Assessments Overview

Tier: Enterprise 


Assessments are designed to help assess a person’s social needs, to understand how to best help them. You can use your own questions for the Assessment or use a standard Assessment like Health-Related Social Needs (HRSN). 

You can complete an Assessment on behalf of who you are helping, or the person seeking services can complete the Assessment on their own. Once the Assessment is completed and submitted, a list of programs that address the person’s top social needs will be provided. You can then navigate and connect to the programs that best meet those needs. 

Additional assessment related reports are available. These reports provide insight into eligibility, demographic, and social needs information.



Table of Contents
Accessing Assessments
Completing an Assessment
Assessment Search Results
Viewing Submitted Assessments
Undoing an Assessment
Set Up

How it Works

Accessing Assessments

Assessments are visible on the homepage of the site, and typically with a "Start a Form" button.


Who Can Access Assessments?

Assessments can be staff-administered or self-served by your community. Your assessment can be made available to:

  • The public (logged in or not logged in)
  • Logged-in provisioned staff users

If there is only one Assessment available, you will see a button with the name of the assessment form on the homepage. If there is more than one assessment, they will see a “Start a Form” button, which will trigger a dropdown menu when clicked. Selecting the Assessment name will launch the assessment form.


Completing an Assessment

Once you have completed the assessment for yourself or on behalf of the person you are helping, you can review the Assessment responses, confirm consent, and submit the Assessment.


Once you have submitted an Assessment, you cannot edit the responses. However, you can undo the entire Assessment and start over.


Assessment Search Results

After the Assessment has been submitted, the person who completed the assessment and the person the assessment was completed for, will receive an email with a link to the  search results that match the person’s top social needs. These email notifications can be turned on/off. 

After completing an assessment, you will also be taken to a thank you page, or a Highlighted Search or Program Recommendation Summary (PRS) where you may search for programs to meet the needs identified. Where you are taken will depend on how your assessment has been configured.

Once on the search page, you will see the banner of the person for whom you filled out the Assessment at the top. This is called Seeker Context, and will allow you to navigate for this specific person until you end the session. Seeker Context will autofill your referral and other forms so you can quickly and easily connect them to programs.


Highlighted Search

Highlighted Search results take advantage of our vast network to find the right programs to meet the needs that were identified. Following an Assessment submission, you will be taken to the search results page where specific categories will be highlighted based on the social needs identified in the Assessment. Clicking on the highlighted categories will help you find resources that may address those social needs.


Access the Highlighted Search article for more information!


Program Recommendation Summary (PRS)

A Program Recommendation Summary (PRS) is a short, printable, curated list of programs that will be generated for people after they submit an assessment. We recommend using the PRS search page if you have a specific list of programs that you want to recommend. You can update this list at any time using your folders of your favorite programs.


 Access the Program Recommendation Summary (PRS) article for more information!


Viewing Submitted Assessments

Submitted Assessments can be viewed in the People I'm Helping Dashboard under the Forms section.

Who can view submitted Assessments?

By default, Assessment responses are visible to the user that is logged in and helped a person fill out a form. 

You can also see submitted assessments if:

  • Team Navigation is turned on for a role you are in and another user in the same role submitted an Assessment
  • Assessments were shared with a role you are in, at the Form or Kiosk Level.

Submitted assessments can be viewed through the person’s profile or through the Forms dashboard


Undoing an Assessment

You may undo the most recently submitted Assessment from the Forms section of the Seeker Profile. Undoing an Assessment submission will:

  • Delete the submitted form
  • Delete any goals that were created by that form + delete any notes that have been added to those goals + disassociate any referrals that have been added to that goal
  • Reverse any Profile fields that were automatically updated by the form submission to their state just prior



Set Up

If you'd like to discuss setting up an Assessment on your platform, please contact your Customer Success Manager. 

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