Outcomes and Assessments System Training

Initially accessing the system

Once you are in the system:

Search for a member for the first time

Step 1 (required): Adding a Member to a Caseload with the assessment: member Access with No Historical Data (MND) step-by-step guide (PDF)

Step 2 (optional): Consent Process step-by-step guide (PDF)
*Applicable if needing access to historical member data or sharing member information (i.e. CANS assessment) with other providers

Update a user's role in the system:

Working in the system day to day:

Training sessions