How do I create a new copy of a read-only assessment?

Sometimes you need to open a pre-existing read-only assessment. You may wish to do this if:

  • Another member of staff needs to append something to the assessment
  • Another member of staff needs to approve an assessment
  • You want to record the same measure/score on multiple occasions over time

Note: To be clear, this doesn't impact the integrity of the original assessment. Instead it creates a new editable version of the assessment that contains all of the data in the original assessment.

To create a new version of a read-only assessment do the following:

  1. Select the patient
  2. Go to the Patient Summary and click on the Assessments tab
  3. Find the "read only" assessment that you want to create a new version from and click on it.
  4. You will now see the assessment in read-only form
  5. In the toolbar at the bottom of the screen click on the copy icon indicated below:


  6. This will create a new version of the assessment whilst retaining all of the data that was entered previously

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