Updates to Report Template
in progress
Shara Deepankar
Merged in a post:
Target Tables in Reports - More Functionality/Editability
S
Stephanie Dewante, M.A., BCBA
Looking for the ability to set date range filters for mastery dates, introduction dates for target tables within an individual client's report. The ability to edit these target tables more easily would be very beneficial to providing accurate information within reporting when a graph is not being used
Shara Deepankar
Merged in a post:
Checkboxes in treatment plan
J
Jolene Germain
This post was marked as
in progress
Shara Deepankar
Merged in a post:
Improve admin workflow for reports
K
Kate Mancini
To make reporting even easier, it would be great if:
*Staff profiles included a field for credentials (e.g. title, degree, and/or certification number) so that they could be pulled into reports automatically
*There were a simple and clear “widget” (dynamic field?) to indicate that a parent/guardian signature is needed on a form
Shara Deepankar
Merged in a post:
Initial Treatment Plan Execution
C
Christopher Stapleton
We are trying to get approval for kiddos to bring into Hi Rasmus from our insurance companies we have credentialed with; but not having a secure way to similar to Google Docs, type up a report and collaborate together and sign the report doesn't seem to be available on Hi Rasmus.
Unless one uses a template and copy/pastes in content from a text editor and generates a custom template without any way to show any assessment data also seems illogical. When making tutorials, you need to think about the starting point, not an ending point of where you are and have us catch up to where you are. It's really frustrating not being able to see how Hi Rasmus created the ending points that are commonly in the Knowledge Base videos. Start fresh without any content like we are. Step 1. What do we do? ... Step 2; etc.
What would be helpful is having a text editor in Hi Rasmus aside from the template organizer, that inline tags, dynamic fields, signatures, etc could be viewed as an actual document and actually see how the content is being pulled in while we write our first initial ABA assessments and treatment plans (from the templates we make) for new kiddos trying to get approval from insurance companies to—then be able to use all the cool features once their hours are approved.
M
Mariah Avery
Yes - We also add intensity ratings to our behavior reduction targets - however with current functionality we can not add a custom column.
Shara Deepankar
Merged in a post:
Copy Assessment
S
Samantha Delgado
Copy client initial assessment to make re-assessments easier.
Shara Deepankar
Merged in a post:
Treatment Plan - Dynamic Field for Instructions
C
Courtney Tarbox, MS, BCBA
Shara Deepankar
Merged in a post:
Pull workflow details into reports
N
Nardeen Massoud
Shara Deepankar
Merged in a post:
Dynamic Fields Tab
K
Kevin Sanchez
In the dynamic fields section of the report writing template, when adding mastery date it will only show when the goal was closed entirely but cannot adjust the date it was actually "closed"
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