Introducing OutcomeMD To Your Team

It's easy to get started with OutcomeMD. To ensure a smooth process. be sure to go over the following with your team:

1. Define your why
2. Assign responsibilities
3. Establish process

Define Why You are Using OutcomeMD

We are just as excited as you are about you taking this first step toward tracking and managing Patient-Reported Outcomes (PROs) within your practice! However, your team may not be aware of the importance of this step let alone excited about implementing new software. Be sure to discuss the importance of PROs with your team as well as get them properly trained on the platform.

Thankfully, onboarding is easy with OutcomeMD!

Once you and your team are on the same page, it will be essential to determine how OutcomeMD will integrate into your patient workflow.

A few questions to keep in mind include:

1. What outcomes do you want to track?
   • Does your clinic have a standard set of surveys that you use for all providers or does each provider have their own list?
   • How many questions are realistic for your patients to answer?
2. Do any of your patients require assistance in filling out a survey?
3. Do you want patients to take these assessments at home?
4. Do you want patients to fill this out in the waiting room? If so, did you want them to take these on a tablet?

Assign Responsibilities to Your Team

Once the team knows how OutcomeMD will be used with patients, the next step is to designate the roles within your clinic. One of the primary roles to be designated includes the OMD Champion. Their primary function will be to set up and manage employee registrations, including settings.

Additional tasks that this Champion will need to tackle, depending on the clinic's size and scale, include:

1. Setting up the master follow-up schedules for specific assessments (if different than the default)
2. Setting up the Pins (favorites list of Assessments) for each provider
   1. It is best to have the providers let you know exactly what they are planning to use ahead of time. Alternatively, you can hold a group session with the providers where everyone is logged into their portal and Pins their Assessments all at once.
3. Production of reports for the entire clinic/per provider

Establish the Process

Once roles have been assigned, the next step is to determine the process.

Key actions that need to be defined include:

1. When should the initial surveys be sent?
   1. We suggest having the assessment sent out prior to a visit to ensure that the provider has adequate time to review the scores and questions to streamline the visit.
2. When should the follow-up assessments be scheduled to send?
   1. Our default follow-up schedules are either based on the literature or a default setting. Many elect to use the default follow-up schedule. Be sure to double-check these schedules and the rest is done for you!
3. When should the assessments be checked for completion?
   1. We suggest checking on assessments at least twice a week. You can always head to “Incomplete Follow Ups” within the Dashboard or “Incomplete Follow Ups” within the Team Member View of the Assessments Tab to check who has and has not taken an assessment. From here, the assessments can quickly be resent with 1 click of a button!