Add an Assessment Report

Provide an Assessment Report if you have received a request to do so. An Assessment Report is based on sessions an assessor conducts with a student. During an assessment, the assessor gathers specific data, which can include test scores, behavioral observations and interpretations. The Assessment screen allows users to capture information gathered during the assessment sessions. The report can be accessed and edited by the assessor only.

To add an Assessment Report, do the following:

1. Search for a student and select the appropriate Referral.

2. Expand DEFINE NEEDS by selecting the + sign.

3. Under Evaluation Type, expand the appropriate document (Initial or Reevaluation).

4. Under Assessor, highlight the document containing your name. The Actions menu selections will change.
    

5. Select Open Assessment Report from the menu. The Assessment Report window will open.

6. Student demographics will be displayed, along with the Assessor and the Assessment Type.

7. The Age at First Session is automatically calculated after the session date is submitted.

8. Enter the following information in the assessment header box:

6. • Submitted Date - Enter the date of the assessment in MMDDYY format. (Tips for entering dates.)
     
     IMPORTANT NOTE: Entering a Submitted Date then saving the report will cause the document to be versioned. (Learn more.)
     
     
      

9. Add one or more Assessment Sessions. To add a new session, click Add Session (bottom left).

10. Enter the Session Date and the duration of the session in hours and minutes.

11. If the service is not billable, click OK, then skip to #14.

12. If the service is billable, checking Billable will add new fields or make existing fields required:

• Start Time - The time you started your session.
• LOC - LOC is the acronym for Level of Care.
• RFP ID - This read-only field displays the RFP that is linked to the record. It will be blank before the record is saved.
• Location - The location of your service.
• Documentation of Service - Your description of the service you provided at this particular time, date and location.
  
  See About Billable Services for more background.
  
13. When you are done adding billable information to your session records, click OK or, if you need to enter multiple records, OK & Next.
• You are now back on the main screen of the Assessment Report, and your record is displayed in the list.
• To complete the process for making your services billable, you must link the session record to an RFP. In the list, highlight the record you want to link.
• Click Link RFP. The Link RFP window is displayed with a list of RFPs. (NOTE: If the list is blank, please learn why and how to resolve the issue.)
• Highlight the appropriate RFP and click OK.
• Now that the record is linked to an RFP, the session can be processed for payment. Those with access can view the RFP by highlighting the record, then clicking Open RFP.
  

14. Write the assessment in tabs to the right. Text can be copied and pasted from other applications such as Microsoft Word. However, most formatting and all graphics will be lost when the text is pasted in. Tabs include:

    • Tests/Scores - Used to record tests administered and the scores on the tests.

    • Behavior - Used to record behavioral observations during the assessment session(s).

    • Interpretations - Used to record the assessor's interpretation of the test scores and behavioral observations.

    • Impl. for Learning - Used to record the implications of the assessor's interpretation for the student's future learning capabilities.

    • Summary - The summary will be considered by the Student Team as it documents Eligibility Determination during Conference-Eligibility.

    • Request - Read-only page displays information relating to whether the request for assessment was withdrawn. This information is recorded in the Assessment Request.

    • Attachments - Click Add Attachment to add files to the Assessment Report.

15. Click Save.

16. To print, click Print Form. This button is displayed only after you click Save.

For an overview, see Student Support Process - Quick Guide.