Configure your OutcomeTools account — people, programs, automation, integrations, and the look of the app.

People & access

• Access levels — What each level (0–5) can do.
• Users — Invite, edit, and revoke users.

Clinical setup

• Programs — Define your account's programs.
• Tags — Create and manage tags.
• Series & automation — Recurring survey assignments.
• Library & survey customization — Per-account title, description, and alert overrides for each instrument.

Integrations & delivery

• Integrations — BestNotes and OQ Analyst.
• Notification templates — Customize notification email content.
• Kiosk setup — Set up kiosk mode for in-office surveys.

Appearance & data

• Terminology — Rename "Client" to your account's term.
• Page layouts — Lock card layouts for Dashboard and Summary.
• Export — Export account data to CSV.
• Account details — Account settings and defaults.