MEASUREPM

Overview

This article was developed to provide MeasurePM users with an overview of how to configure programs at the Client Clinical Profile level from the Web-App. While programs can only be added to the library on the Web, they can be mapped (a.k.a. “added”) to client profiles and configured at the client level from both the Web and Mobile-App. Any changes made to programs at the client level have no impact on the site library version of the same program or other Client Clinical Profiles (e.g., Program A modified for Mike Smith has no impact on Program A when mapped to the Melissa Brown’s profile). All configurations made at the client level will be unique to that client’s programs. Any modifications made to mapped programs will sync to the server upon saving, meaning that the updated program configurations will be viewable on the Web and Mobile-App. Additionally, if a program is being configured while there is uncommitted data by a provider, the provider making the changes will be alerted via a automatic pop-up and will have to decide whether they want to: (i) discard the data in order to proceed with changes, (ii) or discard changes allowing the uncommitted data to remain intact.

Configuring Programs 

Relevant Clinical Permissions 

Configuring programs is permission based, meaning only authorized individuals from your facility will have this ability. Below is the permission required to access Client Clinical Profiles from the Web-App. 

Once you are within the profile you will be able to view all program configurations. However, the following permissions will need to be turned on to make specific changes. Note, the permissions listed below control the ability to make client level programming changes from both the Web and Mobile-App.

Program Mapping

Turning this permission on allow users to map or un-map programs to clinical profiles. It also authorizes users to change the status of the program (In Progress, Maintenance, Mastered, Parent Training, On Hold).

Instructional Strategy (Measurement Type)

Turning this permission on allows users to modify the instructional strategy/measurement type (i.e., DTI, Frequency, Duration, Rate, Time Sampling, and Task Analysis).

Phase Objective/Short Term Goal

Turning this permission on allows users to add or modify the program phase objective or short term goal.

Program/Goal Objective

Turning this permission on allows users to add or modify client level program goals or objectives.

Instructional Directions

Turning this permission on allows users to add or modify client level program instructional or procedural directions.

Success Criteria

Turning this permission on allows users to configure or modify the mastery criteria for a given instructional goal or program.

Prompt Bank, Prompt Strategy, & Prompt Description

Turning this permission on allows users to add and modify the prompt bank, the selected prompt strategy, and prompt descriptions for an instructional program.

Prompt Level

Turning this permission on allows users to add and modify the assigned/current prompt level for the program.

Antecedent and Response

Turning this permission on allows users to add or modify program antecedents and target responses.

Response Type

Turning this permission on allows users to add or modify response types for a given program.

Targets and Trials

Turning this permission on allows users to add, assign, and modify instructional targets as well as allocate the number of trials for each target and the number of trials for the program.

For all other Clinical Permissions, please refer to this attached guide.  

Accessing the Client Clinical Profile

The two most direct ways a clinician can access a client’s clinical profile include: (i) through the Client Clinical Profiles tab under Clinical Settings, and (ii) through List Clients. Note, only those with the required permissions granted will be allowed to access Client Clinical Profiles. The related permissions are as follows: 

1. List Clients from the Clients tab:

2. Client Clinical Profile:

If this permission is not granted, providers will still be able to access client profiles, but only see the clients that are part of the provider’s Treatment Team. For additional information on configuring Treatment Teams, please refer to this attached guide.

A less direct way of accessing Client Clinical Profiles is through appointments in Calendar View. The permissions related to Calendar View are shown below. 

When accessing clients via Clients --> List Clients, you can search for a client using the funnel icons in the column headers or search for a client's name in the search bar at the top of the page. Once found, select the client's first or last name to access their dashboard. 

Once the dashboard is open, scroll down to the “Client Clinical Profile” widget and select the pencil icon for the profile you would like to configure. Note that a client might have multiple profiles so you must ensure that you are selecting the correct one. Once the pencil is selected, you will be taken to the Client Clinical Profile. 

The second method of accessing the clinical profile is to select “Client Clinical Profiles” under Clinical Setting found in the blue navigation bar on the left side of the screen.

From here, you can use the funnel icon to search for the client of interest. 

Once the client is found, select the pencil icon under the “Action” column to take you directly to that client’s clinical profile.

A third but less direct method of accessing a Client Clinical Profile is through any of the client’s scheduled appointments. To do so, navigate to Calendar View under Appointments. From here use any of the available filters or views to find one of the client’s appointments. 

Once an appointment is found, hover over the appointment within the calendar, which will then render a small pop-up. From here, select “Appointment Details”. 

A new page will open containing client and appointment details. Select “Client Profile” from the list of tabs. Next, click on the pencil icon for the Client Clinical Profile of interest.

Mapping Programs to the Client Clinical Profile

Once in the Client Clinical Profile, you are free to start mapping and configuring programs as long as you have the permission to do so. To map a new program to the profile select the “+Program Library” button. Once selected, a popup window containing all available programs from your site’s Program Library will appear. 

To find the program of interest, you can use any of the available filters.  Note that programs displayed in blue are those that have already been mapped and those in grey are available for mapping. 

To map a program, select the “+” icon for the specific program you intend on mapping. To save the selection, select the “Save” button located at the bottom of the window. 

When a program is mapped, it will automatically be given an “In-progress” status as shown in the “Status” bar on the right side of the program selected. To change the status of the program, hover over the bar to render a list of all available statuses and proceed with selecting the desired status. To ensure changes are permanent, select the “Save” button.

After selections are made and saved, all programs (with the In-progress status) will be displayed in the “In-progress” window in the Client Clinical Profile. Programs that do not have an In-progress status will be organized according to the most recently configured status (e.g., all programs with a Maintenance status will be listed in the Maintenance window).

An alternative way of changing the status of a program from the Client Clinical Profile is to use the drag and drop feature. To do so, click and hold the six grey dots beside any program and drag it into a new status window. 

Info Icon with Programs on Web and Mobile-App

There is a info icon present beside the program name when viewing/editing program configurations at the client level on the Web and Mobile-App. When selected, it will render a pop up displaying Prerequisite Skills, Next Steps, and May Incidentally Acquire. The information will be pulled from the program library and will be view only. Note, if you would like to edit the details it will need to be done within the Program Library.

Configuring Mapped Programs 

From the Client Clinical Profile, select the pencil icon for the program requiring modifications (e.g., changes to the original program settings so that it aligns with the client's needs and goals).

Once selected you will be taken to a new program configuration screen where you can configure any of the following sections: 

• Goal/Objective
• Phase Objective/STG (Short Term Goal)
• Instructional Directions
• Measurement Type/Instructional Strategy
• Success Criteria (Manual and Automatic)
• Prompt Strategy and Bank
• Data Recording Types
• Antecedents  and Responses
• Response Types
• Trials and Targets (Task Steps for Task Analysis programs)
• Target and Response Type Display Options
• Trend Tracking
• Token Board Settings
• External links
• References
  

Note that the majority of items listed above are also configurable components within program creation at the site library level. The exceptions to this include the following: Phase Objective/STG, target trial counts, and the Target and Response Type Display options. 

Goal/Objective, Phase Objective/STG and Instructional Directions

The program goal/objective indicates the observable and measurable outcome or skill to be acquired (e.g., Tina will tact at least 4 different coins and their values on at least 90% of discrete trial data opportunities for two consecutive sessions), while the phase objective/STG section is intended for indicating the various progression of phases within a program (e.g., baseline, acquisition, maintenance, reassessment, etc.). The configured phase objective will always be associated with the committed data and if desired, it can be auto-populated into phase line labels via the Web and Mobile-App graphing modules, as shown below.

Instructional directions can include any relevant programming directions and additional information for providers to follow. For example, “Using picture cards, present the learner with one picture/image at a time. If the learner correctly labels the image, deliver praise and a single token. If the learner does not provide the correct name, or does not deliver a response within 3 seconds, model the correct response and prompt them to repeat it.” 

To start configuring (e.g., add, edit or delete) the programming goal/objective, phase objective/STG and instructional directions, select the pencil icon associated with each section. Once the pencil is selected you are able to make the desired changes. Note that if you do not see the pencil icon, it is because you do not have the associated permissions turned on.

Once changes have been made, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”. 

Measurement Type/Instructional Strategy

The selected measurement type/instructional strategy dictates the program configuration options. Each measurement type has a unique data collection interface. To configure the Measurement Type select the pencil icon. After making a change, review the remaining components of the program to ensure appropriate configurations have been made. For example, if you have changed a program from DTI to Task Analysis, you will need to enter task steps.

From here, you can select any of the available types. The options available are identical to those listed when adding new programs to the Program Library, which includes: Frequency, Duration, DTI, Task Analysis, Rate and Time Sampling. 

Once changes have been made, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Success Criteria

Success criteria (i.e., mastery criteria) is a measurement of mastery (e.g., 80% correct across 2 consecutive sessions). To configure the success criteria, first select the pencil icon and enable success criteria. If enable is not selected, success criteria will not be triggered in your data.

When configuring, the first choice to make is if you would like to use Manual or Automatic Criteria. To understand the difference between the two, simply select the "i" icon next to the Progression Type header.

With Manual or Automatic detection you can have it detected on a per program or per target basis and there are certain action items that can occur for each.

Prompt Strategy and Bank

The prompt bank is where you can add all prompts needed as part of the program’s prompt progression. Note, prompts must first be set up in Clinical Settings before you can begin configuring them at the library and client levels. To configure the prompt bank for the program, select the pencil icon:

From there, editing is unlocked, and changes can be made. To change the strategy/prompt progression, simply select any of the available options (i.e., custom, least to most and most to least/errorless). Note, this simply identifies the intended teaching strategy and has no bearing on the selected prompts or committed program data. 

To add addional prompts to the bank, select “+Add Prompt”, which will render a new line. From here, you can then select the prompt using the dropdown menu. All prompts configured in settings will show for selection. Alternative to adding prompts individually you can select "Repopulate All Prompts". When selected, all prompts configured in settings will be added. The prompt description will copy over from settings as well, but you can edit the description at the client level at any time.

To delete a prompt, simply select the trashcan icon to tie right. After deleting, you can re-add any any time.

The order of prompts outlined here will dictate the prompt progression if your progression hierarchy under success criteria is set to automatic. The prompt at the top of the list is considered the least intrusive. The selection of progression within this section (i.e., custom, least to most, and most to least) has no bearing on auto-progression. To reorder prompt simply drag and drop.

The prompt bank set here dictates which prompts are going to be available to you when configuring your targets. Ensure that all prompts you would like to use for the program are added.

Once changes have been made to any of these sections, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Data Recording Types

Data recording types (DRTs) are what is displayed on the Mobile-App’s data collection screen (e.g., “+” and “-”) for DTI, Task Analysis, and Frequency, Rate and Time sampling programs and are used for trial recording. In other words, these are the available options for selection when recording a trial. The options within the program configuration, and whether or not they are considered PASS or FAIL status, will depend on what the site has established. 

To configure DRTs select the pencil icon. 

Once selected, new DRTs can be added to the program and/or existing ones can be removed. To add, select the white box which will display a dropdown of all DRTs configured at the site level (for additional information on configuring DRTs at the site level, please refer to this attached guide), then proceed with making specific selections. To remove DRTs, simply select the “x” icon on the right hand side of each DRT listed. 

Once changes have been made, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Antecedents and Responses

A program can have a single antecedent and target response specified, or it can have a different antecedent and target response for each target. 

To configure antecedents and responses, select the pencil icon. 

Once selected, you can choose either of the two available options: (i) specify per program, or (ii) specify per target. If per program is selected, you can edit the existing antecedent and response or if blank, you can add new text into the corresponding textboxes. 

If per target it selected, you will have to save the changes made here, scroll down to the Trials section, then select the corresponding pencil icon. 

From here, select the eye icon for any of the configured targets. This will display individual text boxes which is where you can add unique antecedents and responses or modify existing text.

Once changes have been made to any of these sections, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Response Types

Response types as a program configuration option can be useful when employing multiple operant conditioning/training to teach a specific skill.

To configure response types select the pencil icon. 

Once selected, you can establish whether you are targeting a single response type or multiple response types. If multiple response types is selected, you can proceed with typing each expected response. Note, a maximum of 4 response types can be configured. All In Progress and Maintenance status targets will rotate across the configured response types. For example, if response 1 = tacting, response 2 = matching to sample (MTS), and the active targets include dog and cat, the following will be displayed on the Mobile-App’s data collection screen: (1) tacting – dog, (2) tacting – cat, (3) MTS – dog, and (4) MTS – cat. 

Once changes have been made, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Trials and Targets

To configure trials and/or targets select the pencil icon. Note, targets are only applicable to DTI, Rate, Time Sampling, Frequency and Duration programs. For additional information on Task Analysis specific configurations, please refer to Task Steps in the subsequent section.

Once editing unlocked configuration changes can be made. The first configuration to enter is your minimum number of trials for the program. This number is referencing the min. number of trials staff have to collect before being eligible to save program data. The second configuration is the total number of trials for the program, but this is not something that is manually entered. Trial counts are automatically summed based on the number of trial assignments across all active targets. 

The next configurable option is phase line settings. You can opt to have automated phase lines to your graph when certain actions occur. There are 3 different types of phase lines that can be added:

1. Auto phase line for target status change: If chosen, an automated phase line will be automatically added to the individual target graph when a status change occurs with the status name. E.g., the label may say "In Progress" or "Maintenance". This line will only show when filtering by individual targets, it will not show when looking at the program graph (i.e., when filtering by "all" targets). 
2. Auto phase line to target graph for prompt change: If chosen, an automated phase line will be automatically added to the individual target graph when a prompt change occurs with the prompt name. E.g., the label may say "Full Physical" or "Verbal". This line will only show when filtering by individual targets, it will not show when looking at the program graph (i.e., when filtering by "all" targets). 
3. Auto phase line to program graph for prompt change: If chosen, an automated phase line will be automatically added to the program graph when a prompt change occurs. All prompt names will show when the line is populated. E.g., the label may say "Full Physical, Verbal, Gesture" or "Full Physical". This line will only show when filtering by "all" targets, it will not show when looking at individual target graphs (i.e., when filtering by specific targets). 

To have these phase lines enabled, simply select the corresponding checkbox beside each phase line type under the trial section in program configurations. 

Below are examples of how the auto phase line to program graph for prompt change appears on the Mobile-app and Web graphs:

Using the search bars at the top of the target list, you can filter by target name or by status. When ready to add/edit targets to the program, you will simply enter the target name, assign it to a status, assign the number of trials expected for the target, and assign a prompt. For the target to appear on the Mobile-App for data collection an active target status needs to be selected. Active target statuses include Baseline, In Progress, Maintenance, Generalization and Post Probe. If any inactive status is chosen, the target will not be available for data collection. Inactive statuses include Not Initiated, Mastered, On Hold, and Discontinued. 

Beside the target information, there the date in which the target was initiated and the most recent data of status change will show. Directly to the right of that, there is an eye icon and a history icon. Select the eye icon to add target notes. The notes entered here will show on the data collection screen. 

To delete a target, simply select the delete/trash icon located on the far-right side of the screen. Note, if data has already been collected for the target, you will not be able to delete it (i.e., the icon will not be displayed). 

Alternative to making individual target changes, you can make bulk updates to the target bank. In addition, you can also rearrange the target list if needed. To do so, select the three-dot action menu to access these options. 

Bulk Changes and Reorder

Make Bulk Change: 

• When selected, checkboxes will appear next to each target, allowing you to select individual targets or all at once. For selected targets, you may modify:

  • Status

  • Trial count

  • Prompt

• The bulk change panel will appear at the end of the target list. Enter your desired configurations and select OK. Changes will populate into the target fields, where further edits can be made if needed. Be sure to save the Trial section using the floppy disk icon to apply all changes. 

Reorder Target:

• When selected, drag handles will appear, allowing you to reorder targets via drag and drop. This order determines how targets appear on the data collection page.
  

Randomizing Trials

In addition to collecting data on active status targets, you can also collect data on mastered targets in a randomized fashion. When configuring trials, you will see an option to add a Randomize Target at the bottom of the target list. The purpose of adding a randomize target is to randomly present mastered targets on the data recording page. Note that this option will only be available to you if you have one or more mastered targets in the list. When you assign a target to "Mastered" status, it is no longer active and does not show up for data collection. However, with randomize, data collection on mastered status targets becomes possible. 

After selecting + Randomize, you will configure the number of mastered targets you would like to randomize and the number of trials (only relevant for DTI programs) to assign to each target. The maximum number of targets will correspond to how many mastered targets are in your target list. For instance, if you have 4 mastered targets, you can select up to 4 targets for randomization.

Once the program data is committed or discarded, a new target from the bank of mastered targets will appear on the Mobile-App's data collection screen.

Refer to the specific rules below, outlined by measurement type, to know when you can introduce randomized targets:

1. DTI, Duration, Frequency, and Rate:

2. + Randomize  will only be selectable when there is at least 1 mastered target in the list.

2. Time Sampling:

1. + Randomize  will only be selectable when there is at least 1 mastered target in the list.

2. + Randomize  will only be selectable when there are no other targets in an active status (i.e., baseline, in progress, maintenance, generalization, or post-probe).

3. If mastered targets have been removed (i.e., change to other status or  delete target) after randomize has been configured, you will not be able to save the target section.

For more details on randomize please see this guide.

Task Steps

If Task Analysis is selected as the program measurement type, task steps will be available for configuration instead of targets. To configure Task Analysis steps, select the pencil icon.

Once in edit mode, you can proceed with changing the chaining procedure if required. Note that the chaining procedure has not bearing on step progression, but instead acts as the guiding expectation for the person configuring the steps.

To add/edit individual steps, proceed to the section below Chaining Procedure. From here you can edit the step names, change the step prompt and description, and indicate if the step should be in progress and required. To change the prompt level, select the relevant dropdown and choose the desired prompt. Note, prompts available for selection are those that have been configured in the “Prompt Strategy and Bank” section. To add or edit the prompt description, proceed with typing in the desired text into the associated textbox.  Located to the right of the prompt fields are two checkboxes: (i) “In Progress”, and (ii) “Required”. Any step that you intend on having displayed on the Mobile-App’s data collection screen must have the “In Progress” checkbox selected. Selecting the “Required” checkbox ensures that the program data cannot be committed unless all required Task Analysis steps have been recorded. In other words, if there are steps that are optional in the chain, ensure “Required” is not selected.

To adjust the order of task steps, select the multiple dot icon and drag and drop the selected step to the desired position. 

To add new task steps, select the “+Add Steps” button located at the bottom of the section. Once selected, new fields will appear and from here you can proceed with configuring the newly added step.

Once changes have been made to any of these sections, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Target and Response Type Display Options

The Target Display section will only appear when the user opts to use "Multiple Response Types". The selection made in the Target Display section will determine how the data collection screen is organized on the Mobile-App. Selecting “Display targets by response type” will organize the target:response type unit with a focus on the response types, while selecting “Display response types by target” will organize the target:response type unit with a focus on targets. Lastly, the “Intersperse” option will shuffle the units so that they are presented in a randomized order. Additionally, if the intersperse option is selected, it will re-shuffle target/response types after each commit. 

To modify the program's order/display of target and response types on the Mobile-App select the pencil icon. 

Once changes have been made to any of these sections, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Program Media

The Program Media allows you to configure PDF files and MP4 videos on a per program basis. The media uploaded here is accessible to view from the Mobile-App. 

To make changes to the configured media select the pencil icon. Once selected, you can add/remove files and view and download saved media. 

Trend Tracking

The trend tracking feature allows you to configure and monitor specific trends in your committed program data. Note, default tracked trends are configured at the site level. However, customizations on the client level can also be made. 

To make changes to the configured tracked trends select the pencil icon. 

Once selected, you can add new trends by selecting the “+Add Trend” button, followed by making a selection from the trend dropdown menu. If you are unsure of any trends, select the “?” icon to reveal a description. The threshold value is what defines the trend. For example, if Descending trend with threshold of 10% is configured, then a 10% decrease in the data will be detected. By default, the threshold is set to 10% but it can be adjusted as needed.

For existing trends, you can adjust the threshold value or any of the following checkboxes.
The available action items are Commit Alert, Notify Supervisor, Phase Line, and Lock. Each are described in the table below. 

Action Item	Description	Example
Commit Alert	The user running the appointment on the Mobile-App will be notified of detection after committing the data.
Notify Supervisor	The supervisor designated in the Supervisor section of the clinical profile will receive a notification of trend detection. The notification will appear in the bell icon on the Web and Mobile-App.
Phase Line	A phase line with the trend name and threshold value will automatically be added to Web and Mobile-App graphs after detection.
Lock	Data collection for the program will be temporarily paused and staff cannot resume data collection until a user with related permission unlocks the program.

To delete any unwanted trends, simply select the trash icon for the trend requiring deletion.

Once changes have been made to any of these sections, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Token Board Settings

To make changes to the program’s interaction with the token board select the pencil icon. 

Once selected, you can determine whether you want this program to be included or excluded from the token board reinforcement schedule (i.e., the once configured from the Mobile-App, it will not detect an established number of correct responses for this program) by selecting the associated radio button. If you are opting to include the program in the reinforcement schedule you can specify which of the available active target statuses you would like to include in the schedule. 
For example, you may only want In Progress and Maintenance targets to interact with the token board.

Once changes have been made to any of these sections, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

External Links

If you would like to add any external links to your program configurations you can do in this section. Any link added here will be available to copy/paste from the configuration page on the Mobile-App. To make changes select the pencil icon. 

From here enter your link. Once changes have been made, select the floppy disk (i.e., save) icon to save. To discard unsaved or unwanted changes, select the “x”.

Please note, any external link listed in this text area is for general informational purposes only. MeasurePM makes no representation or warranty, express or implied. As these links may be i, your use of these external links is solely at your own risk. This text may contain links to third party content, which we do not warrant, endorse, or assume liability for.

References

The purpose of this feature is to give reference to any specific curriculum/article/author of the program. Any linked reference here will be available to copy/paste similar to the external links feature on the Mobile-app. To make changes, select the pencil icon. From here, you may enter any referenced link. Once saved, you may select the floppy disk icon to save the changed. 

Uncommitted Mobile Data and Configuring Programs (Web)

When a change is being made on the Web to any of the previously mentioned program properties, a background check is automatically performed to determine whether uncommitted data exists  for this specific client's program. If there is no data, you as the provider making changes can proceed with configuring the program. However, if uncommitted data is detected, you will receive a pop up asking if you would like to: (i) discard the data and proceed with making changes, or (ii) discard the changes and maintain the existing uncommitted data. The reason for this alert is that the changes made might be incompatible or conflict with the uncommitted data. For more information on this process, please see this guide.

Reminders

• Only users with the applicable permission can map and configure programs at the client level.
• To make configurations to a program at the client level, the program must first be mapped to the Client Clinical Profile. Users can map and configure programs from both the Web and Mobile-App. 
• To make changes to program settings, the user must first select the pencil icon beside the component that requires modifications.
• Users must save any changes made by selecting the save icon from the Web-App, otherwise changes will be discarded.

Please reach out to support@measurepm.com for any additional questions!