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Therapy Tracking Reporting
Therapy Tracking Reporting
Andrew avatar
Written by Andrew
Updated over a week ago

For therapy tracking reporting:

  1. Navigate to Reports on the bottom toolbar

  2. Click the drop-down on the top right and select Therapy Tracking Session

4. Once you have selected the Therapy Tracking Session drop-down, toggle between "Therapy Type," "Sessions Observed by Me," or "Created by me/observed by others"

  • Therapy Types: Counseling, Speech, Physical, O&M, Occupational, and TVI. (These would be pre-selected and correlate to when you created your tracking session).

  • Tracking Session = Report

  • "Sessions Observed by Me" or "Created by me/observed by others"

    • Use this if you create a tracking session and assign it to another person, such as a para-professional or class assistant.

At a glance you can now view a report of your sessions:

  1. Session Note: The note that describes the overall session is placed in this column.

2. Summary Notes: If you click the arrow next to student name, more information will appear. Outcome #, Description, Priority, and Notes.

To edit and modify:

  1. Select the pencil in each row to edit the Reports columns: Service Date, Therapy Start, Billable Hours, Student, Therapy Type, Service Type, Location, Visit Form.

To export the report:

  1. Select the Export icon.

  2. Choose a date range (Eg., Jan 1, 2020 - May 20, 2020)

  3. Select Export CSV

Please note:

  • For exporting it is best to use a computer*

    • When using a computer, this file should be located in the downloads folder.

  • If you are an iPad, the information will appear, but you cannot manipulate or save other than a screenshot.

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