---
title: Completing Resident Assessments
description: You can work on a resident's assessment from the Overview or from the resident's Assessments page.
---

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2. [Resident How-tos](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en)
3. [Resident Assessments](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-assessments)

# Completing Resident Assessments

## You can work on a resident's assessment from the Overview or from the resident's Assessments page.

The "Outstanding Assessments & Profiles" panel of the Overview section helps your team stay on top of any resident assessments that need attention.  
![Screenshot 2024-06-07 133351](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202024-06-07%20133351.png?width=646&height=439&name=Screenshot%202024-06-07%20133351.png)

You can click **View All** at the bottom of this panel to view a list of the specific residents who have assessments requiring action. Click **Start** (or **Continue**) for a resident to go directly to their assessment.  
![Screenshot 2026-02-03 at 1.45.54 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-03%20at%201.45.54%20PM.png?width=670&height=265&name=Screenshot%202026-02-03%20at%201.45.54%20PM.png)

Alternatively, if you're already viewing a resident in Welbi, you can **Start** or **Continue** an assessment from the Assessments page.  
![Screenshot 2026-02-03 at 1.46.32 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-03%20at%201.46.32%20PM.png?width=670&height=112&name=Screenshot%202026-02-03%20at%201.46.32%20PM.png)

 

To complete a resident assessment:

- Ensure that all required questions are answered. Required questions stand out by showcasing a red sidebar at the beginning of them. Any questions not marked as 'Required' can be left unanswered and has a grey sidebar alternatively. As you answer within an assessment section, your progress will be reflected in the progress bar along the bottom of the section and each required question's sidebar turns dark blue.   
  ![Screenshot 2026-02-03 at 1.48.17 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-03%20at%201.48.17%20PM.png?width=562&height=477&name=Screenshot%202026-02-03%20at%201.48.17%20PM.png)
- Depending on your company's settings, you may have an area to document any notes or goals relevant to the assessment section which appears on the right-hand side of the screen (e.g., "Barriers & Opportunities" in the screenshot below).  
  ![Screenshot 2026-02-03 at 1.50.49 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-03%20at%201.50.49%20PM.png?width=644&height=245&name=Screenshot%202026-02-03%20at%201.50.49%20PM.png)
  
  Once the assessment is published, these notes will appear under the [resident's Summary tab](https://knowledge.welbi.co/kb/module-4.7-resident-summary?hsLang=en) for easy reference:  
  ![](https://knowledge.welbi.co/hubfs/image-png-Mar-14-2023-03-14-50-7061-PM.png)

When all necessary information as been entered, you'll be able to click the **Publish** button 

![](https://knowledge.welbi.co/hubfs/image-png-Mar-14-2023-03-06-59-2797-PM.png)

in the bottom right corner of the screen.

 

 

> When completing a second, third, or subsequent assessment, optional questions may display an orange sidebar if they were answered in a previous assessment.
> 
> This indicates that action is required to either pull in the previous answer or choose to leave the question empty.

![Screenshot 2026-02-03 at 3.04.21 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-03%20at%203.04.21%20PM.png?width=580&height=245&name=Screenshot%202026-02-03%20at%203.04.21%20PM.png)

 

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