Only Managers and Administrators can create assessments. Staff have read-only access to assessment results in the resident profile.
Open the Assessment Engine
1
Open the resident profile
Go to Residents and click any resident’s row to open their profile.
2
Click the Assessments tab
Select the Assessments tab in the profile tab bar.
3
Start a new assessment
Click New Assessment to launch the Assessment Engine modal.
Assessment Engine — 5 steps
The engine walks you through a structured form. All fields in each step are required before you can advance.Step 1 — Basic info
Step 2 — ADL Assessment
Rate the resident’s independence across all five Activities of Daily Living required by HHSC:Step 3 — Medication self-administration
Answer Yes / No for each of the six HHSC criteria:- Can identify their medications by name
- Knows the reason / purpose for each medication
- Can identify each medication by color, shape, or markings
- Knows the correct dosage for each medication
- Knows the correct administration time / schedule
- Can read prescription labels independently
Step 4 — Results
The engine automatically calculates eligibility based on your answers:
Care level is also computed automatically:
Step 5 — Action plan
Only shown when the assessment is flagged. Record the plan to address identified needs:
Click Save Assessment to complete. Results are saved immediately and appear on the Assessments tab.
Assessments tab
Each completed assessment is shown as a card with:- Assessment type (Initial / Annual) and date
- Eligible or Action Required badge
- Care level badge (color-coded)
- Assessor name
- Flagged issues (personal care need detected, medication self-admin criteria not met)
- Outside services provider and contact (if recorded)
Annual reassessment
Upcoming reassessment due dates appear on the Reassessment schedule page and generate alerts on the compliance dashboard when an assessment is overdue (more than 12 months since the last completed one).Permissions
Configure access under Role permissions.