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Assessments

Assessments in your words, with scores that show progression.

The same engine that powers your care plans, with scoring scales defined by you. 

Every version retains its total score, making changes over time measurable and meaningful. You can use that improvement to inform care decisions, demonstrate outcomes to funders, and provide clear evidence during inspections.

Jordan Hale
ID number20028
Date of birth14/05/1991
Case typeOpen
Important informationAllergies: Penicillin
Communication: uses signs and symbols
PatientFamily MembersFamilyNavigate To
DetailsProfessionalsReferrals & ReviewsCare PlanningCare DeliveryBookings
Daily Outline ScheduleEpisodes of CareScored AssessmentsDependenciesCare OutcomesMental Capacity Assessments
Support needs assessment — review 3

Template: your questions, your scales · 12 Sep

Total score—
Average—
Area of supportIndependentPromptingSome helpFull helpDocs
Personal care
Mobility and transfers
Eating and drinking
Communication
Behaviour support
Night-time support

Every version keeps its own total, and the documents stay attached to the version they belong to.

How it works

One engine. Your questions, your scales, your evidence.

The same engine behind care plans and body maps, so staff learn it once.

1Your questions

Your questions, your answer types, your wording.

Written in your language, deliberately.

2You set the scales

Red / amber / green, yes / no, or one to five.

Per section. Sections total on their own.

3The number moves

Every version keeps its total and average.

So three reviews later, the trend is the evidence.

Nobody re-types a score, and nothing depends on remembering what it was last time.

Sign-off

Assessments are signed off by an appropriately qualified and authorised professional.

The staff record defines whether a staff member has achieved the appropriate competency to sign off assessments.  A running list displays which assessments require additional sign-off.

  • In a queue, not in someone’s head. Where a student nurse or an HCA completes an assessment, it sits on the Care Management list until a qualified colleague reviews it, and every subsequent shift can see that it is waiting.
  • Every version is kept in full. Edit an assessment and the previous version is archived with its scores intact, alongside the review log, so you can show what was recorded and when.
In the module

What our care assessment software covers

Your own questions

Questions, answer types, mandatory flags

Section by topic

One assessment, multiple sections

Scales defined by you

Red-amber-green, low-high, or one to five - define scales that work

Totals and averages

Per section and overall, on every version

Track progression

Totals and averages charted across a date range

Clinical sign-off

Visible to anyone who holds the competency

Documents attached

Evidence saved against the assessment

Where you need them

Assessments for referrals, care planning or care delivery

Why it matters

What a scored assessment is worth

Patient outcomes

Proof that the care is working

Outcomes are increasingly central to demonstrating the quality and effectiveness of care, and clinical impression alone is not evidence. Score the same assessment at the start and end of a person's stay, and the difference between those two scores provides a clear, measurable outcome you can put in front of a commissioner, regulator or family.

Compliance & governance

Sign-off that holds up

You decide which assessments need a competency to complete, and which need to be approved. A ventilator assessment can be limited to the nurses competent to carry it out, a daily check need not be. Where approval is needed it queues for a qualified colleague, and the audit trail names who signed and when.

Income & funding

The case you make to funders

Demonstrable outcomes strengthen an ICB or commissioning case and a grant application. Scores charted over a date range turn “we think this helped” into a figure.

Staff retention & morale

One engine, learned once

Assessments, care plans and body maps all use the same questionnaire engine, so staff learn one simple process and can apply it across every type of assessment..

From answer to evidence

Four steps. One process. No duplication

01

Assessment completed

On a tablet at the bedside, or at a desk

02

Sections total

Automatically, on your own scale

03

Signed off

Additional sign-off if required

04

Charted over time

In a static report or the Report Builder

Scores from every version, charted across whatever date range you choose.

Questions services ask about assessments

Do you supply the assessment templates?
Your assessments are written in your own language, and that is deliberate. Generic templates are why so many systems feel like they were made for a different service. We run workshops at implementation so your team can set up the rest without us. Once you have done one, you can do them all.
Can we score them however we want?
Yes. Scoring scales are defined per section and in your words: red, amber and green; yes and no; one to five; or “not at all” through to “overwhelmingly”. Sections total on their own and the overall score sits at the bottom.
How do we see whether someone is improving?
Every version keeps its own total and average, so the movement is already recorded and nobody has to reconstruct it. A static report and the Report Builder chart those scores across whatever date range you choose, so a review meeting or a funder update opens with the trend already on the page and the individual assessments underneath it.
Who can complete and sign off an assessment?
You decide, per template. An assessment can require a competency to complete it, to approve it, both, or neither, and competencies are recorded against each staff member. Where approval is needed the assessment queues on the Care Management list until a colleague who holds that competency reviews it, and the record names who signed and when. It stays on that list, visible to every shift, until somebody does.
Can we use assessments in referrals?
Yes. The same scored template works as a scoring matrix against your acceptance criteria at the referral stage — scoring a referral red, amber or green against each criterion, so a panel is looking at the same numbers rather than at impressions.
What happens when we change an assessment?
The previous version is archived in full, with its scores and its review log intact. You can see every version, who completed it and when it was signed, so a change to a template never quietly rewrites what was recorded under the old one. Older assessments keep reading the way they read on the day.
Does it work on a tablet?
Yes. Assessments and body maps are made for touchscreens or laptops. The assessment gets completed where the conversation happens, which is what keeps it a record of what was actually said at the time.

Explore other functionality

Care plans Body maps Referrals Reporting Rostering

See it working with your own service in mind.

Half an hour or an hour, whichever suits. We’ll spend it on the parts that matter to your service.

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