In this article we'll walk through how to edit the frequency of an Assessment for a client or Participant.
Permissions
Who can edit Assessment frequencies?
✅ Clinician: Can edit Assessment frequency for their own clients.
✅ Supervisor: Can edit Assessment frequency for any client.
❌ Biller: Billing roles alone do not have access any client profiles.
✅ Admin: Can edit Assessment frequency for any client.
✅ Org Admin: Can edit Assessment frequency for any client.
Important Notes
Any changes made to an Assessment's frequency will take place on their next administration date and moving forward. If the Assessment is currently due, that administration has already happened and cannot be changed.
How to change Assessment frequency for a client or Participant
Navigate to the client's profile
Click the Assessments tab
Find the Assessment you'd like to change and click the drop-down menu in the Frequency column
Select the desired frequency
That's it! The frequency for this Assessment has been updated. 🎉 Changes are saved automatically.
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