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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.)

Funder Reports are created from treatment plan templates made 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.

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The way in which Funder Reports are written is specific to the way in which the template was built and formatted. This resource will review those fields in more detail as they relate to completing a report

Table of Contents for this resource:

Generating a Funder Report

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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.

• If there are no templates in the drop down, that means your administrators have either not made any templates or have not paired their templates with the funder/payor of this client

• Reach our to your administrators if that is the case, or use this resource if you are the administrator responsible for making templatesCopy of Creating Templates

Select the SERVICE LINE

Select CREATE FUNDER REPORTSee 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.

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Field	Image	Use
Skill Acquisition Progress		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 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		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		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

Using 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, Downloading and

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Editing a Funder Report

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

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