Allows users to record an unlimited number of needs, barriers, and assessments for a client.
Navigation:
Main Menu → Clients → Application
Applies To: Enterprise
Field Details:
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Assessment:
A need, barrier, or assessment. Required field. User-defined select list. -
Assessment Category:
The category of the assessment. Required field. User-defined select list. -
Topic:
The topic area or type of assessment. Required field. Not user-defined. -
Notes:
Any additional notes regarding the assessment.
Conclusion
The Needs, Barriers, and Assessments feature allows users to record and categorize an unlimited number of client assessments, ensuring a comprehensive view of client challenges and requirements. By properly utilizing Assessment, Category, Topic, and Notes fields, users can maintain accurate and structured records for improved client support and reporting. For further assistance, refer to related articles or contact support.