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Manage Netsmart Homecare assessment templates

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Prerequisite: You must have System Administrator privileges to load the assessment templates.

  1. Go to Administration>Configuration>Business Units.
  2. In the left pane, select the appropriate Business Unit.
  3. Click the Assessments tab and perform the appropriate actions:
To load new or updated assessment templates:
  1. Click Load New or Revised Assessment Templates.
  2. Navigate to the appropriate folder in the Templates directory and select the needed templates.
  3. When navigating to the template file, select the Details view to show the information about files and find the proper template using the name and date of the file.
  4. Click Open. A verification message appears for each template indicating that it was installed or updated.
  5. Once the message is displayed, click OK.

The attributes that pertain to the installed template will be automatically completed.

To define a discipline access to an assessment template, perform the appropriate actions:
  1. To grant access to the assessment template, select the Use check box next to the discipline and assessment name combination.
  2. To deny access to the assessment template, clear the Use check box next to the discipline and assessment name combination.
  3. Save your changes.
Once you install the template files, you must verify the template is active for each appropriate Business Unit by performing the following actions:
  1. Select the Business Unit.
  2. Select the Use check box for the templates you just installed. Note: If there are invalid templates, ensure the Use check box is clear for them.
  3. Save your changes.

 

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