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    How to Complete a Mental Capacity Assessment on Cloud

    Kieran Worth

    This guide explains how to complete a Mental Capacity Assessment within the Care Planning app, including selecting a resident, documenting decisions, and finalising the assessment.

    Completing Mental Capacity Assessments accurately is essential for ensuring compliance with legal requirements, supporting safe and person-centred care, and maintaining clear, defensible records. Following a structured process helps improve consistency, reduces the risk of missing critical information, and ensures all assessments are properly documented.

    By following this guide, you will learn how to:

    • Access and launch a Mental Capacity Assessment
    • Select the appropriate resident and decision area
    • Use guidance and example notes to support documentation
    • Record assessment details, outcomes, and expiry information
    • Finalise and save the completed assessment

    This ensures all Mental Capacity Assessments are completed accurately, consistently, and in line with care and compliance standards.

    Interactive Guide

    Text based guide

    Open the Care Planning app from your dashboard to begin managing care records

    Select Record to begin updating a resident’s care plan information

    Select More Options to access additional care planning features

    Scroll through the options and locate Mental Capacity Assessment

    Select Launch in the Mental Capacity section to start a new assessment

    Select the resident you want to assess

    Select Continue to confirm your resident selection

    Open the dropdown to select a decision area for the assessment

    Select the relevant decision area for the assessment

    Select View Guidance to review helpful instructions for completing the form

    Close the guidance window once you have reviewed the information

    Select Get Example Notes to view suggested note templates

    Select a template using the checkbox

    Select Add Selected Notes to insert the chosen template into the form

    Select the type of impairment for the assessment

    Select Get Example Notes again to add further supporting content

    Select another template using the checkbox

    Select Add Selected Notes to insert additional suggested content

    Enter additional notes to personalise the assessment

    Select the mental capacity decision from the dropdown

    Select the appropriate outcome from the list

    Select the expiry duration to define how long the assessment remains valid

    Confirm the expiry duration to ensure timely review of the assessment

    Select Get Example Notes to assist with best interest decisions and next steps

    Select a template using the checkbox

    Select Add Selected Notes to include guidance for next steps

    Select Save Changes to confirm and store the completed assessment

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