Outcomes can be accessed from a Service User's profile. 

In Outcomes, you'll be able to see:

  • Ongoing Outcomes

  • Completed Outcomes

  • Incompleted Outcomes

How to Add a New Outcome

  1. Go to a Service User's profile

  2. Click on Outcomes

  3. Click the orange Add button in the top, right-hand corner of your screen

  4. Fill in the Outcome form

5. Add Milestones (optional)

6. Assign staff members responsible for helping the Service User achieve this Outcome

7. Assign those responsible for reviewing it (only those selected will be able to review the Outcome later)

7. Scroll to the top and click Save

How to Review an Outcome

  1. Go to a Service User's profile

  2. Click on Outcomes

  3. Click on the Outcome you wish to review

  4. Hit the Review button on the right-hand side

5. Add review notes in the text box provided

6. Decide on the next action:

  • If you want to keep this Outcome going and review again, hit Save

  • If you want to complete it, click the Mark as completed box

  • If you want it to stop, click the Mark as incomplete box (you will be required to provide a reason)

  1. Make sure the Outcome is already created + saved

  2. Go to a Service User's Profile

  3. Click on Care Planning

  4. Click into the desired category and Ongoing support need (or add it, if creating a new one)

  5. Click on the orange settings cog (if linking to an already existing support need)

  6. Hit Edit

  7. Scroll down to the Related Outcomes section of the form

  8. From the drop-down menu, select which Outcome you want to link in

How to View a Past Outcome Review

Looking for a specific Outcome review? We've got you covered.

  1. Go to a Service User's profile

  2. Click on Outcomes

  3. Click on the Outcome you want to view the history for

  4. Scroll to the bottom and click on the orange View History text

  5. Select which Review date you want to see from the drop-down menu

How to set an Outcome Review Reminder in Tasks

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