TABLE OF CONTENTS

• Clinical Evaluations Overview
• How to Complete Clinical Evaluations
  • Send Clinical Evaluation Link
  • Step 1: Review Completed Assessments
  • Step 2: Note Your Clinical Evaluation
  • Step 3: Signature
• Add Off-Schedule Clinical Evaluations

Clinical Evaluations Overview

Clinical Evaluations are forms for clinicians to complete regarding a patient's progress through an evaluation of their completed assessments during their journey in treatment. 

Clinical Evaluations are automatically scheduled one or more times throughout treatment:

• The initial Clinical Evaluation is scheduled during Pre-Intake and needs to be completed by a Clinician after the patient has finished their Pre-Intake Assessments.
• If a patient has transferred LOCs or completed their treatment stay, a Clinical Evaluation will be scheduled.
• Additional Clinical Evaluations for a patient can be added at any time during treatment. Go to the Patient's  Profile and click "Add New"  and select Clinical Evaluation.

How to Complete Clinical Evaluations

You can find Clinical Evaluations on the Due Clinical Forms page on the HUB Main Menu, the Patient Profile, the Quick Actions Menu on HUB, or on TAP. Learn more here.

Send Clinical Evaluation Link

Clinical Evaluations can be administered on a clinician's personal device. 

For a clinician to receive Clinical Evaluation links to their phones, they will need to have their phone number verified in Account Settings.

Step 1: Review Completed Assessments

The completed patient assessments will be populated for review. They will need to be marked as reviewed to complete the Evaluation.

Clicking View Detail, the full assessment and responses will open in a new tab.

Mark each assessment as reviewed by checking the checkbox on the left of each assessment.

Simply press the Mark Assessments as Reviewed button to mark all assessments on the list as reviewed in one click.

Step 2: Note Your Clinical Evaluation

Results of the Clinical Evaluation are pre populated for the clinical using language taken directly from the payors. The results are based on the patient's answers to the assessments taken. Clinicians are able make their own edits to the pre populated evaluation.

Step 3: Signature

Enter your signature and press Submit to complete the Evaluation.

Add Off-Schedule Clinical Evaluations

Go to the Patient Profile of the patient you would like to add the Evaluation for. In their Tasks Due section, press + Add New Task.

Select Clinical Evaluation from the dropdown list.  Then press the Add Task button to finish the process.