Assessment History - Scale Notes

Assessment History - Scale Notes - Standard User

Topics covered in this article: 

• Scale Notes - The Basics
• View Scale Notes (via Assessment History)
• Create New Scale Note (via Assessment History)
• Edit Scale Note
• Delete Scale Note
• Filter Scale Notes (via Assessment History)

Have additional questions not covered in this article? Hop over to Assessments - Standard User: Frequently Asked Questions and Troubleshooting Tips

Scale Notes - The Basics

There are three different types of case notes in eLogic Genesis. Each case note is assigned a type based on where within the system the note was created. Scale Notes are created via the left sidebar  Assessments → Assessment History. 

The Assessment History screen has four major areas:

• Assessments - this page will show all assessed scale outcomes
• Services - assign and view scale services
• Goal Plans/Projections - create scale projections and scale goal plans
• Scale Notes - create and view Scale notes

This article will focus on the Scale Notes area.

View Scale Notes (via Assessment History)

1. Open client record
2. Click  Assessments from left sidebar
3. Click Assessment History
4. Select the Notes toggle
5. Locate the scale to which the note is attached
6. Note is displayed next to histogram

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Create New Scale Note

1. Open client record
2. Click  Assessments from left sidebar
3. Click Assessment History
4. Select the Notes toggle
5. Locate the scale under which you wish to create a note
6. Click  Add Note and a screen overlay will appear
7. Enter the following information:
   • Date Created (required)
   • Hours (optional)
   • Select a Privacy Group (where applicable)
   • Note Tag(s) (optional)
   • Note text
8. Click Add Note to save

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Edit Scale Note

Please note that Standard Users can only edit notes they authored while Agency Admins can edit any note, regardless who authored it.

1. Open client record
2. Click  Notes from left sidebar
3. Locate the note you wish to edit and hover your mouse over it 
4. Click the more button to expand the section
5. Make any appropriate changes
6. Click Save Changes when finished

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Delete Scale Note

Please note that Standard Users can only edit notes they authored while Agency Admins can edit any note, regardless who authored it.

1. Open client record
2. Click  Notes from left sidebar
3. Locate the note you wish to edit and hover your mouse over it
4. Click the  delete icon
   • After the  delete icon turns into a , that is your verification that the note has been deleted and will disappear once you refresh your browser
   • If you wish to undo the delete, click the  undo button. 

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Filter Scale Notes (via Assessment History)

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Notes toggle
5. Use the collapsible filters on the left to filter scales by:
   • Domain - display only scales belonging to the selected domain
   • Scales - display only the selected scale
   • Statuses - display only scales with the selected status (the most recent scale outcome selection)
   • Packs - display scales belonging to a specific assessment
     Remember that filters can be used simultaneously which will narrow your search. Be sure to check all filters are set correctly if no results or fewer results than anticipated are shown
     
6. Scales matching the selected filter(s) are shown

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