This guide was developed to provide an overview of how to create Progress Report properties and templates as well as how to generate a Progress Report for a client within MeasurePM. 

Overview

The MeasurePM Progress Report feature is designed to allow users to seamlessly create client Authorization Requests and client progress reports, and reports of similar purposes. The following work-flow can be followed:

1. Sites create their own template library, to serve the various reporting purposes and template requirements for their funders. 
2. Providers choose from their template library to generate reports for their clients, and then customize them to complete the reports. They are saved in Draft status
3. Feedback cycle (Upon request from MeasurePM*):
   1. A provider alerts their supervisors that a report is generated and ready for review
   2. Supervisor reviews report and provides feedback embedded in the report in the form of comments 
   3. Provider views the comments and can respond. Provider makes changes as necessary.
4. Report can be changed to finalize status to lock editing without granted permission
5. Report can be published to the parent portal to obtain a signature, and allow parents to keep for their records
6. Reports can be exported to word or PDF, to be sent to funder

 * This feature is available for your site upon request by your site administrator. Please contact support@meaurepm.com for activation.

Report Example:

Permissions to Access Progress Report Features

Progress report features are permission based. This means only individuals who have been granted access will be able to generate reports. The related permissions are as follows:

Creating Templates

For users groups who will be accessing the settings for your company to create progress report templates, provide the following permissions:

Generating Reports for Clients

For user groups who will be generating reports for clients, provide the following permission:

Returning a Report to Draft 

For users who should be able to return a finalized report back to a draft (i.e., edit any finalized report), provide the following permission:

Facility Templates

Creating Facility Templates 

Templates are created using a combination of 3 functions:

1. Text: You can write in standard text or prompts to providers, that can be edited in the client generated report.
2. Custom Properties: Ways to obtain information by prompting your providers with choices, or altering system properties. This includes checkboxes, date pickers, signatures, and customized Program and Behavior reporting
3. System Properties: These are automated fields that the system will pull from another area of the system, or information already stored for the site, client, provider, etc. Examples include Client Name, Provider NPI, and Parent Signature.

1. Progress Report Custom Property Creation

To create custom properties, navigate to Clinical Settings>Progress Report Properties.  The purpose of these custom properties is to guide your staff in choices when generating reports and prompt them to fill out specific required information, or to provide more customization with program/behavior.

You can create the following types of properties (also known as entries, controls, or fields): 

Type	Description
Checkbox	A checkbox will appear on the report, and users can select or unselect that single checkbox when generating the report.  When this type of property is exported to Word or PDF, and X will appear instead of the checkbox if it was selected. Nothing will appear next to the checkbox if it was not selected. Example:
Checkbox List	A list of options for users to select from will appear on the report and all that apply can be selected. All unselected options will still remain visible on the report but will appear unselected. Alternatively, if the user would like to remove the additional checkbox options, they can do so manually.  When this type of property is exported to Word or PDF, an X will appear next to the choice/s that the user has selected, and nothing will appear next to those that were not selected. Example:
Date Picker	When generating a report, users can manually select a date with this property. Once the report is exported, the property outline will be removed and only the date will remain.  Example:
Signature	This property allows manual entry of a signature on the report. Once exported to PDF or Word, the property outline will be removed. This signature is intended for the provider/s to sign within the report generated for a client. Parent signature requires a system property (please see later in this guide) and is signed via parent portal.  Example:
Text Box	This property allows manually entering of short text (i.e., a few words) on the report. Once exported, the property outline will be removed.  Example:
Text Area	This property allows manually entering of a large amount of text on the report. It does not allow users to format the text within it (i.e., users cannot divide text into different lines, and cannot create bulleted lists). Once exported, the property outline will be removed. Example:
Programs	Through this property, the site creates the tables for how the site desires to report on programs. Instructions on how to create these tables is found later in this guide.
Behavior	Through this property, the site creates the tables for how the site desires to report on behaviors. Instructions on how to create these tables is found later in this guide.

 To create a custom property, select Progress Report Properties from the left hand navigation menu. 

Start by entering a Label (title) for your property, then select what type of control the property should have. All controls listed in the table above will be available. 

If you select CheckBox List, you will need to enter the values you would like to be available for selection. Do so by entering all value separated by a comma (no space), and then select Save.
 

Once saved, your custom property will appear in your Custom Properties list and be available for selection when creating any template across your site.

You can edit the property at any point by selecting the pencil icon. Once the changes are made, select the to save or select the  to discard the changes. The changes will apply to ALL existing and new templates, but will not impact any report already generated for a client.

For Programs and Behaviors, there is a necessary additional  step of configuring the tables. Select Configure (1), and access the Pop-up. Within Configure Program Tables (2), select the fields that should populate into the table when it is generated. You can add additional rows, and select which statuses should be included. Within the Set Custom Order tab (3), you can rearrange the order as desired. Selecting Save within the popup (4) will close the Pop-up, and selecting SAVE on the main screen (5) is required in order to save the entire configuration. 

Please Note: These custom properties are similar to SOAP note properties within MeasurePM. However, there are a few major differences. With progress reports:

1. There is no limit to the amount of times a property can be used within the same report.
2. Properties can be edited in the report itself. 
3. Property labels/names do not appear on the report, allowing you to label them with any desired wording or headers

2. Progress Report Template Creation

On this page, you can create new templates for your facility template library and/or edit existing templates. 

Preview

Select the “Preview” button to view the template the way it will be viewed when a provider generates it for a client.

Edit

Select the pencil icon to edit an existing template. The existing template your site created will populate, and editing can be done. Edits made will NOT impact any previously generated report for a client; The changes will only be reflected in client reports generated after the template changes were made.

Add

Select “Add New Template” to add a new template. When selected, a blank template will open. There is no limit to how many templates one site can build and utilize.

Adding new template/ Editing existing template 

When adding or editing a template, the format to edit/ add properties will be the same. At the top of the page, you will need to title the template. This title will become the title for the report once it is generated for the client. Next you will have the option to copy from an existing template. Selecting this will populate all information from an existing template, as an efficient way to make similar templates. Once it is copied, you can edit the template freely without it having any impact of the template it was copied from. 

Next you can start adding to your blank template or editing the one it was copied from. You will be able to type freely into the provided page outline, edit the text, and format as needed. At any point, you can add custom properties (properties set by your facility) and/or system properties (automated properties provided by MeasurePM) into the template. To add custom or system properties, use the applicable dropdown menu and select the property you would like to add to the report. 

The property will be added to the report once selected in the location of the cursor. Once added, users are able to edit and move the properties in the same manner as editing text (using the tool bar above). With this you can edit the text position, the font style and size, the font or background color, adding headings, tables, lists, etc. In addition to adding properties and typing text into the template, users can also copy and paste text from external locations as needed. 

Below are examples of System Properties Measure offers are listed below. This does not reflect the full comprehensive list of System Properties Measure has. Following there are images of what these properties look like on the template side as well as what it looks like on the generated report. 

Example of System Properties on Template level: 

Example of System Properties on Generated Report:

Editing

Use the available formatting buttons to choose font type, font size, and other basic formatting.

Undoing Actions

To undo any action, utilize the "undo" feature on your device. 

• For iOS devices, use Command+Z
• For PC devices, use Command+Z

Saving and Exiting

To save the report, select “Save”

To clear the report contents, select “Clear”

To discard changes, select “Close”

To preview, select “Preview”

To save a template you are editing, select “Update Template”

Generating Clients Reports

Once a template has been created, users with permission are able to generate the report for a client. If permission is granted, a Progress Reports widget will be present on the Client Dashboard.

 You can find this widget by:

1. Select Clients from the left-hand navigation bar.
2. From the Clients dropdown menu, select List Clients. 
3. From there, find the desired client 
4. Once you have found the client you are searching for, select the client’s name. This will bring you to the client dashboard on the web.
5. Scroll down until you see the Progress Report widget as seen below. 

All reports previously generated and saved reports will be listed in the widget. Beside the report name it will indicate the status (Draft or Finalized) and the date it was created. To edit or view an existing report, select the pencil icon. This will open the report and you can make changes as needed. However, if the report is in Finalized status, only viewing will be available unless you have permission to return the report to a draft. 

Creating New Reports 

To create a new report, select the “+”

A pop- up will appear where you will be able to generate a report. 

1. Select the client profile- If your client has multiple client profiles, they will have multiple choices in this menu. Select the applicable client profile based on the purpose of the report (which funding source, treatment type, etc.). You must select the client profile prior to selecting the template. 
2. Select the authorization- If your client has multiple authorizations for the selected profile, they will have multiple choices in this menu. Select the applicable authorization based on the purpose of the report. You must select the authorization prior to selecting the template. 
   1. This will automatically generate the date range. If you wish to change the date range to a narrower scope than the authorization, you can manually do so. You are not able to change the date range wider than the scope of the authorization.
3. Select the Progress Report Template- Select the template from your facility’s template library which is applicable to the report you would like to generate. Note: Only templates set up by your facility will be available for selection.

Once all selections are made, the report will generate for you. An example is seen below.

All system properties and text populate based on the template. You will be able to edit all information and fill in any required custom properties. In addition, you will be able to add images by copying and pasting them into the report or by adding them from the client files widget for that client. Please note that when added from files, the image will be able to be resized, whereas when added from copy + paste, the image cannot be resized.

Adding Client Files to the Client Report

To add client files, first upload your images into client Files on the client dashboard. Select the + in the top righthand corner of the widget to add a new file.

Please note that only png, gif, jpg, and jpeg files are supported to add into progress reports at this time. If any of the corresponding file types are uploaded into the Files widget, they will be available for selection from the Client Files Drop down menu on the Progress Report generator. Before adding a file to the report, you will be able to see a preview of the image. Once you select the file to add to the report, it will automatically be added wherever your cursor is. 

Once the image is added, you can resize it by clicking and dragging on the bottom righthand corner. You will also be able to reposition (i.e., center image) the image as needed.  

   

Editing

Use the available formatting buttons to choose font type, font size, and other basic formatting.

Undoing Actions

To undo any action, utilize the "undo" feature on your device. 

• For iOS devices, use Command+Z
• For PC devices, use Command+Z

Saving/Exporting

Once you have finished filling out the report you have the option to:

1. Export to a Word document: If this option is selected, the report will be downloaded as Word document. You will be able to export this at any point, even after leaving this page. Once exported a header and footer will automatically populate. The header will include the client initials, insurance id, and client date of birth. The footer will include the facility name and the page number. 
2. Export to a PDF document: If this option is selected, the report will be downloaded as PDF. You will be able to export this at any point, even after leaving this page. Once exported a header and footer will automatically populate. The header will include the client initials, insurance id, and client date of birth. The footer will include the facility name and the page number.

Pdf example:                                                                    Word example:

1. Save a Draft: All changes will be saved, and the report will be listed as Draft status in the widget. You can return to editing the draft report at any time.
2. Finalize the report: All changes will be saved, and the report will be listed as Finalized status in the widget. Once finalized, only users with permission will be able to return it to a draft and continue with editing.
3. Return to Draft: A Return to Draft option is only available for a finalized report and for those with permission. Selecting this returns it to a draft status where edits can be made.
4. Close the report: If a report is closed without saving all changes will be discarded. 

Viewing/Signing on Parent Portal

Once the report is finalized, there will be an additional checkbox option at the bottom of the report screen to make the report visible within the parent portal (website only) for that client. If you would like the report to be viewable on the parent portal, select the highlighted checkbox below. 

On the parent portal, the parent will be able to log on and select My Reports from the lefthand navigation menu. From here, all finalized reports that have been sent to the parent portal will populate. Parents can select the eye icon to view the report. While viewing, they are able to export it as a PDF. They can also select the person icon to add their signature to the report. 

Feedback Tools

Notifying a Supervisor

Once a report is completed and ready for review by a supervisor, users can save the report and select the bell icon beside the report name on the Progress Report widget. Once selected the user will be able to select who they want to send it to and put a start and end date on it. Once sent, the supervisor will get a notification that the report is ready for review and reviewing the report will be listed as a task for them under My Tasks. 

Commenting/Providing Feedback

A provider can provide comments embedded into the report while it is in draft state. Viewing and adding comments can be done vie the Comments tab. Anyone accessing the report from the editing view can see the comments and respond. The name of the logged in user who added a comment will remain with the comment, along with a timestamp.

This is feature is available for your site upon request by your site administrator. Please contact support@measurepm.com for activation.

To add a comment, highlight the specific text to be associated with the comment, and select the +comment button. Follow the prompts to add text on the righthand side.

Text is highlighted in yellow if there is an associated comment. To view a comment, select the yellow highlighted text, and the comment thread will appear on the righthand side.

Note: Resolving a comment thread fully deletes it.  There is no way to archive comments.

Comments will not be supported when downloading a progress report from MeasurePM, to Microsoft word or as a PDF. They will also not be visible on the parent portal view of the report.