Assessment

Allows users to record an unlimited number of needs, barriers, and assessments for a Client.

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Main Menu > Clients > Assessment

Applies To:    Enterprise   

Field Details

• Assessment: A need, barrier, or assessment. Required field. User-defined Select List.

• Assessment Category: Category of the assessment. Required field. User-defined Select List.

• Topic: Topic area or type of assessment. Required field. Not user-defined.

• Notes: Any additional notes regarding the assessment.