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
Progress Reports for whole duration of treatment
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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