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Outcome measures and functional assessments

The measure library, recording assessments at a visit, the baseline and the goal, requests sent to the patient portal, and the queue of overdue assessments.

Required permissions:
Practitioner
Reviewed: 2026-08-24

An outcome measure turns "he's better" into a number you can compare with last month. Heltio keeps the measures in one place, records assessments from them at visits and ties them to the goals in a treatment plan.

The first assessment with a given measure becomes the baseline. Every later one is compared with it and with the previous assessment.

Open the measure library

How to do it

01

Look through the measure library

The Outcome Measures Library has two tabs: System Measures and Custom Measures.

The system measures are supplied by Heltio — VAS, NPRS, ODI, NDI, DASH, LEFS, PSFS, GROC and TSK among others. They are read-only: you cannot change their scoring, because comparability between practices is their whole value.

The measures are grouped into categories: Pain, Function, Disability, Quality of Life, Joint Specific, Region Specific, Psychological and Custom.

02

Build your own measure

Create Custom Measure asks for a Name, an Abbreviation, a Description, a Category and a Measure Type: Numeric Scale, Questionnaire, Single Value or Composite.

For a numeric scale you give a Minimum, a Maximum, a Step, a Direction, Endpoint Labels and a Unit. For a questionnaire you add questions and a Scoring Method: Sum, Average or Weighted Average.

03

Record an assessment

In the active session choose Outcome Assessment, then Select a measure and Fill Assessment. Once saved you will see the Score, and on later assessments also Change from baseline and Change from previous, described as Improved by or Worsened by.

04

Read the chart

The Outcome Scores chart plots successive measurements over time. The Goal line shows the target value from the plan, and the MCID Band — the area in which a change is too small to mean anything.

Compare Measures overlays several measures, and Normalize scores (0–100%) brings them onto a common axis when one measure runs from 0 to 10 and another from 0 to 100.

05

Ask the patient to fill one in

Request Patient Assessment sends the questionnaire to the patient portal. You can attach a message with instructions; the request expires after seven days.

The assessment history shows who filled it in: Practitioner or Patient.

06

Keep an eye on overdue requests

The Assessments screen collects requests from every treatment plan in three tabs: Overdue, Pending and Completed this week. The Days outstanding column says how long a request has been hanging.

Each row gives you Send reminder, Go to plan and Cancel request.

When something goes wrong

Info

No baseline assessment on record.

What this means: This is the first assessment with this measure for this patient, so there is nothing to compare it with.

What to do: Nothing needs doing — this assessment has just become the baseline. The comparison appears at the second one.
Info

System measures are read-only.

What this means: The measures supplied by Heltio have fixed scoring so that results stay comparable.

What to do: If you need different scoring, build your own measure in the **Custom Measures** tab. Do not give it the same name as a system one.
Warning

Already reminded within the last hour

What this means: Heltio will not send a second reminder about the same assessment more often than once an hour.

What to do: Wait an hour. If the patient has not responded for days, contact them directly instead of piling on reminders.
Info

No assessments recorded for this measure.

What this means: The measure is selected, but nobody has recorded a measurement with it yet.

What to do: Record the first assessment from the visit, or ask the patient for it.
Error

Failed to load assessment requests.

What this means: The list of overdue requests did not finish loading.

What to do: Refresh the page. If the message comes back, check which practice you are working in.
Warning

Are you sure you want to delete this measure? This cannot be undone.

What this means: You are deleting a custom measure.

What to do: First check whether the measure is used in the goals of active plans. A goal pinned to a deleted measure loses its reference point.

Who has access

Practitioner

Assessments are recorded by the roles that document care. The measure library — that is, creating and deleting custom measures — is managed by the Owner and the Administrator from the practice settings.

The patient fills in only the questionnaires they were asked for, and sees only their own results.

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