Clinic Assessments

Site Assessments

(Topic Last Updated On: 05/05/2010)

The Site Assessments menu item on the Assessments menu launches the Site Assessments screen, which is used to view, modify and add site assessments. Some site assessments are delivered with Methasoft, but all are fully customizable using the Assessment Wizard functionality, which allows full customization of existing assessments and functionality for building new ones. When the Site Assessments screen is opened, the Home Site's Assessment History is displayed, showing all previous site assessments saved for the facility. The Assessment Library is displayed below the site's assessment history, for adding a new site assessment. Assessments are divided up into Modules containing groups of related questions. Once the last module has been completed, the Mark As Complete button saves the completed assessment and marks it as completed. Site Assessments are not tied to a Patient ID, but instead only to the Home Site - thus it does not matter if or which patient is retrieved when a Site Assessment is entered.

The Site Assessments screen

The first module, 'Physical Attributes' of a Quality Assurance Assessment

The last module, 'Counseling Services' of a Quality Assurance Assessment

Field Descriptions

Assessment History for (Site Name)

This section of the screen displays all site assessments that have been saved for the Home Site. Assessments that have not been completed will appear without a 'Completion Date'.

Assessment Library

This section of the screen displays all assessments that can be added by the current user for the Home Site. Available assessments include all of those delivered with Methasoft and any built using the Assessment Wizard screen, provided the user has security access to each assessment on the Security Administration screen ('Object Type' - Assessment).

Grid Columns

Assessment Name

This column displays name of each assessment, as defined on the Assessment Wizard screen.

Start Date

This column displays the date and time each assessment was initially saved in Methasoft without using the Mark As Complete button.

Completion Date

This column displays the date and time each assessment was completed, using the Mark As Complete button.

Description

This column displays each assessment's description, as defined on the Assessment Wizard for each assessment.

Command Buttons

edit

Pressing this button beside an assessment under a site's Assessment History will open the assessment for editing.

delete

Pressing this button beside an assessment under a site's Assessment History will open a Windows Internet Explorer application message, confirming you want to delete the adjacent assessment. Clicking on OK then deletes the assessment and refreshes the site's Assessment History.

report

Pressing this button beside an assessment under a site's Assessment History will open the report for the adjacent assessment on an instance of the assessments report screen, which displays the assessment in report form and provides printing and export options.

scoring

Pressing this button beside an assessment under a site's Assessment History will open the scoring summary for the adjacent assessment on an instance of the assessments scoring screen, which displays a scoring summary for all applicable data.

add new

Pressing this button beside an assessment under the Assessment Library will open a new instance of the assessment for the Home Site.

Next>

Pressing this button while entering an assessment opens the next module of the assessment.

<Back

Pressing this button while entering an assessment opens the previous module of the assessment.

Save

Pressing this button at any point while entering an assessment will save the assessment, but will not mark it as completed with a 'Completion Date'.

Mark As Complete

This button only appears once the last module of an assessment has been reached. Pressing this button will save the assessment and mark it as completed with a 'Completion Date'.

Procedures

How to Add a Site Assessment
1.) Click on the add new button next to the assessment you would like to add. This will open a new instance of the selected assessment. 2.) Enter the assessment data as needed for the first module of questions. 3.) Click on Next>. This will open the next module of the assessment. 4.) Repeat Steps 2 - 3 for every module in the assessment until the last module has been completed. <back can be used as needed to return to previous modules. 5.) Click on the Mark As Complete button. This will save the assessment with a 'Completion Date', and return you to the Site Assessments screen.

How to Edit a Site Assessment
1.) Click on the edit button next to the assessment you would like to edit. This will open the selected assessment for editing. 2.) Edit assessment data as needed for each module of questions, using the Next> and <Back commands as needed to change modules, or select a module directly at the top of the screen. 3.) Once all data has been edited, move to the last module of the assessment, by either pressing Next> or selecting the module directly. 4.) If the editing was done to complete the assessment, click on Mark As Complete. If you do not with so update the 'Completion Date' of the assessment, click on Save.

How to Delete a Site Assessment
1.) Click on the delete button next to the assessment you would like to delete. This will open the Windows Internet Explorer application message shown below, confirming you want to delete the selected assessment. 2.) Click on OK to delete the assessment. This will return you to the Site Assessments screen and refresh the site's Assessment History.

Considerations

Navigating Among Modules

The modules of an assessment are listed across the top of the screen when an assessment is being entered. Besides using Next> and <Back to navigate modules, a module can also be selected directly from the top by clicking on it.

Mark As Complete vs. Save

Generally the Mark As Complete button is only used when an assessment is completed. The Save button is generally used instead of Mark As Complete when an assessment is only partially finished, or when editing after an assessment is completed to avoid updating the 'Completion Date'.

Required Fields

Fields on each assessment can be configured on the Assessment Wizard to be required. When this is true, the system will not let you proceed to the next module until the required data has been entered. If the assessment only contains one module, the system will not let you save the assessment until the required data is entered.