Assessments and Forms are automatically linked to any relating care needs within the Service Users care plan. If there are any assessments/forms that have not automatically linked they will appear as below stating 'please link to a care plan need'. If you see this message you can follow the below instructions to manually link these to a care plan need,
1) Go into the Service User's profile and on the right hand side click on 'Care Planning > Care Plans'.
2) You will then need to click on any of the individual care needs that you would like to link this assessment to. In this example we will be clicking into the Mobility care need.
3) From there, click the change button to the right of 'Assessed current situations'.
4) This will then open a new window which will give you the list of options to link to the currently selected care plan section. From here you will need to click the small arrow to the left of assessment tools this will expand the list of all assessments for the resident.
You will now be able to click the assessments required for the section clicking them will place a blue box around them. Please note you can assign as many relevant assessments as you need and assessments can also be added to multiple sections of the care plan where required.
5) Once you have selected all relevant assessments you can click 'Accept' at the top right of the window to save the changes you have made and close that window.
6) When you are happy that all of the correct assessment/s are displaying you can press save at the top right of the care plan section to accept the changes.
7) When you are looking at the entire care plan document you can see which assessments are linked to each of the care needs. These will appear under the 'Related current situations' heading.