Everything you need to do day-to-day clinical work in OutcomeTools — manage clients, assign and review surveys, update care teams, and read reports.

Getting started

• Getting started — Sign in, accept invitations, and session timeout.
• Passkeys — Passwordless sign-in with TouchID, FaceID, or a security key.
• Navigating the app — How the app is laid out and what each tab does.
• Dashboard — Your at-a-glance landing page of cards.
• Working with a connected system of record — What your external system owns, and what you still edit here.

Clients

• Client list — View, filter, and search your clients.
• Adding a client — Create a new client record.
• Client summary — At-a-glance overview cards for one client.
• Client detail — Contacts and identifiers.
• Clinical & care team — Episodes, programs, and care team.
• Notes & activity log — Notes and the activity log.

Surveys

• Assigning a survey — Assign a survey to a client.
• Reviewing a completed survey — Read a completed survey and its scores.
• Managing a survey instance — Edit, mark skipped, dismiss, reset, or restore an instance.
• Account-level survey list — The account-wide survey list.
• Library — What instruments are available.

Reports & insights

• Viewing reports — Open and read saved reports.
• Building a report — Build a report by hand or with AI.
• Lens assistant — The in-app AI assistant — ask in plain language.
• Alerts — Clinical alerts and how to act on them.
• OQ Analyst — OQ Analyst, if your account uses it.

Outside the app

• Client portal experience — Email-link and kiosk survey completion.