Once a treatment plan template has been created, you can follow these steps to generate and customize a progress report for any of your clients with a few simple clicks.
📹 Watch: Generating a Client Progress Report
Steps to Generate a Client Progress Report
- Select the Client's name from the [Clients] drop down list.
- Select [Progress] from the navigation menu
- Select the [Reports] tab on the far right.
- To create a new report, select [Add New Progress Report].
- Here, you can choose to select a templated report or create a report from scratch.
- Select a report, then edit the title, description and report period as desired and click [SAVE].
- If you've selected a template, those components should auto-populate on your report. To edit any component, simply click on that section or select the three vertical dots in the top right corner and select [Edit Report Elements].
NOTE: Filters for target level graphs and target data tables cannot be edited at the client level, they can only be edited on the parent template.
- To ensure quick loading time, the graphs in your plan default to hidden in edit mode, but you can see them by selecting [Show this graph] or [Show all graphs].
- Click on any section to open the text editor and add additional information into the report
Note: Remember to save your report often. Navigating away from the report with unsaved changes will result in any updates being deleted
- To export your report, select the
"Export" icon on the top of your report. This will produce a pdf document that you can submit to funding sources or save in your files for documentation.
-Updated July 2025