Assessment Data Carry Over (Setup)

If you or your users have a requirement to create a second assessment for a returning client or every 6 months; there is an option in AccuCare to carry over the prior assessment into a new one. This option will help expedite the completion of a new assessment by creating a duplicate of all previous inputs allowing you to update only changed responses.

 Access: Contact you Super Admin within your organization to setup this up in the System Options module.

 Location: System Option - from the Ribbon select Setup then click on System Options



Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.