How to Complete an Evaluation Report

Go to the Client’s profile. Select the FUNDER REPORT tab. Select ADD Funder report.

Select the appropriate Evaluation Template using the drop down. Select the appropriate Service line.

Name the Report within the first text field. Fill out any needed information within text boxes (i.e., Developmental History, Interpretation of Tests, etc.)

Once at “Recommended Goals”, scroll to the bottom of the report and select “Cancel”. Select “Save as a DRAFT”.

Go to “Program Library”. Add needed goals from the Rethink Program Library or the Custom Program Library to the FUTURE plan.

Go to CLIENT PROGRAM. Select the FUTURE tab. Edit each goal within the FUTURE tab (i.e. goal name, goal details, mastery criteria, add any needed targets, etc.).

Go back to FUNDER REPORTS. Select the EVALUATION report you were previously working on. Select “EDIT FUNDER REPORT”

Scroll back to “RECOMMENDED GOALS”. Select the date at which you added GOALS to the FUTURE plan for start date. Select the CURRENT date for end date.

Select PREVIEW. Use the check box to include or exclude a goal from the report. Enter GOAL STATUS (i.e., not started, Goal in progress, Goal met, etc.). Add any needed notes in the notes box

Ensure all fields are completed within the report. Select “SAVE”. Select “SAVE TO FILE CABINET”

Once your Evaluation is completed and saved to the FILE CABINET, the programs that were added to FUTURE must be moved to the CURRENT tab within CLIENT PROGRAM to start data collection and for these GOALS to pull into the Progress Note with the goal details, plus data.