Clients
19 articles • 57 min total
Client Management
Tools for tracking individual client progress, analyzing data, and managing your caseload.
Your Caseload
2 minView all clients, filter by status, and access individual dashboards.
Client Overview
3 minView at-a-glance progress with top weekly changes and upcoming appointments.
Programs, Skills & Behaviors
3 minReview programs and standalone targets with goal-aware trend colors and progress graphs.
Task Analysis Setup
3 minConfigure multi-step skills with prompt tracking, chaining methods, and mastery criteria for ABA skill acquisition.
Recording Methods
3 minSelect the right data collection method when adding behaviors and skills.
Mastery Criteria & STOs
4 minSet mastery criteria and Short-Term Objectives to track when skills are truly mastered.
Observation Settings
5 minUse settings such as home, school, telehealth, or custom locations to show the service setting for each session, choose available behaviors and skills, and filter graphs and reports.
Working with Graphs
5 minCustomize graphs with date ranges, aggregation, clinical annotations, and display options.
Scatterplot Analysis
3 minFind time-of-day patterns across behavior-reduction trackers and include scatterplots in reports.
Session History
2 minView past sessions with calendar navigation and at-a-glance tracker data.
Manual Data Entry
4 minRecord paper observations and backfill missed data without starting a session, using two purpose-built surfaces.
ABC Data
2 minLog and view Antecedent-Behavior-Consequence data to support functional assessment hypotheses.
Basic Export
2 minExport client data to Excel or CSV for external analysis-available on all plans.
Generate Report
2 minCreate professional PDF reports with graphs, statistics, and customizable formatting.
Task Analysis Reports
2 minRead heat maps and prompt distribution charts for task analysis trackers.
Report Statistics
3 minLearn how TallyFlex calculates report statistics for frequency, duration, latency, percent correct, interval recording, and task analysis data.
Managing Client Access
4 minControl which team members can view and edit specific client data.
Archive or Delete a Client
2 minRemove clients from active tracking while preserving or removing data.
Cross-Client Copy
3 minCopy targets and programs to other clients in seconds. No manual re-entry needed.