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The Interview feature in the Relationships Management Module allows you to record Client or Caregiver assessment information.
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Configuring Questions
- From the Main Module click on Setup in top right-hand corner, then click User Defined.
- Next, click on
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- Documentation drop down menu tool on the ribbon, then click Interview Questions.
- Now, go to the Topics tab and add the different topics you want for the assessment.
- Click Add and fill in all fields.Click Save when finished. Repeat if you have more than one topic.
- Type field you have three options, Client, Caregiver or Office Staff. This dictates where the questions will appear.
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- Next, go to the Questions tab and add the questions you want to appear on the assessment.
- Click Add and fill in all fields. Click Save when finished. Repeat for each question you want to add.
- Topic field is populated by the setup done in Step 3.
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