Completing Resident Assessments

The "Outstanding Assessments & Profiles" panel of the Overview section helps your team stay on top of any resident assessments that need attention.

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.

Alternatively, if you're already viewing a resident in Welbi, you can Start or Continue an assessment from the Assessments page.

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.
  
• 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).
  
  
  Once the assessment is published, these notes will appear under the resident's Summary tab for easy reference:
  

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

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.