Completing the Needs Inventory

The Needs Inventory & Next Steps has several tabs on which to capture the needs and current status of the individuals. You can update the inventory after different meetings or to capture changes. Each time the inventory is saved, it will have a timestamp and will be available to read.

Note: The Needs Inventory is configurable per customer and your implementation may not have this inventory turned on. Please contact PAIRIN if your organization would like to enable the Needs Inventory. 

First, you will login to My Professional Center and navigate to the appropriate individual's record using the Customer search function. 

Click on Needs Inventory & Next Steps on the left-hand menu in the individual's record

The Needs Inventory & Next Steps is broken down into topic specific tabs with relevant questions in each tab. All of the tabs and questions are configurable to meet each client's needs. 

After populating the relevant information in each tab, you can either click Next to progress to the next tab or click on directly on the next tab you wish to navigate to.

Once you have updated all of the tabs, you will need to save the inventory by clicking Save Inventory.

After saving the Inventory, the saved Inventory will appear under the Needs Inventory section on each tab. Each time the Inventory is saved, it will be timestamped and indicate the professional that completed the inventory. You can drill into each of the records to see which needs were indicated by clicking the magnifying glass to the right of the record. 

After identifying an individual's needs, you can also include their goals in the Goals section which is located under the Needs inventory on each tab. 

As you complete the Needs Inventory, you may identify needs that your organization may not be able to meet, but another organization within your community can. Referrals are a a great way to connect individuals to other resources in the community. Referrals can be made in the Community Catalog and will be documented in the Referrals section of the Inventory. 

If you collected additional and relevant information and notes that was not captured elsewhere in the Needs Inventory, you can add more notes in the Meetings section. Click the + button to add additional meeting notes. 

The Notes feature is similar to the Meetings section with the primary difference being that the Notes section has visibility functionality. If you want specific notes to only be seen by you, the Professional, and not other Professionals, the Notes section allows you to choose the parties that are able to view the notes taken. Meetings notes are visible to everyone that has access to the individual's record. 

Please review the video below to learn more about the Needs Inventory!