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Funder Reports is a location within a Client’s profile where treatment report writing is completed for the client.
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(E.g. Progress Reports, Initial Authorization reports, Re-Authorization Report, etc.)
Funder Reports are created from treatment plan templates made
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See our resource on building within the Client Report Templates area. Those templates are then paired with the funders/payors of said client with whom reports will be written.
If there are no templates available for you to use to write a Funder Report, either see the templates resource and create a template (if you have th permissions to do so), or contact your administrators to complete said task.
Building Client Report Templates: Copy of Creating Templates
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Generating a Funder Report
When ready to create a Funder Report for the client, you’ll 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
NOTE: The templates available in the drop down menu are ones that have been paired with the Funder that matches this client.
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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. Information provided in this resource may or may not include everything within the template you are using to complete a Funder Report for your client. If you have further questions on how to fill out your company specific Funder Report, please reach out to your leadership/administrative team.
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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 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.
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
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After selecting Preview, other Program information for each program will display alongside the graphs.
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Recommended Skills / Behaviors
If Recommended Skills or Recommended Behaviorsoptions are provided those may pull from programs where no data has been collected. Provide the appropriate Start and End Dates and select Preview.
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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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
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