Assessments allow Customers to collect, validate, and act on data about a Seeker’s social care needs in order to improve navigation and provide guidance for their Customers.
Customers can choose their own questions, or use a standard Assessment like the PRAPARE Assessment.
Once the Assessment has been filled out and submitted, search results can populate if a social need was identified. The user can then navigate and refer/self-refer to programs that meet their needs through a Program Recommendation Summary (PRS) or Personalized Search Results.
Assessments can be staff-administered or self-served by your community. Your assessment can be made available to:
The public (logged in or not logged in)
Logged-in provisioned staff users
Upon completing the Assessment, the user clicks a “Review Form” button and sees a page summarizing the questions and responses. From here, the user is prompted to obtain/give consent to record this information before submitting the Assessment.
First, let's meet the needs that were identified. We provide two different search options, and a third option for staff-only:
Personalized Search Results
Take advantage of our vast network to find the right program to meet the needs that were identified. Let us know what kinds of services you want to see and we’ll highlight the areas in the category bar where someone screened positive. Click once on the category and you’ll see available programs to address the need.
Program Recommendation Summary (PRS)
- Know the exact program your organization would recommend when someone screens positive for a need? Try the Program Recommendation Summary (PRS). Select specific programs to be shown should the person being assessed screen positive for that need. Based on the screening results, programs pull together in a single list, making it easy to make referrals or print the summary to share with the person being helped. Updating the resources shown is easy as you’ll manage this directly using your Favorite Folders!
- “Thank you for completing this form”
- Staff-administered Assessments can link to a “Thank you for completing this form” page. However, no search results will be configured with this option.
Organize the work that you're doing on behalf of the people you're helping. Goals can be automatically generated based on the needs identified. Later, as staff navigates to meet those needs, they can organize that work under the goal. Learn more about goals here.
When Assessments are been submitted, the Helper who submitted the Assessment and the Seeker will receive an email with a link to their search results.
Email notifications can be turned on/off for Seekers and/or Helpers.
Who can see submitted Assessments?
Users can see submitted assessments if:
They are a provisioned user and submitted the Assessment on behalf of a Seeker
Another user in their Team Navigation role submitted an Assessment for the Seeker
Assessments were shared with their role at the Form or Kiosk Level.
By default, Assessments are visible for the provisioned user that was logged in and helped a client/patient fill out a form. For that provisioned user, the submitted Assessment will be visible in the Forms section of the Seeker’s Profile.
Undoing an Assessment
You may undo the most recently submitted Assessment. Undoing an Assessment submission will:
Delete the submitted form
Delete any goals that were created by that form + delete any notes that have been added to those goals + disassociate any referrals that have been added to that goal
Reverse any Profile fields that were automatically updated by the form submission to their state just prior
For more information, including the configuration process and implementation, review the Assessment Implementation Workbook.
If you'd like to discuss setting up an Assessment on your platform, please contact your Customer Success Manager.