The Charting and Reporting options in the “Review” section of a patient’s profile contains options for analyzing data. In CR Essentials, the term “Chart” is primarily used, but documentation can use the term “Graph” interchangeably.

Please note, each individual chart or report is accessible through customizable permissions for each company’s “Security Role.” Permissions also allow users to access options within charts and reports, such as viewing, editing, or printing.

The way a report is generated from the “Review” area is similar across all reports with the primary differences being the parameter pop-up windows for those that default to a Word document compared to a PDF.

The image below shows a report that generates only as a PDF on the left, where the parameters are on the left-hand side and the “Run” button is at the bottom of the pop-up. The image on the right shows a report that defaults to Word, the parameters are located at the top with the “Run” button below.

• The reports that generate as Word documents do not include the same icons, since printing and saving are options within Word once the report is downloaded. A report generated as a Word document will download to users’ computers and an icon will appear at the bottom of the browser when complete.
• Reports that generate as PDF documents by default appear in a viewing pop-up, instead of downloading to a computer automatically. For that reason, there are additional icons that can be used as shortcuts to print, download to CR Essentials, or download to save.

The charts in the system have different options based on the score type, with a different section specifically for behaviors. Below are “Chart Options” in a collapsed view.

When running charts, different parameters should be selected. A date range will be required, though one week is defaulted into the parameter pop-up. The “selector” fields are drop-down lists that narrow 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

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, view the options that can be done to interact with it. The chart parameters collapse into the side making the graph easier to view, but it can easily be reopened for chart adjustments. Tabs along the top of the chart allow users to switch to view details or the raw data in the graph. Hovering over an individual data point allows the viewing of raw data and session information about when it was collected.

Users can click and drag to zoom into date ranges. Trends can also be turned off or on again by selecting the trend in the legend.

The “Data” tab allows users to view session data used to produce the graph and also provides an opportunity to export that information to different file options.

• Please note, if a graph does not generate the data as expected, that can be due to:
  • A skill being scored in different ways. Be sure to reference how data was collected in order to be sure which graph will show the data that has been collected.
  • 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 used report is the “Patient Progress” report as it generates multiple graphs into the report to review data from all skills/ behaviors across a data range for a single patient.

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 in the “Review” section, the Goal Plan Summary and Score Sheet Summary are also accessible directly from the Goal Plan/Score Sheet List section.

• Please note, from the “Review” section, users need to select parameters before running the report.

Click here to learn how to access charts and reports, including the Goal Plan Summary report.

Proprietary & Confidential