Before You Begin
You will need Admin access to modify PAA configurations.
Have your desired field specifications ready for each level of care (inpatient vs. outpatient).
Consider how changes will affect PDF generation and existing assessments currently in your pipeline.
Steps
Access PAA Configuration: Navigate to the pre-admission assessment settings in your Dazos admin panel.
1.1. Click "Admissions"
1.2. Click "Pre Assessment"
1.3. Click "Customize"
1.4. Click "Module Fields & Layout"
Select Level of Care: Choose whether you're configuring the inpatient or outpatient assessment template.
2.1.
Configure Field Visibility: Enable or disable specific fields based on your requirements. Turn on fields that should appear in the assessment, and turn off fields that should be hidden.
Review Field Layout: Ensure the field order and grouping matches your desired format for each specific care level.
Test PDF Generation: Generate a test PDF to verify the layout matches your specifications before going live.
Apply Changes: Save the configuration to apply your changes to future assessments.
Verification / Expected Result
Each level of care (inpatient and outpatient) will display only the fields you have configured. The generated PDFs will accurately match your specified format for each assessment type.
⚠️ Warning: Changes to PAA field configurations affect all assessments in your pipeline immediately. Critical sections like Substance Use History should be carefully reviewed before saving your changes.
💡 Tip: When creating new PAA configurations, always test the PDF output with sample data to ensure the formatting meets your strict requirements before using it with real patients.
Troubleshooting / Common Errors
If fields are suddenly missing from your assessment, check the following:
Verify the field is actually enabled in the correct level of care configuration.
Check that the field hasn't been accidentally disabled during recent system updates.
Ensure critical sections, like Substance Use History, are properly activated in the settings.