New Features

Student Therapy Notes and Graph Transitions

Student Therapy Notes can serve multiple purposes. First, they allow your Therapists to create internal notes related to a Student, that are unrelated to a Session. These notes can be shared amongst your clinical staff and are viewable during the data collection process. Second, they also allow you to create events related to the student that can be displayed on the Treatment Goal graphs.


Student Therapy Notes can be created from the new Student Therapy Notes section on the Student record, or directly from the Multi-Lesson Screen. A new section has been added to the Multi-Lesson screen, that if enabled via the Actions/Settings section allows you to view, edit, create and hide these notes:

A second purpose of Student Therapy notes is to display certain events on the Treatment Goal graph. In the screenshot below, you will notice an optional vertical line that depicts when an event took place. In this example, a new medication was started.

Please view the video below for more details on using Student Therapy Note for both items above.

Student Therapy Notes Video

Drop Off/Pick Up Tracking

This feature allows students to be signed in at the time of drop off and signed out at the time of  pick up. The drop off and pick up times are recorded along with the scheduled drop off and pick up times, which will allow your center to report on late and early drop off/pick ups. Two new included reports have been added along with this feature named “Late/Early Drop Off and Pickup Report” and “Census Report”.


Please review the short video below for information on how to use this feature. 

Drop Off/Pick Up Video

Filter Tree

A new feature has been added to the Multi-Lesson screen that will make it easier for you to find and view the data that you wish to collect during a Session. The Filter Tree allows you to expand and collapse items in a Curriculum, Category, Subcategory and even the individual Lesson. An example of when this might be useful is if you only want to concentrate on Greetings during a session. You can collapse all other Subcategories so that only Lessons under the Greeting Subcategory are displayed. Furthermore, there is an option to hide the Lesson Tree.

See the short video below for a demonstration of the Filter Tree.

Filter Tree Video

Clone Treatment Plan

Treatment Plans can be cloned, which includes the ability to copy existing Treatment goals. To clone a Treatment Plan, simply press the Clone button at the top of the Treatment. Then select the Treatment Goals that you wish to bring into the new Treatment Plan. Then press Save.

See the short video below for more details.

Clone Treatment Plan Video

Lesson Instructions

A new rich text section named Lesson Instructions has been added to the Lesson and Treatment Goals section. This provides you with a new method for providing instructions to your front-line therapists in regards to performing each lesson. Since it is a rich text field, you can add links to websites, images and formatted text (bold text, bullet points and more).


You can add Lesson Instructions on the Lesson Plan which will serve as a default and copy over to a students new Treatment Goal. You can then edit or create the Lesson Instructions from the students Treatment Goal. The Lesson Instructions can be accessed from the Multi-Lesson screen by pressing the Lesson Info button.


Please view the video for more information on Lesson Instructions.

Lesson Instructions Video

Numeric Responses on Graph

The Print One Goal option on the Treatment Plan now includes the ability to graph numeric data in addition to Yes/No. This includes 1-10, Scoring % and Numeric Response Types. The Y-Axis will contain the average for each day.

Copy Diagnosis Codes from Student to Treatment Plan

This first diagnosis code in the Student Diagnoses section will now automatically copy into the Diagnosis field on a new Treatment Plan.

Save Graph as Image

A new option has been added to the Treatment Goal graph that will allow you to save an image of the graph to your computer.

Treatment Goals Alphabetized on Print One Goal screen

Treatment Goals are now alphabetized when on the Print One Goal screen for easier accessibility.

Session Print Lesson Borders

The Session Print page now has borders surrounding the Lesson responses for better readability.

New Case Manager Field

A new Case Manager field has been added to the Student related people section. Optionally, this can be printed on the Session.

New Session Print Fields (Middle name/Case Manager)

Middle name and Case Manager are now options to print on the Session Print page.

New Authorization Fields

Appointment count has been added to the Authorization page to show the number of appointments that the Authorization is associated with.

Last Modified Date added to Appointments

Last Modified Date and time are now displayed on the appointment screen for auditing purposes.