Your agency's assessment report template is available for any initial or follow-up assessment session. Data from your student’s care plan is automated into the report to ensure accuracy and efficiency.
- Click on an Initial Assessment or Follow-up Assessment session.
- Tap and hold on Session Details in the header (right click on desktop).
- Select the date range of the patient's past authorization period.
- Select Generate Report.
The report will be exported as a Word document on a device with Word installed. For other devices, you will be prompted to save or email the report.
A saved report can be opened in Google Docs.
Demo video: How to Generate a Reassessment Report