How Can We Help?
The date of the annual assessment needs to be within 30 days of the anniversary date of the client’s enrollment into the project. So if a client enrolled in the project on 1/15/2016 then he/she should have an annual assessment conducted between 12/15/2016 and 2/15/2017 for year 1, 12/15/2017 and 2/15/2018 for year 2, etc. The assessment type must also be an annual assessment, and not an update, for it to be counted properly in the reporting logic.