Campus Assess. Setup

The Campus Assessment Screen

Start from the Setup Tab

• Select “Assessment” from the menu on the left side of the screen; this will give you new options on the right
• Select “Campus Assessment Setup” from the list on the right; This opens the Assessment Setup Screen

On the top of the Assessment Setup Screen, you will see 9 Assessment Sections, some of which are abbreviated to fit in the space; These Sections (and abbreviations, if any) are:

• Admission
• Independent Living (Ind. Living)
• Activities of Daily Life (ADLs)
• Medications (Meds)
• Physical
• Social and Cognitive (Social/Cog)
• Safety
• Transfer and Discharge (Trans/Disc)
• Supervisory Visit (Sup Visit)

Each Assessment Section has a number of possible Assessment Categories (Questions) within it. We will explain how to manage these below.

Also on the top of the Assessment Setup Screen are a few other options:

• The Active / All Buttons:
  
  • These buttons will display either only the active Assessment Questions, or all Assessment Questions including inactive questions, respectively.

• Auto-Create Services From Assessments
  
  • This should be checked if the user wants the behind the scenes integration between CliniDex and the services in ResiDex to be enabled, and should not be checked if they want this disabled for any reason. Almost all clients would want this to be enabled.
• Keep All Campuses in Sync
  
  • If there is more than one campus tied together in your implementation of ResiDex, checking this option will sync all campuses so they all have exactly the same types of Assessments and Assessment Questions. If this is unchecked, each campus may have their own campus-specific customized Assessments.

Managing Assessment Questions

All Assessment Categories (Questions) that can appear on Assessments belong to a Section. These are the 9 “Assessment Sections” mentioned earlier. To manage the Questions for a Section, click on that Section.

• Press the “Active” Button at the top of the screen to view all of the questions that are enabled to use for your Assessments. Press the “All” button at the top of the screen to view all of the questions available to use in that category.
• Click on any question on the left side of the screen – clicking on a question opens the details for that question on the right side of the screen.
• For a question to be available to be used on an assessment, the “Active for this campus” box must be checked.
• If the “Active…” box is checked, you can then select what Assessment Types (also called Assessment Occasions) you would like this question to appear on. The Assessment Types / Occasions available are:
  
  
  • Pre-Admission Assessment
  • Admission Assessment
  • Clinical Review
  • Supervisory Visit
  • Transfer
  • Discharge
  • You can also specify that you want the question's results to appear on the Master Care Plan, which is a document that contains information for aides and nurses.

You can have an Assessment Category appear on as many or as few Assessments as you would like.

• Evaluation Options: These are the possible answers to the Assessment question they are tied to. The “#” field indicates what order they will appear in.
• The “Set” field indicates a grouping of evaluation options. Some Assessment Categories allow for multiple Evaluation Options to be selected as answers –  in this case, if you were to select multiple Evaluation Options as answers, you would typically only select one Evaluation Option per Set.
• Related Services – These are services that are tied together with this assessment question.  Answers to assessment questions can be set up to automatically add appropriate services to the Resident’s service plan when they are chosen, to save time and data entry. If you would like to see the related services for an Evaluation Option, just click on the number under the “Related Services” column.

You can control what Related Services are Assigned to Evaluation Options, by going to the “Assessment -> Service Links” Section of the Support Tab.

To manage what Categories appear on your Assessments, just go through the list of all the Categories for each Assessment Section and specify which are active and which aren’t, and specify which Assessments your active questions will appear on. That’s it!

Search

If there is a specific assessment question you want to configure, but you can't find it, you can use the search option. Go to the upper right hand corner of the screen, and select the "Search" button. Search for a term that you know is in the question you wish to configure, and the search feature will tell you where to find it.

*** add reference to search button (search for assessment questions)