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Funder Reports is a location within a Client’s profile where treatment report writing is completed for the client. (E.g. Progress Reports, Initial Authorization reports, Re-Authorization Report, etc.)

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When ready to create a Funder Report for the client, you’ll navigate to the client’s profile and select Funder Reports

Select ADD FUNDER REPORT

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Select from the TEMPLATES provided within the drop down menu.

Select the SERVICE LINE

Select CREATE FUNDER REPORT

See notes above if there are no templates to choose from

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Complete the Funder Report by filling out the sections within the template

NOTE: The sections displayed within the Funder Report were based on how your administrative team created the template. There will be several fields that pull in data regarding the staff, client and organization automatically, that is per the template, but there will be other fields that require further completion/anecdotal information.

Please see further areas of this resource to review certain features of the report in more detail.

Pulling in Programs and Clinical Data into a Funder Report

Skill Acquisition Progress /Behavior Support Progress

If Skill Acquisition Progress and/or Behavior Reduction Progress options are present within the template (see image below), this refers to reporting on client data and programming. This is where information from the client’s programs will display and data from the client’s programs will be pulled into a visual display.

Complete the filter options provided and select PREVIEW. This will then list all of the current programs within the client’s profile based on chosen filters. Graphs will populate below the program information.There are four fields that can exist within a template that will pull in either programs and/or programs with data that have been added to the client’s profile in Rethink. See the option below to know which fields will pull from which areas of the clients clinical programming sections

Field	Image	Use
Skill Acquisition Progress	Image Added Image Added	All skills acquisitions programs located within the Current Tab of the Client Program section will pull in here After typing in the dates and completing the filter options, select Preview and all programs will pull in Graphing Filters available for display: Start and end dates Target display Graph type Filter View by trial set, day, week, or month and average vs total Filter Options for Graphs within a Funder Report Individual filter to each graph display can be made even after selecting

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To see the different filters that can be used when generating visual displays for data within a Funder Report, see Filter Options for Graphs within a Funder Report

After selecting Preview, other Program information for each program will display alongside the graphs.

For Skill Acquisition Programs:

• Mastery Criteria for the Program

• Maintenance Mastery Criteria

• Start Date

• Baseline information

• Total mastered targets

Visual below is an example Skill Acquisition Program within a Funder Report. The according graph for the program would display underneath.

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For Behavior Support Programs

• Goal and each objective (if chosen in program)

• Definition

• Functions (if added within plan)

• Start Date

• Baseline information (if collected)

• Antecedent / Consequence information if added

Visual below is an example Behavior Support Program within a Funder Report. The according graph for the program would display underneath.

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Recommended Skills / Behaviors

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• Recommended Skills will list programs that are currently in the FUTURE TAB of a clients profile (you learn about the function of a future tab in Client Program Resources)

• Recommended Behaviors will pull behavior programs with Step 1 filled out with no data collected

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preview This field is only placed in a template once. Any skill program that pulls in that is not preferred to have on the completed report can have “don't include on report” selected
Behavior Reduction Progress	Image Added Image Added	All behavior plans with data collected will pull in with this field All details that were placed within the behavior plan within Behavior Support will also display Graphing Filters available for display: Start and end dates Target display Graph type Filter View by trial set, day, week, or month and average vs total Filter Options for Graphs within a Funder Report This field is only placed in a template once, any behavior plan that pulls in that is not preferred to have on the completed report can have “don't include on report” selected
Recommended Skills	Image Added	If completed, this field will pull from the Future Tab of the Client Program section. These goals typically do not have data collected as they are recommended for further intervention
Recommended Behaviors		This field pulls from behavior plans in the Behavior Support section that have Step 1 completed, but do not have any data collected

Custom Graph and Custom Table Fields

Custom Graph

If Custom Graph option is added to a report template, outside files can be uploaded to include into the report

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Custom Table

If Custom Table was used within the template, see How to Use the Custom Table Feature for additional information of how this feature can be used within your Funder Report

Saving and Downloading a Funder Report

Once all fields of the Report are completed, select SAVE.

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