AR
Ali Ryder 🧑‍💼 Staff
about 3 hours ago
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Assessments in Case Management

In Case Management, add a new tab called "Assessments." In that tab, you're going to have sub-tabs (like how if you have multiple Custom Tables, you have a Custom Tables tab and then each Custom Table is it's own sub-tab underneath) for SPDAT, VI-SPDAT, and VAT. If more assessments get added to HIFIS, they would be added here too.

From the Assessments tab, you can add an applicable assessment directly, assuming you have rights.

If you add an assessment from the Front Desk or Client Management, have an extra field (optional) that's, like, "Case File" and it will allow you to associate an assessment with a case.

The Case file should list all Assessments that are associated with the Case.

🧙‍♂️Case Management 🌡️SPDAT & VI-SPDAT 🌡️VAT 🌟New Feature
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