Functional Assessment

The Functional Assessment is completed by the clinical staff. It includes a summary of referral information, assessment procedures and results, background information, goals, and clinical recommendations. It provides a statement of next steps as a result of the assessment, including recommendations for a BSP if needed. The assessment is signed electronically.

Step 1: To get started, go to a person’s eChart and click on Functional Assessment.

Step 2: Here you will see a list of all the functional assessment. Click Start Assessment

Step 3: Fill out Basic Information

Step 4: Go to Assessment Tab. Pick your template, and complete this section.

Step 5: Click Narrative and enter any additional narrative that you would like to include. 

Step 6: Click Assessment Results and complete pertinent sections.

Step 7: Complete your Clinical Recommendations section

Step 8: Complete your final Statement.

Step 9: Add Follow Up Action which will appear in a user’s Task list in my work.

Step 10: Click on Signatures to add single or multiple signatures to the assessment. 

Step 11: Mark the Functional Assessment as Complete. 

Step 12: Users can mark this assessment as Reviewed.

Step 13: The final assessment can be printed.

Sample Screenshot 1

Sample Screenshot 2

Psych Functional Template

This template feature is in your settings and allows you to set custom checkboxes for the following sections of the Functional Assessment: Procedures, Assessments to Include, Background Information, Recommendations for Tier Assignments, and Additional Recommendations.


In this section the system administrator will grant permission to staff to use this feature. If you do not see the feature on your screen reach out to the administrator for help.

We look forward to your feedback. Please reach out with any questions.

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