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If the "Publish" button appears greyed out on a resident assessment, it may be because some information is missing.
If you notice the "Publish" button in the bottom right corner of the screen is greyed out (i.e., you are unable to proceed with publishing the assessment), this either means there are responses that have not been confirmed or that you have assessment "plans" that haven't been populated.
Ensure All Questions Are Answered and Confirmed
In order for an assessment to be published, any questions not marked as "Optional" must be answered.
All questions, regardless of whether they are listed as "Optional" or not, must be confirmed using the checkbox in the "Confirm" column. Questions marked as "Optional" can be left blank, but they must still be confirmed using the "Confirm" checkbox.
Each assessment section has a status bar which shows what percentage of the questions have been answered and/or confirmed. Reviewing these status bars can help you narrow down which sections are missing information.
Ensure All "Plans" Have Been Populated
Depending on your company's set up in Welbi, you may have "plans" that appear on the right hand side of the screen.
Assessment plans allow your team to summarize key findings, goals, or plans for the resident based on the answers to the assessment questions. Once published, plans appear on the resident's Summary tab.
If your assessments include "plan" sections, these must be populated in order to proceed with publishing the assessment.
