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The Assessments screen at /rh/outcomes/assessments lists all outcome assessments for the current organization, allows filtering by status and type, and provides entry points to create new assessments, manage outcome checkpoints, and record individual measurements.

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Overview

The page loads assessments via useOutcomeAssessments filtered by organization_id. Active checkpoints are loaded in parallel via useOutcomeCheckpoints with isActive: true. The filter bar provides a text search (matching against notes and assessment id) plus status and type dropdowns. Status options are pending, in_progress, completed, and missed. Type options are baseline and follow_up. Below the Assessments card, an Outcome Measurements card shows active checkpoint badges from useOutcomeCheckpoints, a Manage Checkpoints button, a Record Measurement button, and an OutcomeMeasurementsTable. The New Assessment button in the header opens an OutcomeAssessmentDialog. The New Assessment (wizard) route at /rh/outcomes/assessments/new is gated by RH_PERMISSIONS.OUTCOMES_ASSESSMENTS_CREATE.

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Who it’s for

No route-level RequirePermission on /rh/outcomes/assessments beyond the outer RHViewGuard (rh.dashboard.view). The wizard route /rh/outcomes/assessments/new requires RH_PERMISSIONS.OUTCOMES_ASSESSMENTS_CREATE (rh.outcomes.assessments.create).

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Before you start

  • Hold rh.dashboard.view to access the RH module.
  • Hold rh.outcomes.assessments.create to use the new-assessment wizard route.

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Steps

1

Open the Assessments list

Navigate to /rh/outcomes/assessments. The Assessments card shows a count of records matching current filters.
2

Filter assessments

Enter text in the search field to match against notes or assessment ID. Use the Status dropdown to filter by pending, in_progress, completed, or missed. Use the Type dropdown to filter by baseline or follow_up.
3

Create a new assessment

Click New Assessment in the page header. The OutcomeAssessmentDialog opens inline. To use the full wizard, navigate to /rh/outcomes/assessments/new (requires rh.outcomes.assessments.create).
4

Manage checkpoints

In the Outcome Measurements card, click Manage Checkpoints to open the OutcomeCheckpointDialog.
5

Record a measurement

Click Record Measurement in the Outcome Measurements card to open the OutcomeMeasurementDialog.
6

Open an assessment record

Click a row in the Assessments table to navigate to /rh/outcomes/assessments/:id.

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Key concepts

When no assessments match current filters, the card shows “No assessments found” with a Create First Assessment button.
While useOutcomeAssessments is fetching, five skeleton rows are shown in the assessments card. Checkpoint badges in the measurements card also show skeleton placeholders.
The badge strip in the Outcome Measurements card shows all checkpoints where is_active is true. When none exist, “No active checkpoints configured yet.” is displayed.

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Viewing an assessment

The Assessment Details screen at /rh/outcomes/assessments/:id displays the full record for one outcome assessment, showing the checkpoint name, assessment type and status, dates, completed-by staff name, notes, linked episode, and individual outcome measurements. The page reads :id from URL params and loads the assessment via useOutcomeAssessmentDetail. The breadcrumb is set to the checkpoint name (assessment.checkpoint?.checkpoint_name) or “Assessment” as fallback. The header shows an OutcomeAssessmentStatusBadge and an AssessmentTypeBadge. An Edit button is shown when status is not completed; a Complete Assessment button appears when status is in_progress (currently a no-op — see SME note). The Assessment Details card surfaces: Checkpoint, days_post_discharge, Assessment Type, Assessment Date, Completed Date, Completed By staff name, and Status. Notes render when present. The Episode sidebar card shows the Episode ID (first 8 characters) with a View Episode link to /rh/episodes/:id. The Outcome Measurements card renders OutcomeMeasurementsTable filtered by episode_id. An Add Measurement button appears when status is not completed. If the record is missing or errored, “Assessment not found or an error occurred.” is displayed. No route-level RequirePermission beyond the outer RHViewGuard (rh.dashboard.view). The assessment record must exist; a non-existent :id shows an error card.
1

Open an assessment record

From /rh/outcomes/assessments, click a row to navigate to /rh/outcomes/assessments/:id.
2

Review assessment details

The Assessment Details card shows checkpoint name, days post-discharge, type, dates, who completed it, and current status.
3

Review notes

If assessment.notes is present, it renders below the detail grid.
4

Navigate to the linked episode

The Episode sidebar card shows the first 8 characters of the episode ID. Click View Episode to open /rh/episodes/:id.
5

Record a measurement (when status is not completed)

In the Outcome Measurements card, click Add Measurement to record a new outcome measurement for this assessment.
6

Edit the assessment (when status is not completed)

Click Edit to navigate to /rh/outcomes/assessments/:id/edit.
7

Complete the assessment (when status is in_progress)

Click Complete Assessment. This action is currently a placeholder — see SME note above.
If useOutcomeAssessmentDetail returns an error or no data, the page shows “Assessment not found or an error occurred.”
While data is fetching, two skeleton rows replace the header and content area.
Edit and Add Measurement buttons are hidden when assessment.status === 'completed'. The Complete Assessment button only appears when assessment.status === 'in_progress'.

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Creating an assessment

The New Assessment wizard guides users through completing a resident outcome assessment, accessible at /rh/outcomes/assessments/new. The wizard uses a three-step timeline layout (WizardShell with layout="timeline"). An optional ?episodeId=<uuid> query parameter pre-populates the episode context. An episode ID is enforced at submission time — the form renders but cannot be submitted without one. After clicking Submit assessment, the wizard calls createAssessment and navigates to the new assessment detail page. Exiting at any step navigates to /rh/outcomes/assessments without saving. This route requires RH_PERMISSIONS.OUTCOMES_ASSESSMENTS_CREATE (rh.outcomes.assessments.create) in addition to the outer rh.dashboard.view guard. Before you start: hold both rh.dashboard.view and rh.outcomes.assessments.create. An organization context must be active. Navigate from an episode detail page or the Outcome Assessments list to pass the required episodeId query parameter; directly navigating to the URL without an episode ID will allow wizard entry but will block final submission.
1

Step 1 — Assessment Context

Select the Assessment Type (Baseline or Follow-Up) and set the Assessment Date and Assessment Period. Available periods are: Intake, 30-Day, 60-Day, 90-Day, Discharge, 6-Month Follow-Up, 12-Month Follow-Up. All three fields are required; a validation toast appears if any are missing on Next.
2

Step 2 — Instrument Sections

Complete responses across four sections: Substance Use, Housing Stability, Employment & Education, and Well-Being. Each section is navigated with tab buttons; a completion percentage is shown per section. No section is enforced as required at this step, but all fields accept free-text or numeric input.
3

Step 3 — Review & Submit

Review a summary of the context and instrument responses on the AssessmentReviewSubmitStep screen. Click Submit assessment to finalize. On success a toast confirms submission and the page navigates to the new assessment detail page. On error a sanitized error message appears in a toast.

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Key concepts

Recovery Housing

Recovery Housing references and overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/rh.tsx
  • src/cores/rh/pages/OutcomeAssessmentsPage.tsx
  • src/cores/rh/pages/OutcomeAssessmentDetailPage.tsx
  • src/cores/rh/pages/OutcomesAssessmentWizardPage.tsx
  • src/cores/rh/hooks/useOutcomeAssessments.ts
  • src/cores/rh/components/wizards/outcomes-assessment/OutcomesAssessmentWizard.tsx
  • src/cores/rh/components/wizards/outcomes-assessment/steps/AssessmentContextStep.tsx
  • src/cores/rh/components/wizards/outcomes-assessment/steps/InstrumentSectionsStep.tsx