What is the Assessment Gauge?

1. Eligibility Assessments for various programs or services, for example:
1. Follow-Up Eligibility
2. Health Insurance Enrollment Eligibility
3. Tax Assistance Eligibility
4. Mobile Crisis Team Referral Eligibility
2. Risk Assessments for various situations, for example:
1. Mental Health Intake Priority
2. Suicide Risk Assessment
3. Disaster Risk Assessment
4. Domestic Violence Assessment
5. Homeless Diversion Program Assessment
   

How to use the Assessment Gauge

Note, when answering assessment questions, it's important to hit '(reset)' if you answer an assessment question by mistake before you select the correct answer. Otherwise, the point value for your new selection doesn't update in the gauge and the old answer value is still used.

How to Create an Assessment Gauge

1. Determine the questions and answers you will include in your Assessment Gauge
   
2. Determine the Risk or Eligibility Levels to use, which will appear for your users in the Assessment Gauge tool in the call report, to help guide the interaction
   
3. Assign the answers to your questions a numerical severity value that will be used by iCarol to automatically indicate the help seekers Risk Level, and using those values set the range for each Risk Level
   

The questions, answers, and point values must first be created outside of iCarol using the information and template below, because the iCarol Support Team will need to create the Assessment Gauge for you in iCarol.

Step 1: Create your Assessment Questions

1. The Assessment Gauge can be added as one or more Categories to an existing contact form version, or it can be added as in a new form of its own
2. You can only have one Assessment Gauge created in each contact form version, but you can setup multiple contact form versions as different Assessment Gauges, and then setup the various Assessment Gauges as related contact forms, so they can all be accessed from one parent form
1. For example, you may have a ‘Basic Contact Form’ that documents all your interactions. Then you can create additional contact form versions for ‘Suicide Risk Assessment’ and ‘Disaster Risk Assessment’ and only fill out the related forms and Assessment Gauges when appropriate, as determined while documenting the Basic Contact Form
3. The questions and answers included in the Assessment Gauge appear in a matrix table; you can’t include checkbox, drop-down lists, or free text answers in the Assessment Gauge
4. The Assessment Gauge formats best when added to the Issues tab of the contact form, but you can add it to another tab if you wish
5. The use of Conditional Questions aren’t currently supported in the Assessment Gauge
6. Once the Assessment Gauge is added to your system, a user with permission to do so can work with the Support Team to edit it at any time
   

Step 2: Create Assessment Levels

1. The Assessment Gauge appears in the top right corner of the contact form and is calculated as answers are selected in the Assessment Gauge Categories, which you defined in the previous step
2. The Level Name, Level Description, and Level Color, as defined by your organization in this step, appear in the Assessment Gauge; the Level Name and Description appear beneath the Assessment Gauge, and the color of the Assessment Gauge changes based on the calculated score.
3. Keep the Level Description short and concise; no more than 1 sentence; additional instructions/description can be added as Static Text to the contact form
4. You can choose to use one risk level, or many, depending on the needs of your service
   

Step 3: Assign values to answer choices

1. Suicide Risk Assessment: this is two Categories setup with several Groups (questions) included in the Assessment Gauge. This type of Assessment Gauge can either be added directly into one of your existing contact forms, or as its own form, depending on the needs of your organization.
2. Follow-Up Eligibility: this is one Category setup with three Groups (questions) included in the Assessment Gauge. This type of Assessment Gauge is ideally added directly into one of your existing contact forms, but for demo purposes you can request it be added as its own form, so you can complete testing without interfering with your existing work.