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Assessment Report

Generate an Assessment Report#

Your organization's assessment report template is available for any initial or follow-up assessment session.

  1. Click on an Initial Assessment or Follow-up Assessment session.
  2. Tap and hold on Session Details in the header (right click on desktop).
  3. Select the date range of the patient's past authorization period.
  4. Select Generate Report.

The report will be exported as a Word document on a device with Word installed. For other devices, you will be prompted to save or email the report.

A saved report can be opened in Google Docs.

Demo video: How to Generate a Reassessment Report

Assessment Data#

Data from your learner’s care plan and images of graphs are automated into the report to ensure accuracy and boost efficiency.

Skill Acquisition Data#

Each skill acquisition Domain is printed with your organization's Domain description, followed by 3 tables listing targets in this domain.

  • A target will not be listed on the report if there was no data collected on it within the selected authorization period.
  • For initial assessments, input baseline data in the care plan before generating the report.

Mastered Goals and Objectives: targets updated to Mastered within the selected authorization period

SubdomainGoalTargetDate MasteredIncluded in Group Session
SubdomainGoalTargetDate Mastered

Graphs for each target in the Mastered table are printed after the table.

In Progress Goals and Objectives: targets in Baseline or Active statuses at the end of the selected authorization period

SubdomainGoalTargetBaseline LevelStart DateCurrent LevelMastery CriteriaTarget DateIncluded in Group Session
SubdomainGoalTargetAverage of all baseline data pointsDate of first active data pointAverage of last 5 data pointsMastery CriteriaTargeted Mastery Date

Graphs for each target in the In Progress table are printed after the table.

Future Goals and Objectives: targets in Future or On Hold statuses at the end of the selected authorization period

SubdomainGoalTargetBaseline LevelMastery CriteriaTarget DateIncluded in Group Session
SubdomainGoalTargetAverage of all baseline data pointsMastery CriteriaTargeted Mastery Date

Behavior Reduction Data#

Each problem behavior is printed under its behavior category with a table followed by the behavior intervention plan:

Target BehaviorBaseline LevelStart DateCurrent LevelMastery CriteriaStatus and Comments
BehaviorAverage of all baseline data pointsDate of first active data pointAverage of last 5 data pointsMastery Criteria

Behavior Intervention Plan

Topography: Behavior Topography, as input in the care plan.

Interpretation and Analysis of Function of Behavior: State the function of the behavior and how this was determined.

Proactive Strategies: Antecedent Intervention, as input in the care plan.

Replacement Behaviors: What functionally equivalent replacement behaviors are you teaching the client?

Reactive/De-escalation Strategies: Consequential Intervention, as input in the care plan.

Graphs for each behavior are printed.

See also#