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My Settings > Definition Fields > TPP
Assessment Domain - this is where the Form Assessment icons are set up. You can change the Form icon picture here, rename the form assessment etc.
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Assessment Category - Form Assessments are created here and linked to the appropriate Assessment Domain. You can also select those employees that you want notified by email once a certain type of assessment is completed.
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Facility - here you set the Form Approver for each facility. So if, for example, an Assessment is completed concerning someone in Sunshine House, you can set it so that Michelle Kay is the Form Approver for Sunshine House Assessments.
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My Settings > Definition Fields > Surveys
Survey Category - enter in your Assessment Survey names,
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tick that they are an Assessment Type and select which 'Parent' they belong to, ie. Assessment. You can also Assign staff to the assessment here.
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LIKERT SCALES: Scale Grid Group - type in your 'Likert scale' name
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LIKERT SCALES: Scale Grid Value - select your newly created Likert Scale from the drop down list. Add in your scale values, ie. 1 to 5 or High to Low etc. Scale Grid Values can be as basic as yes/no answers to Multi Select answers.
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Now we create that actual Assessment Surveys
My Surveys > Survey Setup
Tick the Assessment box and select 'Filter', then press the 'New' button to create a new Assessment.
Enter in the Name of the Assessment. Make sure you select a Survey Category and Assessment Category in the trees but make sure you select Assessment associated ones. And enter in a Start Date, that this Assessment will be available to use, and an End Date if required.
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Now click the 'Survey Question' tab, select you Assessment from the drop down box and create your Assessment (Survey) Questions/Headings as usual.
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Your Assessments are now ready to be used through the Clinical App.
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Select the facility you wish to check and a list of assessments waiting for approval will display. Select the assessment you are Approving and click on the Approve button. Before Approving, you can add to Watch List if you need.
Once these are completed, you will be able to see these forms in the ionMy database where you can then view, process, escalate, report etc.
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Click here to download a copy of the guide:
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