Clients
18 articles • 52 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.
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.