How to complete Abilities & Needs Document

The Abilities & Needs Document is a way for you to provide detailed narrative about a person's abilities and needs. It is an optional tool used by some agencies as part of the PCP process.
Here's how it works:
  1. Go to the eChart -> Abilities & Needs.
  2. Click Add Abilities & Needs. The system will ask you if you want to copy from previous document. If no click cancel.
  3. On the top left, choose which program you are completing the assessment for. 
  4. Enter the assessment date and agency.
  5. Click on Domestic Skills and enter the abilities and needs comments. Click Save.
  6. Repeat this step for each section.
  7. Click the green Generate  button.
  8. Click the Action button to view, edit, print, or delete.
  9. When you are finished, click Finalize.

Please note the permissions for this feature:

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