Progress Reports

Start & End dates
When starting a new Progress Report, students must select the appropriate Start & End dates for "Summarize Sessions Between." The Progress Report will pull the Long Term Goals, Short Term Goals, Data Fields and charts from all SOAP notes with session dates between the Start & End dates. 

Progress Reports for one semester only

• Select first day of semester as “Start date”
• Select a week or so after the last date of semester as "End date"
• Give a little "wiggle room" for the End date in case a client reschedules a session. In order for the session data to be included in the Progress Report, the date must fall within the Start & End date. 

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Progress Reports for whole duration of treatment

• Leave "Start date" and "End date" blank
• All data for that client will be pulled into the Progress Report

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Gray sections & Refresh Data  
If a client is seen after their Progress Report has already been started, you can click "Refresh Data" to  pull the most recent goals, data fields, and charts.
 
Clicking "Refresh Data" updates ALL gray areas in the Report. Because gray areas designate parts of the Progress Report that are pulled from the Client List, any new text that is typed into gray areas will be LOST when "Refresh Data" is clicked. We suggest typing in the white areas only. 
 
If "Refresh Data" is clicked on accident, click "Backups" to retrieve the most recent version of the report. 
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