PROMIS User Manual
Version 4.x
01.01.08
PROMIS Screening/Assessment
Adding Screening/Assessment
NOTE: For instructions on creating a customized instrument, see the section on
the Instrument builder in the System Functions chapter. The ‘Head Start Child
Outcomes Framework’ instrument has been included in PROMIS for your
convenience.
1) From the PROMIS Home Page, click
, and find the family for whom you
wish to add the Screening/Assessment information.
2) Click on the Last Name hyperlink of the family. This will take you to the Family
Demographics screen. From the Family Demographics screen, click ‘Child/Adult
Development’ and choose ‘Screening/Assessment’. Click
to add a new
Screening/Assessment form for the family member you are viewing.
3) Enter the collected information (the only required field is the
Screening/Assessment date). You can choose whether the assessment resulted
in a Development Plan, or a referral to Part C.
Select the date of assessment/screening
To select the Assessment/Screening
language
Note: Next Due Date – will
generate
homepage.
a
task
on
PROMIS User Manual
Version 4.x
01.01.08
Note: Select the language you will be entering the assessment in. Instruments
can be configured for English and Spanish languages. By selecting the
language, you will choose which language the instrument objectives will be
displayed in, both on screen and in any reports. (For more instructions on
creating Instruments, see the section on the Instrument builder in the System
Functions chapter.)
4) Check the source(s) of the information on the assessment. You can enter a result
(if applicable), whether the assessment is a follow-up and the follow-up date. You
can also enter whether a referral was made, and if so, how many. Select the staff
member who entered the assessment by using the ‘Select’ button or using the
Staff Quicklist drop-down box.
5) Select the service provider or the staff working on assessment by using the
‘Select’ button or using the Provider Quicklist drop-down box. Enter any general
comments, and next steps. Next steps tend to be comments entered as the
footnote for a child’s Screening/Assessment (i.e., comments on items they need
to improve).
Note: These comments will appear in the ‘Next steps’ section of the Preschool
Summary Report.
6) Click ‘Save & Return’ to continue.
PROMIS User Manual
Version 4.x
01.01.08
Adding Screening/Assessment Results Tracking
1) Click the date link to open the Screening/Assessment.
2) From the bottom of the page click on ‘View Assessments Results Tracking’ link.
3) Use the expansion
button to view/enter data in each category. Click on
Icon to enter notes. Enter the result(s), score(s), and comment(s), if applicable.
You can use the Tab key to move from the result drop-down to the score box, and
then to the next row of result and score boxes. Use the radio button at the top of
the screen to show or hide the comment windows.
Button will collapse data
to hide fields you don’t want to see.
Click
to expand
Click to hide comments
and have
Click to enter notes
4) Use the floating ‘Save Data’ button on the right or the ‘Save & Return’ button at
the bottom of the form to save all Screening/Assessment items completed so far.
PROMIS User Manual
Version 4.x
01.01.08
NOTE: To create a new Screening/Assessment, which contains the
values entered from a previous Screening/Assessment (for ease of
updating), choose “Duplicate past assessment” and select a
Screening/Assessment date from the drop-down list.
Proceed by clicking on ‘View Assessment Results Tracking’.
Modifying Assessment
1) From the PROMIS Home Page, click
, and find the family for whom you wish
to add the Screening/Assessment information.
2) Click on the Last Name hyperlink of the family. This will take you to the Family
Demographics screen. From the Family Demographics screen, click ‘Child/Adult
Development’ and choose ‘Screening/Assessment’. Click the date link of the
Screening/Assessment form you wish to edit. (The Screening/Assessment type
will also be shown next to the Screening/Assessment date).
3) Click the date link, for the Screening/Assessment you want to modify. PROMIS
will take you to the Screening/Assessment screen. Make your changes to the
form, and click ‘Save & Return’ when finished.
PROMIS User Manual
Version 4.x
01.01.08
Modifying Assessment Results Tracking
1) From the PROMIS Home Page, click
, and find the family for whom you wish
to edit/add the Screening/Assessment tracking information.
2) Click on the Last Name hyperlink of the family. This will take you to the Family
Demographics screen. From the Family Demographics screen, click ‘Child/Adult
Development’ and choose ‘Screening/Assessment’. Click the date link of the
Screening/Assessment form for which you wish to edit tracking results. Click on
the View Assessment Results Tracking link to go to the outcomes assessment
screen.
3) Make your changes, and use the floating ‘Save Data’ button or the ‘Save &
Return’ button when finished.
Deleting Screening/Assessment
1) From the PROMIS Home Page, click
, and find the family for whom you wish
to add the Screening/Assessment information.
2) Click on the Last Name hyperlink of the family. This will take you to the Family
Demographics screen. From the Family Demographics screen, click ‘Child/Adult
Development’ and choose ‘Screening/Assessment’. Click the date link of the
Screening/Assessment form you wish to edit.
3) Click the ‘Edit Assessment’ link ->
. Scroll to the bottom of the form, and click
the ‘Delete’ button to remove the form.
NOTE: If you delete the Screening/Assessment, any assessment tracking
results associated with that form will be removed as well.
PROMIS User Manual
Version 4.x
01.01.08
Deleting Individual Assessment Results
1) From the PROMIS Home Page, click
, and find the family for whom you wish
to delete the Assessment/Screening tracking information.
2) Click on the Last Name hyperlink of the family. This will take you to the Family
Demographics screen. From the Family Demographics screen, click ‘Child/Adult
Development’ and choose ‘Screening/Assessment’. Click the date link of the
Screening/Assessment form whose tracking results you wish to remove.
3) From the bottom of the page click on ‘View Assessments Results Tracking’ link.
.
4) Choose the ‘blank’ in the Results drop-down box and delete any scores from the
Scores you wish to delete. Click ‘Save & Return’ when finished.
Blank out any data you want to delete