Clients

View all clients, filter by status, and access individual dashboards.

View at-a-glance progress with top weekly changes and upcoming appointments.

Review programs and standalone targets with goal-aware trend colors and progress graphs.

Configure multi-step skills with prompt tracking, chaining methods, and mastery criteria for ABA skill acquisition.

Select the right data collection method when adding behaviors and skills.

Set mastery criteria and Short-Term Objectives to track when skills are truly mastered.

Use 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.

Customize graphs with date ranges, aggregation, clinical annotations, and display options.

Find time-of-day patterns across behavior-reduction trackers and include scatterplots in reports.

View past sessions with calendar navigation and at-a-glance tracker data.

Record paper observations and backfill missed data without starting a session, using two purpose-built surfaces.

Log and view Antecedent-Behavior-Consequence data to support functional assessment hypotheses.

Export client data to Excel or CSV for external analysis-available on all plans.

Create professional PDF reports with graphs, statistics, and customizable formatting.

Read heat maps and prompt distribution charts for task analysis trackers.

Learn how TallyFlex calculates report statistics for frequency, duration, latency, percent correct, interval recording, and task analysis data.

Control which team members can view and edit specific client data.

Remove clients from active tracking while preserving or removing data.

Copy targets and programs to other clients in seconds. No manual re-entry needed.