Business Units – Assessments Tab
Path: Administration>Configuration>Business Units
Using this tab, you can define the users within a discipline who are allowed to complete different types of assessments.
You can sort, group, and filter columns in the grid to easily find the necessary information on the Assessments tab.
You can edit or complete the following fields as appropriate:
| Field | Description |
|---|---|
|
Discipline |
Name of the discipline to which the assessment templates belong. |
|
Name |
Full name of the assessment template. |
|
Has OASIS |
This column shows whether an assessment contains the OASIS part. |
|
Has HIS |
This column shows whether an assessment contains the HIS items. |
|
Patient Class |
Patient class name for which the assessment templates can be created. |
|
Age Ranges |
Patient age range within which the appropriate assessment can be completed. |
|
Version |
Version number of the assessment template. |
|
Modified Date |
Date when the template was last changed. |
After clicking the Assessments tab, the templates are sorted by the modified date in descending order by default.
| Field | Description |
|---|---|
|
Template Modifier |
Name of the template modifier. |
|
Use |
Select to use the needed assessment within the Business Unit. |
|
Edit Template |
Click to open and edit the selected assessment template and enter the template modifier name in the Edit Template dialog. |
|
Load New or Revised Assessment Templates |
Click to navigate to the new or revised assessment templates and load them to the Business Unit. |
|
Current default location for modified templates |
In this field, you can view the location where the modified templates are saved or navigate to the saved templates. |
Associated pages
- Business Units Window
- Managing Business Units
- Defining the address and phone for a business unit
- Defining or removing branches in a business unit
- Set up branch address rules
- Define agency teams and legal entities
- Managing Netsmart Homecare assessment templates
- Managing Scopes
- Business Units – Basic Tab
- Business Units – Address Tab
- Business Units – Branches Tab
- Business Units – Teams and Legal Entities Tab
- Business Units – Provider NPI Tab
- Business Units – QIES Facility ID Tab
- Business Units – Billing Formats Tab
- Business Units – Exchange Communities Tab
- Business Units – Scopes Tab
