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Assessment

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:

  • 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.

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