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To customize maintenance settings at the individual program level, there are 4 steps in the client program that need to edited.

Maintenance Mastery Criteria (MMC):

• Make sure to set the MMC specific for maintenance programming for each program.

• For new programs added in from the library it will be set at the “company account mastery criteria”.

• For existing programs with data already collected, the MMC will be set to match the intervention/teaching mastery criteria.

• With MMC, staff will receive a data notification on the main client page (orange dot) similar to any target, objective, or goal reaching mastery criteria.

• MMC will be viewable on both the website and the app for staff members.

1. Trigger Maintenance for Mastered Targets

• By default this check box is turned off for existing and turned on for new programs.

• The check box can be checked or unchecked at any point with or without data collected.

2. Maintenance Schedule (MS)

• There is NOT an automatic trigger

  or notification for users if maintenance has or has not been done

  to select maintenance targets based on the schedule selected.

  This is more of a helpful setting so that users can be aware of the schedule and if it has changed or not. The MS will be viewable on both the website and app for staff members

  Targets in maintenance will need to be manually selected on either the website or app during therapy sessions to be made available for data collection 

• After setting up a maintenance schedule on the website, you will see notifications based on the schedule and if data needs to be entered.  

• It is recommended to set up a schedule for when maintenance data should  recorded so that staff know when this should be recorded. For example, every Friday maintenance data collection is completed when on a weekly maintenance schedule.

3. Auto-phase change line option at the program level

• Clinicians have the option to disable or activate the auto-phase change line feature within each individual program.

• Clinicians can uncheck or check this box at anytime.

• The autophase change line is a big time saver for clinicians which is replacing manual phase change line entry.

4. Maintenance Mastery Criteria (MMC)

• For new programs added in from the library it will be set at the “company account mastery criteria”.

• For existing programs with data already collected, the MMC will be set to match the intervention/teaching mastery criteria.

• MMC will be viewable on both the website and the app for staff members.

Mastering a target and moving from intervention to maintenance

• Once a target has been mastered in teaching/intervention, if maintenance is checked off in the client program area, it will automatically move to maintenance data collection.

• Both teaching and maintenance data can also be collected simultaneously.

Maintenance Target List in Data Entry:

• When entering data, maintenance targets will have the label "Maintenance Target"

• Once a target is mastered, a list of both teaching and maintenance targets will appear in the drop down as data collection options.

• Both teaching and maintenance data can also be collected simultaneously.

• All maintenance notifications will be shown in the target drop down menu based on previous maintenance data entered and the current schedule that is set.

• A bell notification will indicate that a specific target is scheduled for maintenance data collection

Entering data and Graphing Maintenance Data 

• Maintenance data collection is entered similarly to teaching/intervention data but graphed on a separate graph titled “Maintenance Data”

• When staff enter both intervention and maintenance data collection, they will have two tabs to view the data, intervention and maintenance. Similar to intervention data, there will be printing options and a data log included.Image Modified

• One exception to this is task analysis, all task analysis maintenance data collection is for all steps of the task analysis. Once all steps of the task analysis are mastered in intervention, all steps move to maintenance and data can be collected on all steps (for a forward, backward, and total task).

Maintenance Targets on Mobile App

Maintenance targets are considered active targets, they will be displayed in the data collection app and allow users to enter both intervention and maintenance data collection concurrently.

Target(s)in Baseline

If a program is still in the baseline, it will show (B)

Target(s) in Teaching/Intervention

If a target is in teaching or intervention it will be shown with a (T) next to the target name.

Target(s)  in  Maintenance

If a target is in maintenance, an (M) will be shown next to the target name.

Target(s) in Teaching and Maintenance

• If a program has targets being collected for both maintenance and teaching, it will show (TM) next to the program name

Maintenance Mastery Criteria

Maintenance Mastery Criteria is viewable on the settings screen below the goal mastery criteria.

Maintenance Schedule

The Maintenance Schedule is viewable on the settings screen below the Maintenance Mastery Criteria

Maintenance Targets

Maintenance Targets are viewable below the teaching targets.  By default all maintenance targets will be selected for data entry.  The can be selected and selected similar to teaching targets. 

Maintenance Notifications

Currently there are NOT notifications related to maintenance data collection on the mobile app.

The maintenance schedule is a helpful for staff members to know what the maintenance schedule is - daily, weekly, monthly, etc. 

After setting up a maintenance schedule on the website, you will see notifications based on the schedule and if data needs to be entered.

With the new maintenance feature, there is a maintenance graph option when running a funder report.

• Each program has the option to have maintenance included or excluded from a funder report.

• If maintenance data has NOT been collected (or previously selected), there will NOT be a maintenance graph in the funder report.

Maintenance Graph Filter Options

Using the filter for intervention and maintenance allows you to customize your graphs when running reports. 

Goal Status

The Goal Status field is editable and allows you to give an update on the goal with mastered targets, and which targets are in maintenance. 

Target Status Chart

The Target Status Chart may display the following for targets with data entered:

• Started

• Mastered

• In Maintenance

• Reintroduced

• Maintained and Closed

Backdating Maintenance Data

*If you are trying to back date maintenance data, you may need to update session notes, you will need to edit that session note within that appointment after the data has been entered on the website.

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