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Revising a Published Resident Assessment

Make updates to a published resident assessment at any time before their next assessment comes due.

Most resident assessments are set to occur on a defined schedule (e.g., every 6 months, annually, etc.), but sometimes significant changes warrant an update sooner than the next official due date. In these cases, a revision can be published. 

To revise a resident assessment: 

  1. From the resident's assessment history,  open the published assessment you wish to revise
  2. Click the "Edit" button in the bottom right corner
    Screenshot 2026-02-03 at 2.00.11 PM

Note: Revisions can only be made before the resident's next assessment comes due. If the resident has a more recent assessment that is in progress or not started, you will not have access to the "Edit" button when viewing previously published assessments.

3.  Click "OK" in the pop-up that appears to confirm you wish to proceed with the revision
Screenshot 2026-02-03 at 2.01.07 PM

4.  Update any of the assessment questions as necessary.

Screenshot 2026-02-03 at 2.58.10 PM


5.  Once you've made all of the necessary updates, click the "Publish" button in the bottom right corner
Screenshot 2026-02-03 at 2.59.46 PM

6.  Enter the publication date for the revision and click "Publish"
Screenshot 2026-02-03 at 3.00.13 PM

Next time you view the resident's Assessment History, you'll see your revision listed with the Date Created, Date Completed, and % Changed from the previous version.
Screenshot 2026-02-03 at 3.01.27 PM