Client Progress Reports

Generating a Client Progress Report

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

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  • Select the [Reports] tab on the far right.
  • To create a new report, select [Add New Progress Report].

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  • Here, you can choose to select a templated report or create a report from scratch. 

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  • Select a report, then edit the title, description and report period as desired and click [SAVE].

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  • 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].

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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