If you prefer the client to complete the Needs Assessment themselves, they will receive an email inviting them to begin this process.  (Administrative level i65 users may customize this email.)

If you will be completing the Needs Assessment with your client, you will be able to begin this process immediately after submitting the form.

After the Needs Assessment questions are answered, you will be able to accept or reject the services recommended by the i65 system and generate the final Needs Assessment report. You will be able to download a PDF copy of the final report that you will then be able to share with your clients.

Reports are NOT automatically sent to clients through the i65 system.