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    How to Complete a Pre-Assessment on Mobile

    Kieran Worth

    This guide explains how to access, update, and complete a pre-assessment within the Care Management system, including reviewing details, editing information, and progressing through assessment stages.

    Completing pre-assessments accurately is essential for ensuring all service user information is up to date, supporting informed care decisions, and maintaining compliance with care standards. Following this process helps improve efficiency, reduces the risk of missing key information, and ensures a smooth transition from initial enquiry to full assessment.

    By following this guide, you will learn how to:

    • Access and open pre-assessment records
    • Edit and update service user details
    • Complete care review and assessment sections
    • Review and communicate cost of care information
    • Finalise and process the assessment

    This ensures all pre-assessment information is accurately recorded, properly reviewed, and ready for progression within the care management process.

    Interactive Guide

    Text based guide

    Select View Residents Care Plans to access resident records

    Select Care Management to open care management options

    Select Pre Assessments to view available pre-assessment records

    Select the pre-assessment record you want to view or edit

    Review the pre-assessment details before making any changes

    Select Edit Details to update the personal information of the potential service user

    Update the required details using the form fields provided

    Select Save Changes to apply and store your updates

    Select Yes to confirm and finalise the changes

    Select each tab and repeat the process to complete all relevant information

    Open the Access Assessment section to view additional assessment options

    Select Care Review to access the care review section

    Complete the Care Review if required

    Select the back button to return if a Care Review is not required

    Reopen the Access Assessment menu

    Select Cost of Care to view pricing information

    Open the Cost Matrix dropdown to view available pricing options

    Select the appropriate cost option to discuss with the service user or enquirer

    Review and explain the cost of care details to the service user or enquirer

    Open the Access Assessment menu again

    Select Assessment Home to return to the main assessment screen

    Select the potential client name again to continue the process

    Review the assessment details before proceeding

    Select Yes to confirm and process the assessment

    Allow the system to save the record and return to the CRM platform to continue setup

    Confirm the assessment has been processed and continue in the CRM system

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