Assessments

A care assessment of a service user's suitability for a location or service either in-person or via a virtual format (such video call).

The assessment object

Attributes

  • _id
    string

    A unique Id for the assessment.

  • anonymized
    string

    The date/time the assessment was anonymized (if anonymized).

  • assessment_type
    string

    The type of assessment booked; in_person, virtual.

  • assessor
    string

    The name of the person performing the assessment

  • assigned_to
    string

    The user the assessment is assigned to.

  • cancelled
    string

    The date/time the assessment was cancelled (if cancelled).

  • care_enquiry
    string

    The Id of the care enquiry this assessment has been booked for.

  • completed
    string

    The date/time the assessment was assessment (if completed).

  • created
    string

    The date/time the assessment was created.

  • date_time
    string

    The date/time of the assessment.

  • location
    string

    The Id of the location the service user is being assessed for.

  • modified
    string

    The date/time the assessment was modified.

  • notes
    string

    Notes regarding the assessment.

  • other_persons_attending
    string

    Details of any other persons that will be attending the assessment.

  • outcome
    string

    The outcome of the assessment; Able to support needs, Not able to support needs.

  • outcome_notes
    string

    Notes about the outcome.

  • street_address
    hash

    The address where the assessment is taking place (if in person).

    • street_address.address_1
      string

      Address line 1 (e.g. house name/number).

    • street_address.address_2
      string

      Address line 2 (e.g. street).

    • street_address.town
      string

      Town, city or village.

    • street_address.county
      string

      County.

    • street_address.postcode
      string

      Postal code.

    • street_address.country
      string

      Country.

The assessment object
{
    "_id": "662edc5d835c6a1ad9676a6c",
    "anonymized": null,
    "assessment_type": "in_person",
    "assessor": "Jane",
    "assigned_to": "662edc59835c6a1ad9675cda",
    "cancelled": null,
    "care_enquiry": "662edc5d835c6a1ad9676a67",
    "completed": null,
    "created": "2024-04-28 23:31:41",
    "date_time": "2024-05-12 14:30:00",
    "location": "662edc59835c6a1ad9675cce",
    "modified": "2024-04-28 23:31:41",
    "notes": "",
    "other_persons_attending": "",
    "outcome": null,
    "outcome_notes": null,
    "street_address": {
        "address_1": "12 Picket Post Close",
        "address_2": "",
        "country": "",
        "county": "Berkshire",
        "postcode": "RG12 9FG",
        "town": "Bracknell"
    }
}

List all assessments

Return a list of assessments booked for care seekers.

Parameters

  • attributes
    optional
    default ['_id']

    A list of attributes to include for fetched objects.

  • filters-anonymized
    optional
    default unset

    A filter that allows assessments to be filtered by whether the assessment is anonymized.

    • unset
    • yes
    • no
  • filters-assessment_type
    optional

    A filter that allows assessments to be filtered by a list of assessment types.

    • in_person
    • virtual
  • filters-assigned_to
    optional

    A filter that accepts a list of user Ids and filters assessments by the user they are assigned.

  • filters-cancelled
    optional
    default unset

    A filter that allows assessments to be filtered by whether the assessment is cancelled.

    • unset
    • yes
    • no
  • filters-care_enquiry
    optional

    A filter that accepts a list of care enquiry Ids and filters assessments by the enquiry the assessment has been booked for.

  • filters-completed
    optional
    default unset

    A filter that allows assessments to be filtered by whether the assessment is completed.

    • unset
    • yes
    • no
  • filters-end_date
    optional

    A filter that accepts a date and filters assessments to those booked before or on the end date.

  • filters-ids
    optional

    A filter that accepts a list of Ids and filters the items returned to those with an Id in the list.

  • filters-location
    optional

    A filter that accepts a list of location Ids and filters assessments by the location they are to.

  • filters-modified_after
    optional

    A filter that accepts a date/time and filters the items returned to those modified after the date/time.

  • filters-modified_before
    optional

    A filter that accepts a date/time and filters the items returned to those modified before the date/time.

  • filters-outcome
    optional

    A filter that allows assessments to be filtered by outcome.

    • able
    • not_able
  • filters-q
    optional

    A case insensitive keyword filter applied to the following fields; notes.

  • filters-start_date
    optional

    A filter that accepts a date and filters assessments to those booked after or on the start date.

  • page
    optional
    default 1

    The page number to fetch.

  • per_page
    optional
    default 10

    The number of items to return per page.

  • sort_by
    optional
    default _id

    A list of fields the returned items can be sorted by. Fields prefixed with minus (-) sign are sorted in descending order.

    • _id
    • created
    • modified

Response

Returns a page of assessments.

GET
/v1/assessments
var assessments = apiClient.Request(
    HttpMethod.Get,
    "assessments",
    new MultiValueDict()
        .Add("attributes", "care_enquiry", "date_time", "host", "notes")
        .Add("filters-cancelled", "no")
        .Add("filters-completed", "no")
);
<?php

$assessments = $api_client->request(
    'GET',
    'assessments',
    [
        'attributes'=>['care_enquiry', 'date_time', 'host', 'notes'],
        'filters-cancelled'=>'no',
        'filters-completed'=>'no'
    ]
);
assessments = api_client(
    'GET',
    'assessments',
    params={
        'attributes': ['care_enquiry', 'date_time', 'host', 'notes'],
        'filters-cancelled': 'no',
        'filters-completed': 'no'
    }
)
assessments = api_client.request(
    'GET',
    'assessments',
    params: {
        'attributes' => ['care_enquiry', 'date_time', 'host', 'notes'],
        'filters-cancelled' => 'no',
        'filters-completed' => 'no'
    }
)
Response
{
    "item_count": 5,
    "items": [
        {
            "_id": "662edc5c835c6a1ad96766d0",
            "care_enquiry": "662edc5c835c6a1ad96766cb",
            "date_time": "2022-07-10 09:24:00",
            "notes": ""
        },
        {
            "_id": "662edc5c835c6a1ad96767ec",
            "care_enquiry": "662edc5c835c6a1ad96767e7",
            "date_time": "2023-01-01 16:31:00",
            "notes": ""
        },
        {
            "_id": "662edc5c835c6a1ad967686c",
            "care_enquiry": "662edc5c835c6a1ad9676867",
            "date_time": "2023-03-13 13:45:00",
            "notes": ""
        },
        {
            "_id": "662edc5c835c6a1ad96768da",
            "care_enquiry": "662edc5c835c6a1ad96768d5",
            "date_time": "2023-06-20 15:59:00",
            "notes": ""
        },
        {
            "_id": "662edc5d835c6a1ad9676a6c",
            "care_enquiry": "662edc5d835c6a1ad9676a67",
            "date_time": "2024-05-12 14:30:00",
            "notes": ""
        }
    ],
    "page": 1,
    "page_count": 1,
    "per_page": 10
}

Retrieve an assessment

Retrieve an assessment object.

Response

Returns an assessment object.

GET
/v1/assessments/<assessment_id>
var assessment = apiClient.Request(
    HttpMethod.Get,
    $"assessments/{assessmentId}"
);
<?php

$assessment = $api_client->request(
    'GET',
    'assessments/' . $assessment_id
);
assessment = api_client('GET', f'assessments/{assessment_id}')
assessment = api_client.request('GET', "assessments/#{assessment_id}")
Response
{
    "_id": "662edc5d835c6a1ad9676a6c",
    "anonymized": null,
    "assessment_type": "in_person",
    "assessor": "Jane",
    "assigned_to": "662edc59835c6a1ad9675cda",
    "cancelled": null,
    "care_enquiry": "662edc5d835c6a1ad9676a67",
    "completed": null,
    "created": "2024-04-28 23:31:41",
    "date_time": "2024-05-12 14:30:00",
    "location": "662edc59835c6a1ad9675cce",
    "modified": "2024-04-28 23:31:41",
    "notes": "",
    "other_persons_attending": "",
    "outcome": null,
    "outcome_notes": null,
    "street_address": {
        "address_1": "12 Picket Post Close",
        "address_2": "",
        "country": "",
        "county": "Berkshire",
        "postcode": "RG12 9FG",
        "town": "Bracknell"
    }
}