Graphing and Reporting
The Charting and Reporting options within the patient Review section houses the most extensive options within Pathfinder for analyzing data. In the Pathfinder system, the term Chart is primarily used, though documentation may use the term graph interchangeably.
Please note: Each individual chart or report is accessible through permissions that can be customized for each company’s Security Role. Additionally, it is through permissions that a user will be able to access options within those charts and reports, such as being able to view, edit, or print.
The Charting and Reporting options are found under the Patient’s Review section.
- From the patient initial icon, Click “Review.”
When the review section loads, the left side will list charts or reports that are accessible. Reporting options will appear at the top of the list and are indicated with a icons to reflect the way in which a report will generate. Lower in the list are all of the available charting options, grouped by score type. Each chart name will include an icon that represents the kind of chart a user can expect to be generated.
The icon descriptions are as follows:
Indicates a report that will generate in Word by default (new functionality as of 10/27/18)
Indicates a report that will generate as a PDF by default
Indicates a chart that will generate as a line graph
Indicates a chart that will generate as a bar graph
Indicates the few charts that generate as scatter plot graphs
A description of each chart or report type is displayed when hovering the mouse over each chart or report name:
After selecting a chart type, the pop-up includes "Chart Parameters," "Chart Configuration," and "Advanced Chart Configuration" sections. In the "Advanced Chart Configuration" section, users can specify numerical range values for the Y-Axis.
- Please note, the "Y-Axis Min" field has a minimum value of 0 and the "Y-Axis Max" field has a minimum value of 1.
The way in which a report is generated from the Review area is similar across all reports with the primary differences being the parameter windows for those that default to a Word Doc compared to those that generate as a PDF by default.
The reports that generate in Word will have a cleaner, updated look in the parameter window while the reports that still generate as PDFs by default have a similar functionality, but a different look. This is due to the stage of updating that’s been done in the Pathfinder system. The image below shows a report that generates only as a PDF on the left, where the parameters are on the left side and the run button is at the bottom of the window. The image on the right shows a report that defaults to Word when generated and the parameters are at the top of the report with the Run button right below.
The reports that generate as Word documents don’t include the same icons since Printing and Saving are options within Word once the report is downloaded.
The reports that generate as PDF documents by default will appear in a viewing window as opposed to downloading to the computer automatically. For that reason, there are additional icons that can be used as shortcuts to print, download to the Pathfinder system, or download to save.
A report generated as a Word document will download to your computer, wherever it has been directed to download and typically an icon will appear at the bottom of the browser when its finished downloading.
The charts in the system have different options based on the score type with a different section specifically for behaviors. Below are the Chart options, in a collapsed view, found in the Pathfinder system.
When running charts, there are different parameters to be selected. A date range will be required, though 1 week is defaulted into the parameter window. The selector fields are drop down lists that will narrow your skill or behavior searches to skills/behaviors scored during the date range. Only use the category field if score sheets have been assigned to categories.
Chart configuration options include the X-axis options in a drop down list. The option for showing setting events, mastery events and details (which includes expanded information about setting events, mastery events, and full legend information) can be selected. Advanced Chart configurations are not shown by default as most users do not adjust those options, but expanding that section allows additional options such as Legend position, Color Theme and Line style.
Once the chart generates, take a look at the options that can be done to interact with it. Notice that the chart parameters collapses into the side making the graph easier to view, but it can easily be reopened to make chart adjustments. Tabs along the top of the chart allow a user to switch to view details or the raw data in the graph. Hovering over an individual data point will allow the viewing of raw data as well as session information about when it was collected.
There is also now the ability to click and drag to zoom into date ranges! Additionally, trends can easily be turned off or on again by selecting the trend in the legend.
The Data tab allows a user to view the session data used to produce the graph and also provides an opportunity to export that information to different file options.
Note: If a graph does not generate the data that as expected, here are a few common reasons why the graph has generated differently than expected:
- a skill can be scored in different ways, be sure to reference how data was collected in order to be sure which graph will show the data that’s been collected.
- keep in mind that score sheet samples that did not meet the minimum trial requirements will not appear on graphs.
- unlocked data samples will not appear on graphs until locked.
- Sessions collected over multiple days before locking will group together in a single data point graphing on the day the final data point was taken.
The most commonly used report is the Patient Progress report as it generates multiple graphs into the report to review data from all skills and or behaviors across a data range for a single patient. Since this is a commonly used report, we have dedicated a section in the manual to that report that is found outside of this section.
Other commonly used reports include the Summary reports for Goal Plans, Score Sheets and a Score Sheet Session. These are a summary of all information collected on the selected goal plan, score sheet, or an individual session within a score sheet. These summaries will include all session notes, score notes, raw data, and session information. While all options are available here in the Review section of the Pathfinder system, the Goal Plan Summary and Score Sheet Summary are also accessible directly from the Goal Plan/Score Sheet List Page. The biggest difference is that, from the review section, a user will need to select parameters before running the report.
In order to generate a Goal Plan Summary from the Review section:
1. Under the Goal Plan Report groupings, SELECT Goal Plan Summary
2. Select the name of the Goal Plan from the drop down list. These will appear with the newest created Goal Plans at the top. Only if your company has been diligently using and assigning score sheets to Categories, will you need to select the Score Sheet Category option.
3. Click the Run button to run the report as its default, a Word document OR, click the down arrow to select the option to run as a PDF.
4. A HIPAA Warning will appear reminding users that Pathfinder is not responsible for HIPAA compliance of extracted data. CLICK Yes to continue.
5. Though each computer can have different settings, most files generated will go into a Downloads folder on a computer and shortcut will appear along the bottom of the browser.
These same steps can be taken to generate the Score Sheet Summary or the Score Sheet Summary by Session, though each has slightly different parameters. The same group of reports also includes the Score Sheet, which is simply a paper version of a Score Sheet that is printed to have data collected on it in the event that real-time data collection is not available. Printing a score sheet is commonly used for post facto data entry purposes.
A different way, and possibly easier, way to generate the Goal Plan Summary, Score Sheet Summary or the Score Sheet is directly from the Goal Plan List Page.
1. From the patient Initial Icon, CLICK Goal Plans
2. CLICK on the row of a Goal Plan or a Score Sheet that needs printed to highlight the row. Note: Clicking the name of a Goal Plan or Score Sheet will open the object and there is no option to print when it is open.
3. CLICK the down arrow of the Print Icon to expose printing options and select the correct one. Note: From a Score Sheet, there will be an option to print the Score Sheet Summary or just the paper score sheet (for post facto data collection). When selecting a Goal Plan, only the option to print a Goal Plan Summary will appear. There is no option from the Goal Plan list section to print the Score Sheet Summary by Session.
Note: When printing from this page, the reports will generate as Word documents. A confirmation will appear when it’s downloaded and ready for viewing.
Summary Report Example:
Section 1: This includes the information about the patient. A name will not generate for HIPAA purposes, but can be added since the report generates into a Word doc. A case number will generate if one has been saved to the Patient record.
Section 2: This includes all sessions ran on the score sheet. If it’s a Goal Plan Summary, it will include all sessions collected on any score sheet created from that Goal Plan. Look for the session date, start and end time (in Scout it’s calculated by the first and last data point collected), the data collector, collection method, number of minutes in the session (this is recorded on the lock screen in both Scout and Post Facto and is not a system-generated number), the Score Sheet name and the number of samples collected. This is also where you will find any session or session summary notes that were included.
Section 3: The Score Sheet Options are generally the details of the goal plan or score sheet that provides information about how many skills/domains and how many scores are collected.
Section 4: This houses the bulk of information in this report. The grey shaded header shows the domain name, the skill name and an icon to indicate the score type collected. Below it will include the target (and any presentation, SD, or details that may have been defined), the observation date, observer name, score, raw data details and any score level notes that may have been collected.
This section is grouped by domain/skill first with Task Analysis skills, Behaviors and ABCs generating at the bottom of the report in their own groups.
CM2: Generating a Progress Report
Proprietary & Confidential