The Outcomes dashboard provides a real-time view of Clinician (student) progress within a specific Skills program. Admins and Managers can use this view to monitor completions, track overdue items, download transcripts, and notify Clinicians.
To learn about Skills program transcripts, you can read more in this article.
Navigating to the Outcomes Dashboard
Admins and Managers
- From the main navigation, go to My Practice, then select Education Management.
- From the navigation panel, select Skills.
- Locate the relevant Skills program and click to open it.
- Select the Outcomes tab.
This opens a list of all Clinicians assigned to that program, including their due dates, track status, and visual progress indicators.
Note: Managers have read-only access. They can view Clinician data and download transcripts, but cannot assign users or make edits.
Understanding the Outcomes Dashboard
- Progress summary: Visual display of complete, incomplete, and overdue counts
- Track status: User count indicators for completion status, Incomplete (Overdue In Progress or Overdue Not Started) and Complete (Late vs On-Time).
- Assigned Users list: Shows all assigned Clinicians for the program
The most key details here are usually
- Progress: indicator for completion status
- Date assigned
- Due date
- Transcript access: three dot menu with option to download a Skills transcript for each participant
Using the Outcomes Dashboard
From the Outcomes dashboard, Admins and Managers can:
- Download Clinician transcripts for individual users
- View Clinician details, including due dates, status, and progress bars
Admins can also:
- Send reminder emails with the Notify Selected button (customizable sender, subject, and message)
- Unassign Clinicians from the program
- Export data to a CSV file using Download report