Page Content (click on blue titles):



 

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
  • 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


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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



  • Level 2 (Administer Assigned Questionnaires)
    • If you see a permission message on your assigned:
      • Log out of BestNotes
      • Re-log into BestNotes

  • Level 1 (View Completed Questionnaires)
    • If you see a permission message on your assigned client:
      • Log out of BestNotes
      • Re-log into BestNotes





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Resources Tab

List of definitions and documentation of Questionnaires and Instances.



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BestNotes Administrator Permission




Adds an icon/link in the top-right that opens your default web browser directly to the OutcomeTools Master Dashboard: