06 How to Use the Assessment of Progress Dashlet

Assessment of Progress Dashlet

The Assessment of Progress by ISP Goal dashlet allows users to see a graphical view of a client’s progress towards completion of treatment plan goals. Note: this report is designed to show progress for grid-based note templates/keys only.

Navigate to the Assessment of Progress by ISP Goal dashlet.

Helpful Hint: If you do not see this dashlet, ensure that you have access to it by clicking on Configure Dashboard and ensuring that the corresponding checkbox is selected.

Select the client from the drop-down.

Helpful Hint: You have the option of running the report based on an individual caregiver’s data by selecting a particular caregiver from the Caregiver drop-down.

Select the service from the drop-down.

Enter the start and end dates for the range of the report.

Click on the Filter button

Helpful Hint: You have the option of exporting the report in print-friendly table format by clicking on the Export button.