How Can I Perform An Assessment Via The Focus Panel?

Issue

I'd like to know how to complete an assessment right from the prospect's focus panel.

Environment

Kipu CRM, Patient/Prospect Records

Resolution

An assessment can be completed directly from the focus panel whether from within the Patient Records grid or the Admissions Pipeline. Simply navigate to the Assessments tab within the panel and choose an assessment to answer.

1. From the landing page navigate to either the Patient records or the Admissions Pipeline.
2. Select the patient from the grid. This will reveal the Focus Panel on the right side of the screen.
3. Select the Assessments tab.
4. Click the Select an Assessment to Answer field and choose an assessment to complete.
5. Select Add.                                                              
6. Locate the newly added form in the focus panel and select Answer.                                             
7. Complete the form and select Save.
8. Choose Save and close when you have completed answering the assessment.
9. Progress of the completion will be displayed within the focus panel and the assessment will be recorded to the patient record.