> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assessments

> Specialized clinical assessments and fall and readmission risk scoring.

Assessments record the clinical evaluations behind a member's plan of care and flag who needs closer
attention.

## Specialized Assessments

Clinical assessments including type, scoring, and follow-up requirements.

**Columns:** Member · Type · Name · Date · Score · Follow-up

**Follow-up** is the field that matters operationally. An assessment with an outstanding follow-up
is unfinished work, regardless of whether the assessment itself was completed.

## Risk Assessments

Fall risk and readmission risk scores with overall risk categories.

**Columns:** Member · Name · Fall Risk · Readmission · Category · Next Due

| Field           | What it tells you                                |
| --------------- | ------------------------------------------------ |
| **Fall Risk**   | The member's likelihood of a fall                |
| **Readmission** | The member's likelihood of returning to hospital |
| **Category**    | Overall risk banding derived from the scores     |
| **Next Due**    | When the assessment must be repeated             |

<Warning>
  **Next Due** in the past means the member's risk picture is out of date. Surveyors check
  reassessment intervals, and a stale risk score undermines the care plan built on it.
</Warning>

## Running an assessment

<Steps>
  <Step title="Choose the assessment type">
    The type determines the scoring model and what counts as a follow-up trigger.
  </Step>

  <Step title="Record the score and date">
    Date the assessment when it was performed, not when it was entered.
  </Step>

  <Step title="Set any follow-up">
    If the score triggers action, record the follow-up so it does not get lost.
  </Step>

  <Step title="Set the next due date">
    On risk assessments, **Next Due** keeps the member in the reassessment cycle.
  </Step>

  <Step title="Reflect it in the care plan">
    A changed risk category usually means the plan of care needs revisiting. See
    [Care Plans](/care-plans).
  </Step>
</Steps>

<Tip>
  Risk category changes are worth acting on immediately. A member who moves into a higher fall-risk
  band often needs a different visit pattern, which means revisiting
  [Scheduling](/scheduling) as well as the care plan.
</Tip>

## Troubleshooting

| Problem                                          | What to check                                                                                                             |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------- |
| An assessment is not appearing for a member      | Confirm you are on the right tab — specialized and risk assessments are separate.                                         |
| Risk category looks inconsistent with the scores | The category derives from the underlying scores. Re-check the fall and readmission values entered.                        |
| Overdue reassessments are not surfacing          | **Next Due** must be populated for the member to appear in overdue views.                                                 |
| Follow-up work is being missed                   | Follow-ups recorded here do not become Task Manager rules. Track recurring reassessment cycles in [Task Manager](/tasks). |

## Related

<CardGroup cols={2}>
  <Card title="Care Plans" icon="heart-pulse" href="/care-plans">
    Turn assessment findings into a plan of care.
  </Card>

  <Card title="Member safeguards" icon="shield" href="/compliance/member-safeguards">
    Incidents, complaints, and member rights.
  </Card>
</CardGroup>
