Assessment Setup

Setup Assessment Types

ResiDex allows users to determine both the types of Assessments being performed as well as customizing the names of these Assessments.  The facility's preferred name (rather than our defaults) will appear on reports such as Assessment Summaries, Worksheets, Forms and Reports. More information on Assessment Types may be found here.

Assessment Service Links

In the process of completing an assessment, the individual's care and services needs are identified.  Our "Assessment - Service Link" option will allow you to identify and add services to the resident's plan of care while you are performing the assessment.  The process allows you to:

  • Link one or more services to any assessment evaluation option
  • Select the service(s) you wish to schedule for the individual
  • Enter specific information about the service (Days, time, provider, task details, etc.)


Assessment-Service Consistency

ResiDex can be configured so changes to a resident service plan will not be allowed until a corresponding assessment item has been updated for that resident.  This has the effect of ensuring your residents' service plans are always consistent with their assessments.

Assessment: Subset Setup

Assessment Subsets are mini-assessments that can be viewed and entered within a larger assessment.  Each campus within a database can create their own assessment subsets.

Assessment of Vulnerability

Assessments are done, in part,  to identify and document a resident's current needs and abilities. It is in identifying resident needs that we are also identifying their vulnerabilities. Assessments performed in Residex allow a number of different types of reports to be generated once assessment items have been answered.  In addition to reports such as Assessment Summaries, the Individual Abuse Prevention Plan is a document that is also created;  it displays those areas identified in the assessment as being needs or vulnerabilities.  Users can control what items pull into the Abuse Prevention Plan AND can quickly update a resident's Individual Abuse Prevention Plan using the subset feature:

Assessment Question Setup

Assessments are made up of topics, categories (questions) and evaluation options (possible answers). Your database will come with a list of questions that you can select to appear on each assessment type.  We will break down the assessment setup for you.  If the questions that are there do not meet your needs, please This email address is being protected from spambots. You need JavaScript enabled to view it. to assist in customizing the assessment questions with you.

Assessment Signatures

Assessment summary reports have customizable signature lines.  These are set up per database.  Setting up signatures is very easy using the following simple steps.

Assessment: Master Assessment Setup

The CliniDex Assessment tool is highly customizable.  You can customize your assessment by simply turning on/off current assessment categories or get very detailed in the customization by adding new categories and/or evaluation options.

USE THE FOLLOWING PROCESS WITH CAUTION! Editing an evaluation option from "Independent with toileting" to "Needs assistance with toileting" will affect any assessments that have previously been entered and so impact Assessment history.  It is ok to ADD new evaluation options, but EDIT items with EXTREME CAUTION!