Clients
14 articles • 38 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.
Skills & Behaviors
3 minTrack skill acquisition and behavior targets with 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.
Working with Graphs
5 minCustomize graphs with date ranges, aggregation, clinical annotations, and display options.
Session History
2 minView past sessions with calendar navigation and at-a-glance tracker data.
ABC Data
2 minLog and view Antecedent-Behavior-Consequence data for functional assessment.
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 weighted averages for ABA behavior data, including frequency, duration, task analysis, and mastery metrics in your exported reports.
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.