1 The first step is to open Pathfinder™ and navigate to the Goal Plan list page (using the navigation tree on patient's tab).

2 If you need to finalize edits to a score sheet that is still pending, click on the name of the score sheet to open

3 While in a score sheet, you can assign using the Assign button.

Clicking here will launch the assignment window (not shown here).

4 Another place to Assign is from the Goal Plan/Score Sheet list page.

Click Goal Plans or Close to return to the list page.

*Be sure to save any edits before closing the score sheet.

5 To assign a score sheet that is ready to be scored, click the row of the SS.

6 Click Assign

7 Fill in the assignment window, including an Assignment Type, Assign To, Start By, Available Through dates, and Instructions.

Press Assign to finalize

8 *The Available Through Date will be the length of an assignment for a user. Once the date expires, that score sheet will no longer appear in the Assignment list for a user. 

Use the same steps to re-assign a score sheet or add additional assignments

9 That's it, you're done.