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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 Client Report Templates: Copy of Creating Templates within the Client Report Templates area. 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:
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Generating a Funder Report
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.
Select the SERVICE LINE
Select CREATE FUNDER REPORT
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If there are no templates in the drop down
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E.g. If Client has Blue Cross Blue Shield, then all templates that were made in the Client Report Templates Area that were paired with BCBS will be available., 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 REPORT
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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.
This resource will review certain section you may see in a Funder Report and provide further clarification on what it means.
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.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 in Programs and Clinical Data into a Funder Report
There are four fields that can exist within a template that will pull in either programs and/or programs with data that have been added to the client’s profile in Rethink. See the option below to know which fields will pull from which areas of the clients clinical programming sections
Field | Image | Use |
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Skill Acquisition Progress | 
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To see the different filters that can be used when generating visual displays for data within a Funder Report, see Filter Options for Graphs within a Funder Report
After selecting Preview, other Program information for each program will display alongside the graphs.
For Skill Acquisition Programs:
Mastery Criteria for the Program
Maintenance Mastery Criteria
Start Date
Baseline information
Total mastered targets
Visual below is an example Skill Acquisition Program within a Funder Report. The according graph for the program would display underneath.
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For Behavior Support Programs
Goal and each objective (if chosen in program)
Definition
Functions (if added within plan)
Start Date
Baseline information (if collected)
Antecedent / Consequence information if added
Visual below is an example Behavior Support Program within a Funder Report. The according graph for the program would display underneath.
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Recommended Skills / Behaviors
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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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Behavior Reduction Progress | 
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Recommended Skills |  |
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Recommended Behaviors |
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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 Editing a Funder Report
Once all fields of the Report are completed, select SAVE.
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