Quick Guide
How to complete an assessment in the Assessments / Fluid Balance section of the patient record.
- Select the relevant navigator band from the left hand column e.g. Adult Systems Assessment.
- Select the relevant section within the band e.g. Falls Assessment.
- Start the assessment by double clicking at the top of the relevant time column next to the name of the section, this will:
- Add a tick indicating that the section is ready for data entry.
- Move your mouse into the first field in the section so you can start documenting.
If you do not double-click in the top of the section you can still enter data but you will need to double-click each field one after the other to open it, which takes more time.
- The first answer box will automatically open. Answers can be:
-
- Single select list – Choose an answer, the next item will open automatically.
- Multi select list – Click the answer(s) to tick them and then press Enter or Tab or click the ‘X’ in the corner of the box to move on.
- Free text – Type in the answer and then press Enter or Tab or click into the next field to move on.
- Time/ Date – pressing T on the keyboard will default today’s date and the current time into the field. Press Enter to move on.
- Staff look-up – enter the name of the staff member you wish to search for then click the magnifying glass icon.
- As you complete fields they are shown in purple. Purple indicates an unsigned entry.
- When you have finished click the sign button (green tick to the top left) to confirm and save your entries
.
- Signed entries will now display in black text.
