Start a New Assessment wizard for adding Assessed Persons, adding Forms, and Sending A Message to An Informant (ASEBA-Web, ASEBA-Network, ASEBA-PC)

*This process differs slightly between ASEBA-Web and ASEBA-PC/ASEBA-Network. Also, ASEBA-Web is the only product that can send a electronic message to an informant.*

To add an Assessed Person, add a form, add an informant, and send a message to an informant, please click on Start a New Assessment tab in upper left-hand corner of the program.

To create a new Assessed Person, click on the arrow next to I want to create a new assessed person.

If the person to be assessed has previously been created, click on the arrow next to I want to select an assessed person that was previously created.

The next question: You can create a new assessed person from an existing informant. Is this assessed person already in the system as an informant? Click No, as this is a new assessed person.

Fill in Title (optional), First, Middle, and Last name, Nickname (optional). To type in an Identification Code and not use the Auto-Generate Identification Code, please uncheck Auto-Generate Identification Code. Select the Gender, Date Of Birth, and Ethnicity. Address, Mobile, Home, Work Phone and Email are all optional. Click Next.

Select what directory to place the new Assessed Person into. If a directory was not created ahead of time, select the default directory of Root. Click Save.

*The ADD FORM section differs slightly at this point for ASEBA-Web and ASEBA-Network/ASEBA-PC.*

*For ASEBA-Web: The ADD FORM window will open. Select the Form Source: Electronic Form, Paper Form (form already filled out by informant) or Self-Printed Form (a blank form to be printed). Electronic Form was chosen for this example.

For ASEBA-PC/ASEBA-Network, the Form Source will default to Paper Form.

Select the Form Type.

The Form Contact should automatically fill in with the name of the user logged into the program. This can be changed by using the drop-down arrow. To create the Form Contact drop-down list, please add users to the program (Administrators Only). ASEBA-Web example below.

ASEBA-PC/ASEBA-Network will default to The Administrator or to the user logged into the program.

Evaluation ID is for hospital use for electronic health records.

Due By Date is optional. Please use the calendar on the right to fill in the date.

Enter Problem Items Only: check this box if the informant only needs to fill out the Problem Items in the form.

Society: The default Society is ASEBA Standard. To change the society, click on the drop-down list and select the desired society.

Clinician: Select the Clinician from the drop-down list. The Clinician drop-down list must be created by Administrators (ADMINISTRATION tab > MANAGE DICTIONARIES > CLINICIANS > New).

*Older versions of ASEBA-PC/ASEBA-Network, you can type the name of the clinician in the blank.

Agency, School, Form Custom Field One and Two and Form Free Text Field One and Two are optional. The above drop-down lists must be created by Administrators (ADMINISTRATION tab > MANAGE DICTIONARIES >).

*Older versions ASEBA-PC/ASEBA-Network: select the Form Type, select New Informant. Fill in the new informant’s First Name and Last Name, select the Relationship from the drop-down list, select the Clinician from the drop-down list or type the clinician’s name in the blank, Evaluation ID is for hospitals, Society is defaulted to ASEBA Standard. Due-By-Date, Agency, School, User Defined 1 and 2, and User Defined Field 1 and 2 are all optional. Click Next.

Review the form details and click Submit.

For ASEBA-Web and ASEBA-PC/ASEBA-Network 2026: the Select Informant window will open. Select I want to create a new informant or I want to select an informant that already has a record in this application by clicking on the arrow. I want to create a new informant was chosen for this example.

Fill in the First Name, Last Name, Mobile Phone, Email, and Relationship (from drop-down list). Click Next.

Review Form Details and click Submit. Below is an example of ASEBA-Web:

Below is an example of ASEBA-PC/ASEBA-Network: Fill in the information and click Next. Review the information on the next page and click Submit.

At this point the wizard will stop for ASEBA-PC/ASEBA-Network. The Assessed Person will be in the left column, with the form on the right side.

For ASEBA-Web , the Send Message window will open. Choose Yes to send a message (email the form) or No to stop the Start a New Assessment wizard and not send an email to an informant.

Review the information. Type in Reply To and Informant Email if it does not autofill. If the language needs to be changed from the default of English, click on the drop-down arrow next to English/English/United States. Choose the language. Click Send.

Once the message has been sent to an informant, the status of the form will say Message Sent to Informant. Once the form is completed and submitted back into the program, the status of the form will say Completed By Informant.

Once the status of the form says Completed by Informant, the clinician can enter the form by clicking on the Key-Entry tab to open the form and check to see if all the questions have been filled out. Save and Close the form. The form can now be scored by clicking on the Score Report tab: