The Outcomes Module allows you to measure changes over time. You can enable Outcomes reporting on any 1:Many table.
How to Enable Outcomes Reporting
Make sure that the Outcomes Module is enabled. If it is enabled you will see the Outcomes link in your Settings page in the main Tools section. To enable the Outcomes Module, go to Settings > Misc Advanced System Settings and click on "Outcomes - Module Enabled".
How to Build an Assessment
1. Create a 1:Many table.
This will be the basis for the Assessment that will be presented to clients. This table will house the fields and/or questions asked of the client or the person completing the assessment. Typically, these tables will be under the Main Entity or the Case. Review 1:Many Tables and other Customization options. You will add fields for each question needing to be answered. There are two (2) requirements for Outcomes to work.
A. The main requirement to Outcomes Reporting is having a List field that links to the special Outcomes Interval List on the 1:Many table.
You can add this field just like a regular Drop Down List or Radio-Button List field through the Form Customizer; the key is that you have to select the "Outcomes Interval List" as the List for the field
. You cannot have more than one field on a table that is referencing the "Outcomes Interval List". You cannot use any other field types except Drop-Down List and Radio-Button List.
The Default Intervals are "Entry" and "Exit", but you can have any combination of Intervals, such as "Entry" to "30 Days", or "30 Days to 90 Days". If you enter two records, with the same Interval, then the latest one will overwrite the first one. You may also edit the default "Entry" and "Exit" values. Once you begin using Outcomes, you will need to be mindful prior to changing these list items, as they may be used for another Assessment. B. The second requirement is enabling the outcomes on the lists that are used for the answers to each field (question).
- 1. Open the List.
- Click Advanced Options.
- Click on Outcomes Field Enable.
- Now you will see a new column added to the list for Outcome Number.
- Enter the Outcome Number field for each of the list items.
The Minimum Outcome Number must be zero, as the baseline. The Maximum Number can be any number, but we recommend scales of 0-10.
Build the form where users will complete the assessment.
Add Assessment records.
SAM will calculate all of the Outcomes Reporting fields when multiple assessment records are created, each specifying the interval. SAM will only calculate the Interval Points - [Interval] and Interval % - [Interval] when a single record is entered for a Main Entity (Client). In this case, the other Outcomes Reporting fields will be blank for this Main Entity. If you enter two records with the same Interval, then the latest record will overwrite the first one.
View Outcomes Reports
Outcomes are viewable through Reports, where you can see the following calculations referred to as the Outcomes Reporting Fields.
Outcomes Reporting Fields These are the fields that are shown on the Outcomes report, which are the results of the data for the outcomes being measured. These are the default field titles shown for each interval, which can be changed through the Form Customizer, so your field titles may differ depending on your customization. Changes to the field titles will be consistent for every Outcomes report for these fields.
Interval Points - [Interval]
The "Outcomes Number" field from the List Attribute.
Interval % - [Interval]
The Percent calculated from the [Record's Outcome Number] / [Max Outcomes Number from List] * 100
For Each Interval Start/End:
Outcome Points Change [Interval Start] to [Interval End]
The difference in "Interval Points" ("Outcomes Number") between the start and end intervals.
Outcomes % Change [Interval Start] to [Interval End]
The Percentage Difference (Not Percentage Points), between the start and end intervals. Caclulated from ("Interval % - [Interval End]" / "Interval % - [Interval Start]" * 100) - 100
Outcome % Points Change [Interval Start] to [Interval End]
The Percentage Points difference between the start and end intervals. Calculated from "Interval % - [Interval End]" - "Interval % - [Interval Start]"