How to Create an Assessment in Admissions?

Pre-requisites:

Before you can add and use assessments in the Admissions area of MediRecords, you must first contact your Customer Success Manager to enable this feature. If you do not know who your Customer Success Manager is, please email success@medirecords.com for assistance.

Once you have received confirmation of this feature being turned on from your Customer Success Manager, please follow these steps:

1. Go to the Admissions feature.   
2. Select the patient’s encounter
3. Navigate to the Assessments menu
4. Select the New Assessment button
5. Select the Assessment Type from the list of available assessment types
6. Fill out the assessment form as you wish. Mandatory fields are marked with *
7. Select to Save as Draft or Finalise

If you have started to fill in the assessment form but are not ready to finalise it, you may select the Save as Draft button so you can resume the assessment at a later time.

Alternatively, you can select the Finalise button when the assessment is completed and all mandatory questions have been answered.                 

The assessment is then displayed in the list with the relevant status.

QAs

Why can’t I finalise my assessment?

The “Finalise” button is not selectable when you have not answered all the mandatory questions.

Can I edit an assessment I have previously saved it as a draft?

Yes, you can. You need to select the assessment previously saved as a draft and resume the assessment.

Can I edit an assessment I have previously finalised?

Yes, you can. If you have previously finalised the assessment but need to make a correction to the answer(s), you may select the assessment and edit the answer(s), then finalise the assessment.

A finalised assessment cannot be then saved as a draft. It must be saved again into a finalised state.

If you need further assistance, please contact support on 1300 103 903 or email at support@medirecords.com