View source for Assessment Concepts

Assessments are organized as shown in the following diagram:

[[Image:Aref1.gif]]
 
* Assessments as based on assessment templates in a similar manner to referrals.
* You can create any number of assessments to the same referral.  For each type of assessment or service offered by your company, you will need a different assessment template.  See your [[System Administrator|system administrator]] to add other assessment templates.
* Each assessment can gather different information about that specific type of assessment, and have different statuses.
* You associate the evaluator to each assessment to be performed.
* Each assessment template can be associated with a '''specific group''' of qualified service providers.
* If you restrict the service providers associated with each assessment type, then only the qualified providers are selectable.  If you don’t create this relationship, then you can select from any contact in the system.