Skilled Nursing Facilities

Contents

Adding Dependencies to Assessments

You can add Dependencies to an assessment to streamline workflows and decrease manual schedule management. Dependency rules can prevent opening a scheduled assessment, and automatically clear schedules for assessments.

Dependencies can be added to an assessment in the Ready for Scoring/SPN Setup or Online sections of the Custom Assessments Library.

There are two options for Dependencies:

  1. If a ‘linked/child’ assessment is due within XX days of the scheduled due date for the ‘parent’ assessment, then you are prevented from opening the ‘linked/child’ assessment. For example, a Comprehensive Wound Assessment may be completed monthly, with the Weekly Wound Assessment also being completed. If they appear on the UDA schedule around the same date, the completion of the Comprehensive can disable the Weekly Wound Assessment.

  2. If the ‘parent’ assessment is created with a specified assessment type, then all existing schedules for the ‘linked/child/parent’ assessment are cleared. For example, if a resident is readmitted from hospital, and a Comprehensive Wound Assessment is required, the Weekly Wound Assessment can be automatically cleared from the UDA schedule based on the assessment type of Re-Entry.

  2. Click on the assessment name.

  3. Click dependencies.

  4. Do one of the following:

    • Option 1 - Click magnifying glass for Choose an assessment > select the ‘linked/child’ assessment > click Update > enter number of days > select Prevent opening a scheduled linked assessment > click Save.

    • Option 2 - Click magnifying glass for Choose an assessment > choose the ‘linked/child’assessment > click Update > select Clear all existing schedules for the linked assessment and select the assessment type (for example, Reentry) > click Save.

  • If an assessment schedule is disabled due to a dependency rule, this is indicated in the Next Assessment Due section of a resident's Assmnts tab.

  • If an assessment schedule is being cleared due to a dependency rule, this is indicated in a message when locking the parent assessment.