Agency Admin - Assessments

To learn more about the Source: Inherit / Source: Own button, see Agency Admin - eLogic Network

Have questions that aren't addressed in this article? See Agency Admin - FAQ

If you prefer video walkthroughs, see VIDEO: Agency Admin - Manage and Create Assessments

Topics covered in this article:

• Assessments Tab - The Basics
• Assessment Packs - The Basics
• Search Assessments
• Add Assessment to Performance Report
• Enable Completion Optional on an Assessment
• Indicate as Primary Assessment
• View Assessment
• Create Assessment
• Edit Assessment Name
• Add/Remove/Rearrange Scales Contained in Assessment
• Delete Assessment

Assessments Tab - The Basics

This article will focus on the Assessment Packs section. Use the links below to jump to the Assessment Scales or Assessment Collections articles.

The Assessments tab enables Agency Admins to create and manage Assessment Packs, Scales used on assessments, and Assessment Collections. These three areas are located under the Assessments tab and are broken down into three categories:

Assessment Packs - manage your organization's assessments
Assessment Scales - manage your organization's assessment scales
Assessment Collections - manage your organization's assessment collections

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Assessment Packs - The Basics

Assessment Packs contain assessment scales used to measure client movement over time and/or after the provision of services. Organizations typically have one Primary Assessment, which includes the primary social determinant of well-being scales, and is administered to document a client's baseline presenting needs upon initial intake. Organizations can create other, specified assessments for myriad applications. Some examples of additional assessments:

• Secondary Scales not included in the Primary Assessment
• Substance Abuse
• Mental Health
• Housing
• Employment

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Search Assessments

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Enter the name of the desired Assessment in the textbox
4. Assessments containing the entered information will filter below

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Add Assessment to Performance Report

Learn more about Pack Performance Reports in Client Reports

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to add to Performance Reports
4. Click the Performance Report checkbox next to the Assessment
5. Assessment will become available under Client Reports → Pack Performance

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Enable Completion Optional on an Assessment

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to enable Completion Optional - all scales contained in assessment must have one "N/A" option with a value of negative one. See additional information to set up and Enable Scale "Completion Optional" in Assessment Scales
4. Click the Completion Optional checkbox next to the Assessment
5. Navigators will be able to finalize the Assessment without selecting outcome statements for each scale

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Indicate as Primary Assessment

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to be designated as your organization's Primary Assessment
4. Select the radio button under Primary Assessment
5. When running reports, all filters and columns indicating "Primary Assessment" will default to the selected assessment

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View Assessment

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to view
4. Click the  settings icon
5. Assessment Name is displayed in the top-most textbox
6. Scales presently on the assessment are displayed under the Assessment Scales section, under SELECTED SCALES to the right

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Create Assessment

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Click Add Assessment - textbox will expand below
4. Enter Assessment name
5. Click Save Assessment - assessment settings will open automatically
6. Under the Assessment Scales section, select the Domain under which the desired Scale is located 
7. Available Scales are shown below
8. Select the desired Scale(s) - Scale button will turn orange and the scale will be added to SELECTED SCALES on the right
9. Repeat steps 6-8 as needed
10. When all desired scales have been added to SELECTED SCALES, rearrange the scales by clicking and dragging them to desired order
11. Click Save Assessment
12. Assessment is available in client records

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Edit Assessment Name

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to edit
4. Click the  settings icon
5. Make any desired changes to Assessment Name
6. Click Save Assessment

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Add/Remove/Rearrange Scales Contained in Assessment

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to edit
4. Click the  settings icon
5. Add Scales:
   1. Under the Assessment Scales section, select the Domain under which the desired Scale is located 
   2. Available Scales are shown below
   3. Select the desired Scale(s) - Scale button will turn orange and the scale will be added to SELECTED SCALES on the right
   4. Repeat steps 5.1-5.3 as needed
   5. Click Save Assessment
6. Remove Scales:
   1. Under SELECTED SCALES, locate the scales you wish to remove
   2. Click the  delete icon
   3. Click Save Assessment
   4. Scale is removed from assessment
7. Rearrange Scales:
   1. SELECTED SCALES, rearrange the scales by clicking and dragging them to desired order
   2. Click Save Assessment

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Delete Assessment

Assessments can be deleted from the Assessment tab or within the Assessment Settings

Delete Assessment via Assessment Tab

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to delete
4. Click the  delete icon

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Delete Assessment via Assessment Settings

1. Click Agency Admin from the system navigation bar
2. Click Assessments
3. Locate the assessment you wish to delete
4. Click the  settings icon
5. Click the  delete icon

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