Verify PDF Assessment Tools
View Assessment Tool Result Details
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Your home drive is the computer drive with your login ID in its name. This drive is accessible from any computer connected to the organization’s network. Your co-workers and other clinicians do not have access to this drive. Ensure the Assessment Tool files are correctly prepared prior to uploading them. |
For confidentiality reasons, the file you are uploading should be temporarily saved to your “home drive” with its file name in the format of “Client first name, Client last name, Name of tool”.View Entering Assessments and Attaching Files demonstration
1. In the Assessment tools – entry form, click Attach File.
The PARIS Windows Explorer opens.
2. Navigate to your home drive and select the file you wish to upload. Ensure the filename corresponds to the client’s name and the assessment tool being recorded.
The file highlights.
3. To verify you are attaching the correct Assessment Tool, right mouse click on the file.
The short cut menu displays of common functions.
4. Select Open on the short cut menu.
The selected Assessment Tool opens.
5. Close the file once you verify it is correct by reviewing the tool, client name and date.
The Assessment Tool closes. The PARIS Windows Explorer still displays with the selected Assessment Tool highlighted.
6. Click Open or double-click the file name.
The PARIS Windows Explorer closes. The file name displays in the Filename field of the Assessment tools – entry form.
7. Click Accept Changes.
The Assessment tools – entry form closes. The assessment tool displays in the Assessment Tools Grid.
8. Click Save.
The assessment tool results are documented and saved in PARIS.
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1. Verify the uploaded Assessment file to ensure the correct file is attached to the client’s record. 2. Remove attachment(s) from any emails related to the uploaded file. 3. Delete the file from your home drive. 4. When the original copy is a paper form, retain the original paper copy and store it in the client’s chart. |
Verify PDF Assessment Tools
1. Highlight the appropriate row in the Assessment Tools Grid.
The assessment tool you wish to review and verify is selected.
2. Click View file.
The PDF version of the assessment tool opens in a separate window for you to review.
3. Close the PDF window once you are satisfied the correct file is attached to the Client’s record.
View Assessment Tool Result Details
1. Highlight the appropriate row in the Assessment Tools Grid click View details
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Double-click on the appropriate row in the Assessment Tools Grid.
The Assessment tools – entry form opens displaying the result details.
2. To close the Assessment tools – entry form, click Cancel.
The Assessment tools – entry form closes.
Related Links
Grid Filters
Entering Assessments and Attaching Files demonstration video