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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

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. 

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The bell notification indicates that the specific target is scheduled for maintenance data collection.

• Daily - every day, if staff have not recorded data today, the maintenance notification for target(s) will be shown.

  • The maintenance notification will be shown on the next calendar day if staff have not recorded data.    Ex.  If a target has been mastered and moved to maintenance on 2/2, the daily maintenance notification will be shown on 2/3 (not on 2/2). 

• Weekly - every 7 days, if staff have not recorded data within the last 7 days, the maintenance notification for target(s) will be shown.

• BiWeekly - every 14 days, if staff have not recorded data within the last 14 days, the maintenance notification for target(s) will be shown.

• Monthly - every 30 days, if staff have not recorded data within the last 30 days, the maintenance notification for target(s) will be shown.

• Quarterly - every 90 days, if staff have not recorded data within the last 90 days, the maintenance notification for target(s) will be shown.

Data Entry:

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.

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