Client Services Salesforce

Recording a Children's Assessment

Updated on

As Children's Services staff members at My Sister's House continue to meet with children on their caseloads, we need to record the Children's Assessment to measure the child's needs and create a treatment plan.

This article describes how to record a Children's Assessment.

Begin from the client's Contact Page.

1. Click Assessments.

2. Scroll down and click New Assessment.

3. Select Children's Assessment.

4. Click Next.

Depending on your internet connection, it may take a few moments for the assessment you selected to load. During this time you will see dots on the screen. Keep waiting and it will load.

5. Press Click to go to Children's Assessment.

6. Click Edit.

7. Answer all questions appropriate for the child's age.

8. Click Save.

The Children's Assessment has been created and can be found in the Assessments section of the Contact as well as the child's Children's Services - MSH Program Engagement.

Great job! Now go recharge with some seat spinning.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Creating a Retention Coach Assessment
Next Article Assigning a Client to a Bed