You can easily record when your work is related directly to specific outcomes with Outcome tracking.
Outcomes can be assigned to clients and whānau to track work towards predefined outcomes.
You can also track the reasons for adding and removing the outcomes that you are working toward with clients and whānau.
NOTE: Outcome tracking is only available for specific organisations. If you would like to discuss this, please get in touch.
Creating and editing outcomes
To create or edit outcomes:
Navigate to Administration, using the Switcher
Select Client Settings, then Outcomes from the menu
Select the Outcome you wish to edit or click Create Outcome to track
Slide the toggle to indicate whether the outcome is enabled
Add a name and description for your outcome then click Save outcome
You can edit the name or description of your outcome at any time. You can also enable or disable this outcome for your organisation as required.
Creating and editing outcome reasons
To edit existing reasons or create a new reason:
1. Navigate to Administration, using the Switcher
2. Select Client Settings, then Outcome Reasons from the menu
3. Select the Outcome reason you wish to edit or click Create outcome reason
4. Add a name and type for your Outcome reason
5. Slide the toggle to indicate whether the reason is enabled, and click save