This tool provides an easy way to view any 'Clients without a SCORE' in the chosen period.
With the DEX Tool section expanded on the toolbar;
- Click on the 'Clients Without SCOREs' button on the toolbar
- Select the date range using the Start and End Date fields in the top-left corner
- Only Ivo Administrators see the "Show for all staff" option. This provides a quick way for an administrator to view which staff need to add SCORE data for their clients
- When a client in the left-hand table is selected, all their file notes are displayed
- Right-click a file note to display the menu
- Click on the 'New DEX Assessment (SCORE)' option to open the Assessment window to complete from this screen.
- You can use the Refresh Data button to remove any completed records.