*CLINICAL DATA COLLECTION ONLY
A) If you're taking data offline, you must prepare your device for offline mode.
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Step | Description | App Images and Navigation |
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Prior to Offline Data Collection | Prior to collecting data in an appointment offline, downloading the appointments is required1. Log in to the Mobile App with a secure connection2.Tap Collect Data3. Select all clients that you plan on working with |
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2) When you login once more to start your session in an offline area, ONLY the clients you've selected previously during your online prep will be available for data collection.
**Tapping on any client not previously selected will result in an error message indicating the need to work online:
**PLEASE NOTE***
If you're working in an area where the internet connection is not consistent; a fluctuation between online or offline DURING a session will have NO bearing on your ability to record data. When SYNCING data, please be cognizant of whether you're tapping SYNC or FINISH ON or OFF line.
If you sync ONLINE, your data will transfer to the website, and will not save in the app.
If you sync OFFLINE, your data will be SAVED in the app.
To sync saved offline data, you must LOGOUT and log back in when you are once again in an area with ONLINE CONNECTIVITY. Once you have done so, your data will AUTOMATICALLY Sync to the website, and will no longer appear in the app.
B) How to determine that you have saved / pending data that needs to be synced:
1) After preparing your client list and logging in offline, select the programs you wish to record data on:
2) Enter the data:
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REMINDER: IF YOU'RE SYNCING OFFLINE, DATA WILL SAVE IN THE APP AND NOT TRANSFER TO THE WEBSITE UNTIL YOU LOG BACK IN, IN AN AREA WITH ONLINE CONNECTIVITY.
To check that you have saved / pending data to be synced, reselect that SAME client, choose any program selection(s), and press CONTINUE:
4) In the image below, notice that there is a number in the box indicating data saved / pending sync:
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in offline mode.4. Select the orange arrow in the top right corner to go to the next screen. Once the loading spinner is done, those clients can be worked in offline mode from anywhere, including the appointments or collect data. (Programs do not need to be preselected)5.Log out*Offline Mode Tip - When switching to "offline" mode, it's recommended to use airplane mode as that is the easiest way to make sure you don't have an internet connection. |
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At the time of the appointment / Offline Data Collection | When it is time for the appointment:1.Log in to the Mobile App as usual2. Tap on Calendar (The appointments for those clients selected in the previous step will be available for data collection)3. Click on Collect Data4. Collect Data as usual (Select the skills and behaviors you plan to collect data for within the session and collect the data in real time)5. Complete Session Notes and Verify appointments as usual
6. Select SYNC and log out of the Mobile App7. Once you have connection, log back in and your data, session note, and verification will sync to the website.8. Log out. |
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