Adding A Single Assessment Date
Table of Contents
Learn how to add a Single Assessment Date from Extended Info.
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You'll find Extended Info in the Client Menu in the Information category - you can also pin it to your favorites for quicker access.  |
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Click Add.  |
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Add the begin date of the assessment and select Single Assessment Date from the Type dropdown menu.  |
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Adding an End Date on the Single Assessment Extended Info Entry
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When a Single Assessment Referral has been done but it was determined the assessment was not needed, you will still receive the Needs Single Assessment Date Entered alert.
Enter the single assessment date on the client chart like you normally would. Additionally, add an end date and details about the SA not being needed. The presence of the end date tells Neo that the CSP alerts are not needed.
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