a dedicated workspace to create, review, and manage all assessment‑related documentation for a client. From this tab, you can:

• Create a New Assessment Start a fresh assessment using any template built under Account Settings → Custom Notes → Assessments. You’ll select the Assessment Type and enter the Assessment Date before completing the form.

• Save Assessments as Draft or Completed Choose Save as Draft if you’re still working or Save & Mark as Completed when the assessment is finalized. All assessments—drafted or completed—automatically appear in the list view.

• View All Completed and Drafted Assessments The default page shows a list of all assessments for the client, including Assessment Date, Professional, Assessment Type, Status, and available Actions.

• Open, Edit, or Review Past Assessments Click any assessment in the list to reopen it, make updates (if not completed), or review previously completed documentation.

When you begin a new assessment, the selected Assessment Type template will load automatically. You’ll be able to choose from a dropdown list of any custom assessment templates created within account settings - custom notes.

Once the assessment is open, you can complete the fields as needed and choose how to save your work:

• Draft status– keeps the assessment editable and stored in the Draft status.
  

• Completed status – finalizes the assessment and marks it as Completed (this is still editable)