Creating Funder Reports

Owned by Carolyn Garlick
Last updated: Oct 19, 2023 by Scott LaPorta
4 min read

Funder Reports is a location within a Client’s profile where treatment report writing is completed for the client.

E.g. Progress Reports, Initial Authorization reports, Re-Authorization Report, etc.

Funder Reports are created from templates that are made within the Client Report Templates section. The templates area is a specific permission and is often provided to leadership team members only. You cannot write a report within the Funder Report area without having a template to use.

NOTE: Templates need to be paired with the same funder of whom you are writing the report for if needed to use that template for the client. templates are assigned to funders in the Client Report Templates area.

See our resource on building Client Report Templates if needed

 

When ready to create a Funder Report, you’ll select ADD FUNDER REPORT

Select from the TEMPLATE provided within the drop down menu.

Select the SERVICE LINE

Select CREATE FUNDER REPORT

NOTE: The templates available in the drop down menu are ones that have been paired with the Funder that matches this client.

 

Fill in and complete the Funder Report for the Client

  • What you have available to fill in/complete is dependent on how the template was built

  • Review all client information that was automatically populated

  • Complete all areas that are required

  • Use filters to display appropriate visual displays for data

Skill Acquisition Progress /Behavior Support Progress

If Skill Acquisition Progress and/or Behavior Reduction Progress options are present within the template, 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 based on graphing filters chosen.

Graphing Filters available for display:

  • Start and end dates

  • Target display

  • Graph type

  • Filter View by trial set, day, week, or month and average vs total

Changes can be made to graph display even after selecting PREVIEW

 

To see the different filters that can be used when generating visual displays for data within a Funder Report, see

Program information that displays from the options above are as follows:

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.

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.

 

If Recommended Skills or Recommended Behaviors options are provided those may pull from programs where no data has been collected. Provide the appropriate Start and End Dates and select Preview.

  • Recommended Skills will list programs that are currently in the FUTURE TAB of a clients profile

  • Recommended Behaviors will pull behavior programs with Step 1 filled out and with no data collected

Custom Graph

If Custom Graph option is added to a report, outside files can be uploaded to include into the report

Custom Table

If Custom Table was used within the template, see for additional information of how this feature can be used within your Funder Report

 

Once all fields of the Report are completed, select SAVE.

  • You can always edit the Report further if needed.

  • If fields with asterisks are not filled out, draft versions will not save

Note: the report automatically saves every few minutes, so the Save As option only populates if a version has been automatically saved or previously manually saved

Once SAVED, a report can be:

  • Further Edited (EDIT FUNDER REPORT)

  • DOWNLOADED (into a word document or a PDF)

  • SAVED TO FILING CABINET

NOTE: If a report is saved to a word document, FURTHER EDITS can be completed outside of the Rethink platform

  • Examples: Adding outside assessment information to the report, editing fonts, adding in additional visuals or graphs, etc.

 

Additional actions may be completed from the Funder Report landing page (depending on permissions). This is done via the lightning bolt next to a listed report.

  • RENAME a report

  • DELETE a report

  • DUPLICATE a report