Assessments - Standard User FAQ

Assessments - Standard User: Frequently Asked Questions and Troubleshooting Tips

This article will cover commonly asked questions and troubleshooting tips for the Assessment section via the left sidebar. Click on the Assessment section you'd like to learn more about:

• Assessments FAQ
• Assessment Scoring FAQ
• Assessment History FAQ

Assessments FAQ

• The Assessment I want to conduct is not in the drop-down list
• How can I edit an Assessment after it's been Finalized?
• Why is there an "AutoAssessment" in the list of Conducted Assessments?
• The Copy Assessment Across Family Members icon is not available
• Why do some Completed Assessments have "Created by" and "Finalized by"?

The Assessment I want to conduct is not in the drop-down list

There are a few reasons why an assessment is not available in a client record:

• Your role permissions prohibit you from conducting the assessment - please ask your Agency Administrator if your role permissions have changed
• The assessment has been assigned to a Program by an Agency Admin - only clients who are enrolled in the assigned Program can take the assessment. Please check with your Agency Administrator if they have recently updated Programs using the Agency Admin tools
• The assessment is actually an Assessment Collection - if your Agency Admin has created an Assessment Collection...
  1. Open client record
  2. Click Assessments from the left sidebar
  3. Click Assessments
  4. Click the Assessment Collections toggle
  5. Click the Available Collections drop-down to see if desired assessment is available

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How can I edit an Assessment after it's been Finalized?

Unfortunately, an assessment cannot be edited after it has been finalized. It can, however, be recreated with the desired edit to replace the original. Follow the steps below to resolve this issue:

1. Open the finalized assessment in a new tab
   1. Open client record
   2. Click Assessments from the left sidebar
   3. Click Assessments
   4. Locate the assessment you wish to edit
   5. Right click View and select "Open link in new tab" from the menu
2. Conduct a new assessment to replace the finalized assessment
   1. Click the Available Assessments drop-down list
   2. Locate and click the assessment you wish to edit
   3. Click Start
3. Replicate the finalized assessment in the new assessment
   1. Conduct new assessment and use finalized assessment's selections as reference
   2. Make the desired edit in the new assessment
4. Backdate new assessment
   1. Review all scale outcome statements on this screen
      • If edits are needed, click the corresponding Scale tab from the list to the left
      • Select the correct scale outcome statement
   2. Enter the Finalize Date (backdate assessments here)
5. Click Finalize Assessment
6. Delete original assessment
   1. Click "← Assessments" from Assessment Score overlay
   2. Locate original finalized assessment under Completed Assessments 
   3. Click the delete icon

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Why is there an "AutoAssessment" in the list of Conducted Assessments?

An  "AutoAssessment" is a single scale assessment and can be created by four different events:

1. The client has a Quick Assessment on their record
2. The client has been assigned a service that triggers a Quick Assessment
3. A household member was assessed on a scale that was set as a Family Type scale
4. The client has completed a prescreen that contains an assessment scale

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The Copy Assessment Across Family Members icon is not available

The feature that enables staff to copy finalized assessments across family members is not right for every assessment and/or organization. eLogic Genesis team members work closely with your Agency Admins to be sure the system is calibrated for your organization. If you think this feature could benefit your staff and clients, please have your Agency Administrator contact us and we will see if this feature works for you!

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Why do some Completed Assessments have "Created by" and "Finalized by"?

"Created by: ______________" are assessments that have been:

• scheduled by the navigator
• begun, but not finalized by the same navigator
• scheduled, conducted, and finalized by the same navigator

"Finalized by: ______________" are assessments that have been:

• created, scheduled, or begun by a navigator, but is finalized by a different navigator

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Assessment Scoring FAQ

• A completed assessment had a very low score, but the status said it was "Safe" or "Thriving"

A completed assessment had a very low score, but the status said it was "Safe" or "Thriving"

Some scales can be "inverted" by Agency Admin. Typical scale values run from 1-10, one being the lowest, ten being the highest possible outcome. An inverted scale will flip the scale's value and make 1 the highest possible outcome selection. An assessment that contains only inverted scales score "higher" for lower numbers and score "lower" for higher numbers.

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Assessment History FAQ

• A scale my client has been assessed on is not showing in Assessment History
• The scales disappeared after using the collapsable filters on the left
• Why aren't family scales being shown in a deceased client's record?

A scale my client has been assessed on is not showing in Assessment History

Some assessment scales are not applicable to some clients. For example, a Childcare scale may have an outcome selection indicating that the client does not have children. This scale would be considered an "N/A" scale in eLogic Genesis and could be hidden from the client's Assessment History page.

1. Open client record
2. Click Assessments from the left sidebar
3. Select "Assessment History"
4. If the button directly above the Assessment History filters reads "Show N/A Scale", click it once to displays "Hide N/A Scale"
   
5. Hidden N/A scales are now shown

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The scales disappeared after using the collapsable filters on the left

Tip: Avoid "conflicting" filters!

All filters throughout the different sections of eLogic Genesis "stack". This means you can have multiple filters for one area set at the same time to further narrow and refine your search.

Food → Fruit → Apple = Red Apples, Green Apples

However, if multiple conflicting filters are used simultaneously, they will yield no results. 

Food → Fruit → Baseball = No results

For example, if the Scales filter was set to display only the "Job Retention" scale, the screen will show only the Job Retention scale. If an additional Domain filter were set to "Transportation" at the same time, no results will show as the system is looking for a scale that is both "Job Retention" and under the "Transportation" filter.

Why aren't family scales being shown in a deceased client's record?

Records for all other family members are automatically created when a family-type assessment is allocated to one family member. The process of preventing automation in the records of family members who have passed away was established so that family-type assessments do not influence the records of customers who have passed away on or after the date of their passing.

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