Step by Step Guide


You can administer the ORS survey in two ways:

Do a quick survey which automatically creates a session. To administer an ORS this way, select the case and then click on the button ‘Quick survey’

An Alternative is to Create a session in the Session and Feedback Screen and then add a survey to it. 

To get to the Session and Feedback Screen click on the ‘View Surveys’ button.

Click on the Survey icon and you will be given the option of adding an ORS score or SRS score to the client’s session. Select ORS Add.

Both ways take you to the  ORS survey

If there is only one client they will be highlighted. For couple, family or group sessions with more than one client click the down arrow to the right to select additional clients to complete the ORS. All the clients linked to the case will appear here. If you have assigned collateral raters to this case you will also see them listed. Select the client or collateral rater you wish to complete the ORS and click Take Survey to take you to the ORS screen.

You also have the option to change the Survey language to different languages, for example if you are seeing a Client who is a refugee.

Capturing Client Feedback

Hand the tablet (or laptop) to the client ask them to read the text displayed and press continue to enter their ORS scores.

The ORS scale will then appear and the client can then select their score for each subscale of the ORS by moving the scoring line to a point on the scale using their finger or a mouse. If the client is a young person or child you also have the option of selecting the CORS.

If you are doing a telephone or online consultation the client can verbally give a score for each subscale of the ORS. You then select the manual entry option to enter the scores directly. When the client has completed the scores for the ORS they select continue to view the score on the graph.

When you have reviewed the score with the client if they wish to retake the score they can select Retake and complete the scores on the ORS again. If they are satisfied that it is correct they can select Next to return to the ‘Select Rater’ screen if there are additional clients in the case.

The process is repeated until all the clients for that case have completed the ORS. If there are any clients in a case who are absent then select Skip to go to the next available client.

When the ORS scores are completed the system returns to the ‘Sessions and Feedback’ screen and the session details and ORS score are displayed for that client. If there are additional clients in the case their session details and scores can be viewed by selecting the tab with their name

Add Session Notes

To add any notes on the session or session scores click the + Notes button to add a note to the session highlighted.

At any time you can quickly review Session notes by hovering over the viewer icon which looks like an eye.