You can easily record when your work is related directly to specific outcomes with Outcome tracking. Outcomes can be assigned to client and whānau session records 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.
Please note: Outcome tracking is only available for specific organisations while we refine this feature. If you would like to discuss this, please get in touch.
Creating and editing outcomes
Outcomes are set in Administration according to your organisation’s needs.
To create or edit outcomes:
Navigate to Administration, using the Switcher
Select Organisation, then Outcome tracking 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.
Outcome reasons
When adding or removing Outcomes, a user can select a reason for this change. These reasons feed in to reporting and can be customised within Administration to reflect your organisation.
To edit existing reasons or create a new reason:
1. Navigate to Administration, using the Switcher
2. Select Organisation, then Outcome reasons from the menu
3. Select the Outcome 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
Assigning outcomes to a client and whānau
Once you have set up your organisation’s Outcomes these need to be assigned to a client or a whānau in order to track outcomes against records within Noted.
Assigning Outcomes to clients
Edit the client you would like to assign outcomes to, or create a new client
Select Outcome tracking from the left
Assign the appropriate outcome or outcomes to the client by clicking the + symbol next to the Outcome
Select the outcome reason, and amend the date if required
Assigning Outcomes to Whānau
Edit the whānau you would like to assign outcomes to, or create a new whānau
Select Outcome tracking from the left
Assign the appropriate outcome or outcomes to the client by clicking the + symbol next to the Outcome
Select the outcome reason, and amend the date if required
Tip: to remove an outcome from a client or whānau, simply click the ‘x’ next to the relevant Outcome when editing the client/whānau.Select the reason for removing your outcome and amend the date if required.
Adding outcomes to client records
When creating or editing records you can easily add outcomes from your predetermined list. If you cannot see the outcomes you are expecting to see listed, check that all the appropriate outcomes have been added to this client by editing their details and navigating to Outcome tracking.
To assign an outcome to a record
Create or edit an existing record
Select the appropriate outcome for the list under outcome tracking
Enter the rest of the record’s information and when finished click Save and review