Assessment Options

Setup Assessment Types

ResiDex allows users to determine both the types of Assessments being performed as well as customizing the names of these Assessments.  The facility's preferred name (rather than our defaults) will appear on reports such as Assessment Summaries, Worksheets, Forms and Reports. More information on Assessment Types may be found here.

Assessment Service Links

In the process of completing an assessment, the individual's care and services needs are identified.  Our "Assessment - Service Link" option will allow you to identify and add services to the resident's plan of care while you are performing the assessment.  The process allows you to:

  • Link one or more services to any assessment evaluation option
  • Select the service(s) you wish to schedule for the individual
  • Enter specific information about the service (Days, time, provider, task details, etc.)


Assessment-Service Consistency

ResiDex can be configured so changes to a resident service plan will not be allowed until a corresponding assessment item has been updated for that resident.  This has the effect of ensuring your residents' service plans are always consistent with their assessments.

"Other Providers"

When performing an assessment, it is helpful to note whether a services is being provided by your own staff or by Other Providers (i.e., a family member or friend, another health care provider, etc).

Making a note of other providers acknowledges the resident needs a particular service AND that your organization is not responsible for providing it. CliniDex allows users to identify and record the unaffiliated responsible party during the assessment.

The other provider types you want to make available to your users can be setup in advance. 

Assessment Question Setup

Assessments are made up of topics, categories (questions) and evaluation options (possible answers). Your database will come with a list of questions that you can select to appear on each assessment type.  We will break down the assessment setup for you.  If the questions that are there do not meet your needs, please This email address is being protected from spambots. You need JavaScript enabled to view it. to assist in customizing the assessment questions with you.