Watch Video


To fill out and complete an assessment on a person, follow these instructions:

  1. From inside the person's tab, scroll down to find the assessment you would like to complete. For example, if you are doing a nutrition assessment, select "new."
  2. This action opens a box to complete the assessment. You can choose the frequency of the assessment: daily, weekly, monthly, quarterly, half-yearly, or annually. For this example, select "annually."
  3. Enter your signature. The system will default to the person's chart you are currently in.
  4. Select the evaluation date. You can also insert the ISP date for this person, which may be a previous date.
  5. In the details section, type up your assessment. Note that the fields to fill out will vary depending on the type of assessment being completed.
  6. Once the assessment is completed, if you want to view or retrieve it later, return to the nutrition tab.
  7. Select the assessment you completed. On the right-hand side at the top, click on "print" to see a printable view.
  8. The printable view will include the diagnosis, medications, diet order, any vitals, or lab results that have been entered into the system, along with your assessment details.
  • No labels