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How do I finalise an initial assessment?
How do I finalise an initial assessment?

Learn how to generate a Care Plan by finalising an Initial Assessment

Alex Barbeta avatar
Written by Alex Barbeta
Updated over a year ago

When all the Initial Assessment sections have been saved as done, you’ll be able to finalise the initial assessment.

Once all the Initial Assessment sections are showing as 'Done' with a green tick, the button will change to a brighter green colour at the bottom.

This will take all of the information that you have added in the initial assessments and generate a care plan for the client. You can also press the ' add care plan' button to add a new care plan.

Please note that you cannot edit an initial assessment after you have finalised it. So do ensure that you're completely happy with everything before you press the button.

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