Frequently Asked Questions

Non Medical Form Selector

What is it?
  • A navigation tool that allows the user to target the form to be worked on without entering into the assessment area.
  • Allows the user to navigate between various forms when working in an assessment.

Where is it?
  • Next to the client's name inside the edit button (when first logging into the client assessment area) -or-
  • At the top of each screen (when logged into the client assessment) image

How to use it:


  1. Go to and click on the client assessment tab, log in (log in will be on the left if you are on the correct screen)
  2. Select the client and choose the "Edit" button to the right of the client's name.
  3. The non-medical form selector pop-up will display.
  4. Select the appropriate form
If an assessment is in progress and the user needs to switch to a different form prior to completing the assessment
  1. Click Save for Later at the top of the page
  2. Click on Form and select the form to work on
  3. To get back to the incomplete assessment, finish the form, save and click Form again.

Last Updated 5 years ago

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