The Client Completed Assessments Report will show you a list of all complete assessments for your clients.

To run this report hover over Reports in the main menu, then select Client from the pop-out menu, as shown.

Select Client Completed Assessments from the list as shown.

This will open the report and allow you to filter the data as needed.

The following filters are available:

Office Name

This will allow you to choose which office to view, if you have more than one. If you have only one office, it will be preset.

Client Status

This will allow you to choose whether to view active clients, inactive clients or both.

Client Name

This will allow you to choose which client or clients to view. Multiple or all clients can be selected if required.

Assessment Type

This will allow you to choose which type of assessment you wish to see: initial, reassessment, care plan update or no assessment type. Multiple or all types can be selected if required.

Date Range

This will allow you to set the date range for assessments that you wish to see.

Once you have set your filters, select View Report to generate the report. The report will show as follows.

You will see a list of clients and their assessments completed within the selected date range. For each assessment you will see the date and time it was completed, as well as the type. If the report has more than one page, you can use the options at the top of the page to navigate. You can also search within the report or download it as an Excel, CSV or PDF file using the save button.


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