Clients
21 articles • 61 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 minAdd behaviors and skills, then review targets with filters, 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.
Objectives & Mastery Criteria
4 minSet measurable objectives, review progress against your criteria, and choose what to work on next.
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
2 minCustomize graphs with date ranges, aggregation, annotations, and display options.
Scatterplot Analysis
3 minFind time-of-day patterns across behavior-reduction trackers and include scatterplots in reports.
Session History
2 minSession history now lives in Records, where you can review appointment records, notes, and service records.
Manual Data Entry
4 minEnter observations after collection, across several targets or for one target at a time.
ABC Data
3 minLog Antecedent-Behavior-Consequence entries, review Patterns, and export selected ABC data on supported plans.
Basic Export
2 minExport client data to Excel or CSV for external analysis-available on all plans.
Generate Report
3 minChoose the report that fits, reuse reporting periods, and add your reporting name or logo.
Client Summary
2 minShare saved programs, skills, behaviors, and objectives in a PDF, even before collecting data.
Task Analysis Reports
2 minRead pooled totals, chronological runs, heat maps, mastery, and exports for task analysis trackers.
Daily Points
3 minSet up a daily point card, enter ratings throughout the school day, and review progress over time.
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.