When assessments are due for review on the system on the front page of the residents file this will be displayed with a colour code. Assessments in Green are in date, Yellow are due in the next 7 days and Red is due now/overdue.
If you have completed/reviewed all assessments for a resident but their assessments section still displays in red it is possible that mandatory assessments have been set and are either not in place for this particular resident or the selected assessment is not currently available.
When you select 'assessments due review' and the window opens hovering you mouse over the assessments will identify whether an assessment is mandatory.
This example is for the Continence assessment.
In order to check Mandatory assessments for your home you will first need to have Admin access on your account. You can confirm this access by checking for the 'Admin Cog' at the top of your page to the left of the envelope icon.
If you cannot see this option you will either need to contact a user with this available to complete the following steps on your behalf or have this access granted to you internally. Managers within the home will usually be granted this access but this will vary between homes and organisations.
From here you will need to select Admin - Organisation Details
On the following page you will need to select your home from under the all communities heading.
Please note - You will only need to do this for your top community. (Home name) Specific home setups will want to adjust assessments for its sub communities (Wings/floors) in these cases please contact Support via live chat for additional guidance.
At the top right of the page when selected into the homes top community select 'Assessment tools' and scroll down to the assessment you wish to remove/set as a mandatory assessment.
You will see two tick box options 'Mandatory' and 'Not used' removing the tick from mandatory will stop the assessment from flagging and remove it as a required assessment for all residents within the home. Ticking the 'Not used' option will remove the selected assessment as an available option across all residents in the home.
Once the desired options have been selected you will need to scroll to the top of the screen and press save. This effect will take place immediately.
Please note - Assessments already active and in place at the time an assessment is set to Not Used will remain active on the system unless archived manually. This will only effect the ability to add new assessments of the selected type.