Help: Find Assessments - CAFAS®

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Confirm Which Client Is Selected

The Client Header at the top of the present page displays information in the red-framed yellow box about the Client currently selected: the Client's name (1, above), Primary ID (2) and date of birth (3).

The present Find Assessments - CAFAS page is listed as an option under the "Find Assessments" link in the tan-colored box below the Assessment Header, among the User's "Client Options". For help navigating these options, continue reading here.

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View the Selected Client's CAFAS® Episodes and Assessments

The Assessments of a Client can be viewed on the present page, organized by Episode .

An Episode will stay open even if a Client's Case has become inactive:  a recent (non-Initial) Assessment in an otherwise inactive Case will not start a new Episode.

Your Client's Assessments can be deleted by a Business Administrator.  If you are not able to find a Client's Assessment, check with your Business Administrator.


Sorting the Assessment Listing

Assessments in the listing are organized by Episode, and Episodes are formatted as tabs, that can be expanded or retracted like the Left Navigation Bar tabs.

To expand or retract the listing by Episode, click on the box to the immediate left of the Episode as identified in the dark blue bar. (See below.)

The Assessment Listing can be sorted by Assessment Date, Administration, Rater or Assessment Status.

Click on the corresponding column header by which you wish to have the listing sorted. (See below.)

A small white arrow will appear next to (or underneath) the column header you just clicked, indicating whether the list is being sorted in ascending or descending order by the attribute selected. (See below.)

To sort in reverse order, click on the same column header a second time, or on the small white arrow.

To return to the default order, click the column header a third time.

NOTE: Assessments are only sortable within their respective Episode tabs. All Assessments in the listing are always ordered first by Episode, and the order of the Episodes themselves also does not change.

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View the Selected Client's JIFF®, PECFAS® or CWL® Episodes and Assessments

The Find Assessments page is tabbed by Measure:

Click on the tab corresponding to the Measure for which you wish to find Assessments for the selected Client.

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View/Edit a CAFAS® Assessment

To view a completed CAFAS Assessment or to edit an unfinished one:

  1. Click on the document icon to the immediate left of the Assessment you wish to view. A shadowbox will appear over the present page containing several link choices:

  1. Click the "View/Edit Assessment" link. (See above.)  This will take you to the Review CAFAS Results page.

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View/Edit a CAFAS® Plan

  1. Click on the document icon to the immediate left of the Assessment whose Plan you wish to view.  A shadowbox will appear over the present page containing several link choices:

  1. Click on the "View/Edit Plan" link.  (See above.)

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View/Print CAFAS® Assessment Summary Report, CAFAS® Treatment Plan or CAFAS® Family Report

NOTE: Clerical Case Trackers can not view Assessment Reports.

To access these reports from the present page:

  1. Click on the document icon to the immediate left of the Assessment whose Plan you wish to view or edit.  A shadowbox will appear over the present page containing several link choices:

  1. Click on "CAFAS Assessment Report", "CAFAS Treatment Plan Report" or "CAFAS Family Report" to view these reports. (See above.)

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Delete a CAFAS®

NOTE: Only a Business Administrator can delete an Assessment.

A deleted Assessment cannot be un-deleted.  If an Assessment is deleted accidentally, the User will have to create a new Assessment.

Deleted Assessments do NOT appear in Data Exports.  Deleted assessments DO appear in Web Service calls.

NOTE: If an Initial Assessment that triggered the start of a new Episode is deleted, the new Episode remains in effect.

To delete a CAFAS®:

  1. Click on the document icon to the immediate left of the Assessment whose Plan you wish to delete.  A shadowbox will appear over the present page containing several link choices. (See below.)

  1. Click on "Delete Assessment". (See above.)

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View Amendment History

The Amendment History outlines details of the first and last versions of an Assessment that has been amended. Both pre- and post-Amendment versions of the Assessment will appear as entries in the Assessment listing. The amended version will have a status of "Amend Completed".

To view an amended Assessment's Amendment History:

  1. Click on the document icon to the immediate left of the amended version of the Assessment whose Amendment History you wish to view. A shadowbox will appear over the present page containing several link choices. (See below.)

  1. Click on "Amendment History". (See above.) The Amendment History will appear as another shadowbox over the present page. After viewing its contents, click Cancel or Close.

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Navigate Other Options for Selected Client

Links to Client Options (i.e. pages for which a specific Client is already selected) appear in the lower, tan-colored box of the Client Header (items 1 thru 5):

You can start a new Assessment for the selected Client by clicking the "Start Assessments" link (1, above), and then selecting a Measure.

(You are currently on the Find Assessments page, so item 2, above, will be inactive.)

On the Edit Client page you can:

To access the Edit Client page, click the corresponding link (3, above).

To view the selected Client's Client Dashboard, click the corresponding link (4).

Finally, if you are a Business Administrator and want to view the selected Client's Transfer History, click that link (5).

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Review Assessment Statuses and What They Mean

Assessment Status values are as follows:

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