1 Select your patient tab to open the navigation tree.
2 Click Assessment Plans
4 Click Assessment Plan
5 In the Description field, add the name of your Assessment Plan.
6 Click Ends On: to adjust how long you want this assessment to remain open.
7 Click Frequency:
8 Select the option of how long you intend to run an assessment plan
9 Click Plan Items:
10 Click +Add
11 Click Skill Library
*See tutorial for adding skill libraries (admin workflow).
*If skill groups have not been created for your company, you can select an entire domain, entire protocol, or search the Protocol skills to select skills for an assessment.
12 Select a skill library.
Again, an admin should be creating skill libraries for your company. See tutorial for instructions.
13 Click Add
14 Click >Save
15 That's it. You're done.
The next step is to create Assessment Score Sheets. See additional tutorials to review those workflows.