There may be times where a user wants to add programs to a client’s program to teach at a later date.
Steps and Description | Details and Images | Good to Know! | |
|---|---|---|---|
| 1 | Go to the PROGRAM LIBRARY within the client’s profile. Select a program to add to the client’s program. |  | |
| 2 | The user will be given two options: CURRENT PLAN and FUTURE PLAN. |  | In the current plan, you can include clinical goals for authorization, parent goals, and IOA data for skills. These goals will pull into a Funder Report if the Skill Acquisition Progress feature is selected within the template. The information will include: Goal name, goal details (mastery criteria, maintenance mastery criteria, objectives), start date, baseline summary, total mastered targets, program mastery date if applicable, and a graph. |
| 3 | If the user chooses CURRENT PLAN, the program selected will be added to the client’s program under the CURRENT tab. |   | The user can now edit/customize the program. |
| 4 | The program is now available under DATA ENTRY and data can be collected. |  | The program added and ALL other programs within the current tab, are available for data collection on both the website and mobile app. |
| 5 | If the user chooses FUTURE PLAN, the program selected will be added to the client’s program under the FUTURE tab. |   | The user can now edit/customize the program if they choose. If a user has not added any programs to the future tab, the future tab will not display. Programs in the future tab will pull into a Funder Report if the Recommended Goals feature is selected within the template. The information will include: Goal name, goal details, mastery criteria, maintenance mastery criteria and objectives. |
| 6 | When a user is ready to teach the selected program, select MOVE PROGRAM, then select MOVE TO CURRENT PLAN. |  | The user has the option to edit/customize a program whether the program is in the current tab or future tab. |
| 7 | The selected program is moved to the CURRENT TAB and will be available for data collection. |  | The skill is available for data collection on both the website and mobile app. |
| 8 | If a user decides to place a program on hold or teach at a later time, they can use the MOVE PROGRAM button, to move a program from the CURRENT tab to the FUTURE tab. |   | All data associated with the program will be saved and available when the program is moved back to the current tab. |