This article provides a comprehensive video demonstration of OutcomeTools by BestNotes, guiding users through its features for optimizing outcome measurement and client progress tracking in mental and behavioral health practices.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

OutcomeTools Demonstration Breakdown

This section outlines the key topics covered in the OutcomeTools demonstration video, organized by timestamp for easy navigation:

  • What is OutcomeTools? (0:08) - An introduction to the software's purpose and benefits.
  • Questionnaire Library (0:18) - How to access and utilize the available questionnaires.
  • Assigning OutcomeTools user permissions in BestNotes (1:03) - Details on setting up user access within BestNotes for OutcomeTools.
  • Adding a client to OutcomeTools (2:03) - Steps to integrate client profiles into the OutcomeTools system.
  • Assigning questionnaires using a series (3:41) - Learn how to set up and assign a sequence of questionnaires.
  • Viewing series assigned questionnaires (5:25) - How to monitor questionnaires assigned as part of a series.
  • Assigning questionnaires using Instances (6:20) - Instructions for assigning individual questionnaire instances.
  • Administer questionnaire using email delivery method (7:26) - Guide on sending questionnaires to clients via email.
  • Administer questionnaire using Kiosk/iPad method (8:27) - How to use OutcomeTools on a Kiosk or iPad for in-office completion.
  • Viewing assigned and completed questionnaires (10:06) - Steps to review the status of questionnaires.
  • Survey results on the Client Progress Chart (10:40) - Understanding how survey data is displayed and tracked over time.
  • Master Dashboard Navigation (Administrative functions) (11:42) - An overview of the administrative dashboard.
  • Client List tab (12:28) - How to manage and view your client list within OutcomeTools.
  • Reports Tab (12:55) - Accessing and generating various reports from collected data.
  • Managing Users in OutcomeTools (13:32) - Instructions for adding, editing, and managing user accounts.
  • Levels of Permissions (14:06) - Understanding the different permission levels for users.
  • Account Settings tab (16:28) - Customizing your OutcomeTools account settings.
  • Export data from OutcomeTools (17:15) - How to export your outcome data for external use.
  • Resources Tab (17:59) - Information on additional resources available.
  • Review completed results or administer questionnaire in BestNotes (18:13) - How to interact with OutcomeTools directly from BestNotes.
  • Completed Questionnaires listed on Activity Log (19:12) - Where to find records of completed questionnaires in the activity log.
  • Adding signers to completed questionnaire (19:30) - Steps to add required signatures to completed questionnaires.
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