Page Content (click on blue titles):
- NOTE
- Add an OutcomeTools User
- OutcomeTools User Levels
- Resources Tab
- BestNotes Administrator Permission
NOTE: At this time, if you have a BestNotes Subscription, it is NOT recommended to use the Add Client button in the upper-right of OutcomeTools. BestNotes users with the OutcomeTools Level 4 or 5 permission, please add clients in the BestNotes OutcomeTools tab.
Add an OutcomeTools User
- Give a BestNotes User the OutcomeTools Permission (BestNotes subscription only):

- The Administrator permission adds an icon to the top-right.
- Open OutcomeTools Master Dashboard
- Click on the Manage User tab
- Click on the Add User button
- Add a User's information
- Select a BestNotes User (Autopopulates)
OR
- Add an individual OutcomeTools User
- Copy the e-mail to verify account
- Select a Level
- NOTE: Only Level 4 and 5 can add Clients
- BestNotes users add clients in BestNotes
- For more information, see Levels below
- NOTE: Only Level 4 and 5 can add Clients
- Check a User Group to limit access
- Similar to BestNotes Access Tags.
- Create a ticket on this website to add groups.
- NOTE: All users and levels need the Administration (Admin) Group Checked to add and/or see clients from BestNotes.
- Click Save User
- Inform the User they can access OutcomeTools
- Through BestNotes
OR
OutcomeTools User Levels
NOTE: At this time, if you have a BestNotes Subscription, it is NOT recommended to use the Add Client button in the upper-right of OutcomeTools. BestNotes Users with the OutcomeTools Level 4 or 5 permission, please add clients in the BestNotes OutcomeTools tab.
- Level 5 (Manage Users & Company Settings, Export Data, Reports (For Company-wide reports, create a ticket with any questions))
- Level 4 (Manage Clients/Contacts, View Reports (For Company-wide reports, create a ticket with any questions))
Levels 1-3 require that a client already be in OutcomeTools in order to log in from BestNotes or by logging into outcometools.com
- Level 3 (Assign/Dismiss Questionnaires)
- If you see this message:
- Log out of BestNotes
- Re-log into BestNotes
- If you see this message:
- Level 2 (Administer Assigned Questionnaires)
- If you see a permission message on your assigned:
- Log out of BestNotes
- Re-log into BestNotes
- If you see a permission message on your assigned:
Resources Tab
List of definitions and documentation of Questionnaires and Instances.
BestNotes Administrator Permission
Adds an icon/link in the top-right that opens your default web browser directly to the OutcomeTools Master Dashboard: