The following frequently asked questions provide details on the most commonly asked about pieces of the Assessment Data feature. Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.
Use the FormBuilder ReportBuilder feature and select a date range for the report that covers the full year. When running the report, you'll see the progression of the administered assessments over the time period specified. You won't be limited to just seeing the latest values for the assessment as you would were you to use other report functionality such as the Demographics ReportBuilder.
The psychosocial history form only tracks psychotropic medications, not all medications. In order for the assessment to know whether or not a medication is psychotropic, that medication needs to be specified as such in the client's medication records within the Medical module. Note that not all programs are set up to include the "Psychotropic?" checkbox on medication records. If you do not currently see that checkbox and would like to, please contact the Help Desk to determine if that feature is right for your program type.
The "no assessment instrument found" error indicates that there may be no FormBuilder form associated with the event listed on the Charting Timetable, or that the FormBuilder form associated with the event has not been correctly configured to display for the selected program. For troubleshooting purposes, use the FormBuilder to confirm that:
- there is a form with the same name as the chart event in question
- the location for the form is set to "Listed as a Charting Event"
- you have selected the correct program(s) on the Programs tab for the form
If the form is configured correctly based on these specifications, double-check that you have contacted the Help Desk to add the form to the list of events available in the charting timetable
Once these configurations and steps have been completed, the form will be available within the Outcomes module Assessment Data feature and/or the Services - Individual module's Assessment Data feature for that program, depending on how your database is configured.
The due date for an assessment should only be changed before data is entered in that assessment. If the due date is changed after data entry has been done, whatever data was entered will no longer be displayed in the Outcomes module Assessment Data feature. In order for the data to be restored in this situation, the due date must be returned to the originally used date using the Services - Individual module's Charting Timetable feature.