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ORS/SRS Setup
Updated over a year ago

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The Outcome Rating Scale (ORS) assesses the client’s therapeutic progress and the client’s perceived benefit of treatment, while the Session Rating Scale (SRS) assesses the client’s perception of the client-practitioner alliance.

To setup ORS / SRS in Penelope you will need to be logged in with a System Administrator account.

Configure ORS/SRS

For the ORS Setup option to appear in System Setup you must have first add your license key. Your URL, Username and Transaction Password will be provided once a license has been purchased.

1. In the System Setup section select ORS Setup.

2. Click Edit.

3. Enter the URL, Username and Transaction Password (check Change Transaction Password).

4. Click Save


Enable Access to ORS/SRS Reports

To grant access to ORS and SRS reports you must modify an existing custom Report Security Class or create a new custom Report Security Class. Visit our Report Security Class page for further information on managing Security Classes.

1. In the User Setup section click Security.

2. Click Class Setup.

3. Complete one of the following actions:

  • To modify an existing custom Report Security Class, in the Report Security Class section click the name of a class

  • To create a new custom Report Security Class in the Report Security Class section click Add

4. As applicable, give or restrict access to the following ORS reports:

  • ORS Measures Self Audit Report

  • My ORS Measures Self Audit Report

  • ORS Measures Client List with Flags Report

  • My ORS Measures Client List with Flags Report

  • ORS Measures Rolling Average Report

5. If required, configure any additional Report Security Class settings. For more information about Report Security Class settings please see the Report Security Class help topic.

6. Click Save

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