The New Assessment wizard guides users through completing a resident outcome assessment, accessible atDocumentation Index
Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
Use this file to discover all available pages before exploring further.
/rh/outcomes/assessments/new.
Overview
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.
Who it’s for
This route requiresRH_PERMISSIONS.OUTCOMES_ASSESSMENTS_CREATE (rh.outcomes.assessments.create) in addition to the outer RH_PERMISSIONS.DASHBOARD_VIEW (rh.dashboard.view) guard.
Before you start
- Your account must hold both
rh.dashboard.viewandrh.outcomes.assessments.createpermissions. - An organization context must be active.
- Navigate from an episode detail page or the Outcome Assessments list to pass the required
episodeIdquery parameter; directly navigating to the URL without an episode ID will allow wizard entry but will block final submission.
Steps
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.
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.
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.Key concepts
| Term | Code identifier | Notes |
|---|---|---|
| Assessment Context | AssessmentContextStep | Type, date, period |
| Instrument Sections | InstrumentSectionsStep | Four sections with per-section questions |
| Review & Submit | AssessmentReviewSubmitStep | Read-only summary before final submission |
assessment_type | context.assessment_type | baseline or follow_up |
assessment_period | custom_fields.assessment_period | Stored in custom_fields |
instrument_responses | custom_fields.instrument_responses | Array of section responses stored in custom_fields |
Related
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.
Documentation sources
Documentation sources
- src/routes/rh.tsx
- src/cores/rh/pages/OutcomesAssessmentWizardPage.tsx
- 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