This guide explains how to review and manage pending pre-assessment requests within the CRM app. From the Dashboard area, you can view service users awaiting action, review their submitted information, and decide whether to accept or decline the request.

If accepted, you can create a new care plan directly from the pre-assessment information, allowing a smooth transition into care planning. If declined, you will be prompted to record a reason and any additional notes to ensure accurate documentation.

Following these steps ensures pre-assessment requests are handled consistently, transparently, and in line with your organisation’s onboarding process.