How to Send Outcome Measures to Clients

1. To send and view outcome measures, head to the Client Manager or the "Clients" tab at the top.

2. Select the client that you wish to send an Outcome to.

3. Navigate to the Outcomes tab on the right side of your SimpleSet screen.

3. If this is your first time sending an Outcome to this client, you will be told that it is going to assign a new Outcome. You will also receive this for each new Outcome you create for this client

3. Choose the Outcome measure that you wish to send to your Client.

4. Once you choose the standardized Outcome Measure for your client, you will be given the options to send it now, at scheduled intervals or if you want to fill out the questionnaire now. If you know you will be asking your client to fill in the outcome measure frequently, the intervals function can handle this for you, so you don't have to remember.  

5.  Click the Send On button and choose the interval you want the Outcome Measure to be sent.

6.  After you set your interval, you can choose the end date for this Outcome Measure.  Once your dates are set, click "Schedule Sends" and you're set! 

7.  If you need to go back and adjust the dates for some reason, you can do this by clicking the Outcome on the Client record and choosing a new date in the "Schedule Sends" calendar

8. You also have the ability to fill out the questionnaire while you have the Client in your clinic or on the phone. To do this you choose the "Manually fill questionnaire now" option. The questionnaire will come up and you can fill it in and click "Submit".