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Assessments

Understand how to use the assessments section to complete, track, and review provider evaluations for quality, compliance, and performance.

Written by Billy Dilks

The Assessments section within the Provider Gateway enables you to conduct, record, and review quality and compliance assessments for care providers. With digital tools to standardise, monitor, and track performance, the Assessments module supports risk management, improvement planning, and regulatory requirements.

Key Features

  • Customisable Assessment Templates: Use standard templates or create your own to match organisational or regulatory criteria.

  • Digital Completion: Fill out assessments online—from the office or in the field.

  • Rating & Scoring: Each assessment can use scoring, grades, or free-text feedback.

  • Evidence Attachment: Upload images, documents, or notes to support findings.

  • Assessment History: Access previous assessments to check progress or spot recurring issues.

  • Automated Alerts: Get notified of due or overdue assessments, or flag issues needing attention.

  • Reporting and Analytics: Summarise results, compare across providers, and track improvement over time.


How to use the assessments section

1. Accessing Assessments

  • Go to the Provider Gateway and select the ‘Assessments’ area from the dashboard.

2. Select Provider or Group

  • Choose the provider you wish to assess, or select a group for batch assessments.

3. Choose or Create an Assessment Template

  • Pick from pre-set templates (e.g., quality, safety, compliance).

  • Customise or build your own for unique requirements.

4. Complete the Assessment

  • Fill in required fields, scores, and comments online.

  • Add evidence—upload files or images as necessary.

5. Submit and Save

  • Review your responses; ensure all mandatory areas are filled.

  • Click ‘Submit’ to save the assessment and register completion.

6. Review History and Results

  • Access completed assessments under ‘History’ to review or compare.

  • Use analytics to summarise or visualise trends.

7. Set Follow-Up Actions

  • Assign follow-ups if issues are identified—notes, reminders, corrective actions.

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