Send an Outcome Measure to a Client
Send an Outcome Measure to a Client
You can send an outcome measure to a client two ways: from the Outcome Measures tab in the Library, or from the client's Portal tab.
Click Library > Outcome Measures tab
Click the name of the questionnaire you want to send.
Once an outcome measure is selected, you’ll have the opportunity to learn more about an outcome measure or take action.
A - About - The About Tab includes details about the measure, its applicable age range, supported language and administration methods, staff access permissions, and its sharing status on the portal.
B - Sample Assessment- The Sample Assessment Tab provides a full preview of each of the questions and response options, allowing clinicians to see the complete workflow of administering the measure.
C - The Sample Results - The Sample Results tab displays an example of completed results for the measure.
D - Share on the Portal - Share on the Portal allows you to send a specific Outcome Measure to a client. Clicking on Share on the Portal will open a Share Documents on the Portal Dialog.
Begin typing in the Patient field and select the patient’s name.
Enter text in the Instructions field if desired.
Click the Send Document Request button.
E - Administer Now - Clinicians can use the “Administer Now” button to administer the selected outcome measure from the library without first navigating to the patient’s record.
You can also send an outcome measure through a patient view:
Click Patients > Patient name > Portal tab > Share Documents button
The Share Documents on Portal dialog will appear. In the dropdown menu, select Outcome Measures.
Select the Outcome Measure(s) you’d like to send to your Patient.
Enter text in the Instructions field, if desired.
Click the Send Document Request button.
After sending the document request, the outcome measure will be listed in the patient's Documents and Portal Requests with a Pending Submission status.
Quick Tip: Practice Administrators can manage which outcome measures are shared through the client portal by clicking the Edit icon in the About section for each measure. Only certain outcome measures can be enabled for sharing. Clinician-administered outcome measures cannot be shared through the portal.
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