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Updating Assessments Details

To Add an Assessment for a Client with NO Assessment or Missing Assessments, the users should click the Add/Update Services button (Figure 1) to change the Client Service Status as outlined in the image below (Figure 2).

Update Service
Steps to Add Missing Assessments
Update Service Status
  1. Click Add/Update Services
  2. Change the Client Service Status to Inactive
  3. Click Next
  4. Click Finish
  5. Same Client, click Add/Update Services again
  6. Change Client Service Status to Active
  7. Click Next


Posted - November 22, 2013