The Interview feature in the Relationships Management Module allows you to record Client or Caregiver assessment information.

Configuring Questions

From the Main Module click on Setup in top right-hand corner, then click User Defined.
Next, click on 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.
1. Click Add and fill in all fields.Click Save when finished. Repeat if you have more than one topic.
2. Type field you have three options, Employer, Participant, or Office Staff. This dictates where the questions will appear.
Next, go to the Questions tab and add the questions you want to appear on the assessment.
1. Click Add and fill in all fields. Click Save when finished. Repeat for each question you want to add.
2. Topic field is populated by the setup done in Step 3.

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