Initial Comprehensive, Semi-Annual, and Status Change Assessments can now be edited and updated within the CareHub application.
This guide walks Org Admin users through how to review, edit, and publish assessment configurations. Updates made through Assessment Configurations apply only to future assessments and do not impact assessments already in progress or completed.
Review full video walkthrough:
Who Can Configure Assessments
Only users with Org Admin permissions can access and modify Assessment Configurations.
Access Assessment Configuration
Navigate to Settings.
Select Assessment Configurations.
From here, you can view and manage your organization’s assessment templates.
Review the Current Assessment Configuration
On the main configuration screen, you can:
View the most recently configured assessment.
See the last published date.
Identify the user who made the most recent update.
This helps confirm whether you are working from the latest version.
Navigate Topics and Edit Options
Use the table of contents to view all active assessment topics.
Select Edit to begin making changes to a topic or section.
Edit Assessment Sections
To make structural changes:
Exit Draft Mode to add, move, duplicate, or delete sections.
Note that some sections may be non-editable because they pull data directly from participant profiles.
Customize Assessment Types
When editing a section, choose which assessment types the changes should apply to:
Comprehensive
Semi-Annual
Status Change
This allows you to tailor content based on assessment context.
Update Assessment Questions
Select the section you want to modify (for example, Pain).
Edit questions and response options as needed.
Review changes carefully before saving.
Save Changes to an Assessment Section
Save updates at the section level.
Changes will apply only to future assessments.
In-progress or completed assessments will not be affected.
Duplicate Sections for Multiple Disciplines
If the same content is required for multiple disciplines:
Duplicate the section.
Rename it clearly.
Assign it to the appropriate discipline.
This ensures each discipline completes the required documentation independently.
Delete Unwanted Sections
To remove a section:
Navigate to the section.
Select the ellipsis (three dots).
Choose Delete.
Deleted sections will no longer appear in future assessments once published.
Reorder Assessment Sections
Rearrange sections by dragging and dropping or using the arrow controls.
Be sure to save the new order before publishing.
Publish Changes
Publishing is required for changes to take effect.
Only published changes will appear in upcoming assessments.
Publishing does not impact assessments that are already started or completed.
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