Outcomes can be created and updated in Client Manager. The CM Mobile application can also be used to add progression notes to existing outcomes.
Add an outcome in Client Manager
Log in to Client Manager: Access Group UK | Login Page.
Click the client to open their profile, then click the Outcomes tab.
Click Add Outcome.
Enter the title, description, and dates required, then click Save Outcome.
The outcome will now appear under the Outcomes tab. From here you can click Edit Outcome to update the outcome details or add an end date, or click Add Progression Note to add a note to the outcome.
Add an outcome progression note via CM Mobile
Tap the visit to view the visit details.
Tap the Journal tile at the top of the screen.
Tap + Add a new entry.
Tap Please pick an entry type and select Outcome Progression Note.
Tap Please pick outcome and select the outcome to add a note to.
Enter the information in the Add Note section, then tap Save Progression Note.
The progression note will now be visible in the journal section of Client Manager and CM Mobile.
