Assessments are snapshots of a Client's situation, including education, financial, health, and employment issues as well as barriers to Client success. Unlike basic Client information, such as name, address, and family information, Assessments track Client data that generally varies over time. After adding a new Client and entering basic Client information, the next step is capturing Client Assessment information, which is then used to create Goals and Action plans.

Client Assessments can be accomplished through Workflows, which are discussed later in this document. This section explains some of the different types of Assessments.

ClientTrack offers many different Sub-Menus in the Assessments section to evaluate Client issues. To better explain the Assessment process in ClientTrack, this section will discuss Master Assessments and Informational Assessments. The process to enter information and record Client Assessments is essentially the same for all categories.

Master Assessments

A Master Assessment ties a number of separate, detailed Assessments/data elements to a single process at a particular point in time. Data presented in the Master Assessment is controlled by the system administrator and is based on the requirements of the Annual Progress Report (APR), if applicable. Master Assessments are normally created during Workflows, which will be explained later. The Master Assessment form creates an Assessment ID, which is used to tie all Program-specific Assessments together.

To Access Master Assessments

1. From the Client Workspace, find the relevant Client. This will navigate to their dashboard.
2. From the Client's dashboard, select the Assessments Menu Group.

3. You will see a list of the selected Client's Master Assessments.

Viewing Assessments Associated with a Master Assessment

1. Locate the desired Master Assessment and select the Action button to the left of the Assessment's Date.
   1. Selecting View Related Assessments will redirect the User to another form that displays the Details, Progress, and Status of each possible Assessment in the Workflow.
   2. Selecting View Related Enrollment or Applications will redirect the User to another form that displays the Assessment Type, Record Type, and Link Description for any related enrollment or applications.

Informational Assessments

Informational Assessments are used to collect a broad range of Client data including health issues, veteran status, education, work history, and financial information. This type of information helps the case manager determine the best way to assist Clients.

To Access Informational Assessments

1. Navigate to the Client Workspace, and find the Client whose Assessments you wish to view. Once their dashboard appears, you can open the Common Assessments Menu Group or the Other Assessments Menu Group.
2. To enter an Informational Assessment, select the Menu Option of interest. For example, you can create an Employment Assessment by selecting Employment.

3. You can now view the Employment Assessments form, which will list all previous Assessments completed by this Client. To create a new Assessment, select Add New.

4. If you are not defaulting the Client's last Assessment, fill in the data fields and select Save.

5. The new Assessment will now appear in the list on the Employment Assessments form.
6. Existing Assessments can be Edited or Deleted by using the icons to the left of each
   Assessment.