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 partial data (i.e., uncommitted data) on any user's device, 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 partial data to remain on users' devices.
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 new 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
- 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
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, assigning target statuses, 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 now 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.
Once selected, any of the following changes can be made: (i) enabling or disabling success criteria, (ii) adjusting the pass value and/or value type, (iii) adding/removing a secondary criteria, (iv) adding additional contextual information for clinicians (i.e., indicating People and Environment in their respective sections), (v) making configuration choices on actions to occur once criteria is detected, and (vi) per program or per target criteria detection.
The pass value configurations are dependent upon the selected measurement type; DTI and Task Analysis programs use percentage correct as a success criterion, Frequency programs use the number of pass responses, Duration programs use duration per session, Rate programs use a rate per minute, and Time Sampling uses percentage of occurrences. You will need to indicate the measurement type specific criteria, then specify a value of frequency for the criteria to be detected on a per commit(s), per appointment(s), per day (s), and per week(s) basis.
- Commit(s): Criteria can be detected across 1-20 pieces of committed data. If selected, MPM will evaluate each piece of committed data.
- Appointment(s): Criteria can be detected across 1-10 appointments. If selected, MPM will evaluate data from rendered appointments every 30 minutes. Note that if this option is chosen, the commit alert will not be available.
- Day(s): Criteria can be detected across 1-10 days. If selected, MPM will evaluate all committed data every night.. Detection will occur nightly at 12:30am PST. Note that if this option is chosen, the commit alert will not be available.
- Week(s): Criteria can be detected across 1-4 weeks. If selected, MPM will evaluate all committed data every week. Detection will occur every Sunday night at 1:00am PST. Note that if this option is chosen, the commit alert will not be available.
Note, any contextual information added (i.e., indicating People and Environment) is not included in criteria detection.
If the success criteria has been enabled, you can also opt in/out of actions items that occur upon detection. You can determine whether you want any of the following to occur once detection is triggered: (i) supervisor to be notified of detection, (ii) user running the appointment to be notified of detection, (ii) lock data collection, and (iv) plot an automated "Mastered Phase" line to your graph.
- Notify Supervisor: If this option is selected, the individuals indicated as supervisors in the client's clinical profile will be alerted that success criteria was detected via the notifications feature.
- Commit Alert: If this option is selected, the user running the appointment on the Mobile-App will be notified of detection after committing the data.
- Lock: The program's data collection will be temporarily paused (i.e., staff can longer run the program) until a a user with applicable permission, as shown below, unlocks the program.
- Phase line: If selected, a "Mastered Phase" line will automatically be added to Web and Mobile-App graphs after detection.
Finally, you can opt for detection to occur on a per program or per target basis: 
- Per Program: All committed data for the program will be evaluated together.
E.g., Criteria is defined per program at 75%/1 piece of committed data.
Your data is as follows:
Target 1- 1 incorrect response
Target 2- 3 correct responses
Total for the program is 75% correct, therefor the criteria would be detected. - Per Target: Individually committed target data will be evaluated. Note that if this option is chosen, lock will be unavailable.
E.g., Criteria is defined per target at 75%/1 piece of committed data.
Your data is as follows:
Target 1- 1 incorrect response
Target 2- 3 correct responses
Target 1 totaled 0% correct, and target 2 totaled 100% correct, therefore the criteria would be detected for target 2 but not target 1.
Once changes have been made, select the floppy icon to save all modifications. To discard unsaved or unwanted changes, select the “x”.
Prompt Strategy and Bank
The prompt bank is where you can add all prompts needed as part of the program’s prompt progression and as a guide for instructional direction. Note, prompts must first be set up in Clinical Settings before you can begin configuring them at the library and client level. The prompt designated as the current prompt level is displayed in parenthesis from the Mobile-App’s data recording page, as shown below. Additionally, the committed data will be tagged with the configured current prompt level. Like the phase objective, you also have to option to pull the current prompt level into phase line labelling via the Web and Mobile-App graphing modules.
To configure the prompt strategy and bank select the pencil icon.
Once selected, you can modify any of the various components of this section. 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.
Selecting the “Repopulate All Prompts” button will result in all site configured prompts (i.e., prompts set up in Site Settings) repopulating here along with the established order. To adjust the order of prompts, select the multiple dot icon and drag and drop the selected prompt to the desired position. The current prompt level is indicated by the radio button, however, this too can be changed by selecting any of the other available prompts.
Should you need to add a new prompt to this program, start by selecting the “+Add Prompt” icon, which will render a new line of fields. From here, you can then select the prompt using the dropdown menu.
At any point, you can add, modify or delete a prompt description in the associated text boxes along the right side.
To delete prompts select the trash icon. Note that you will not be able to delete a prompt that has been designated the current level for the program.
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 selected, changes can be made to any of the following components: (i) minimum trials value, (ii) total trials value, (iii) target name, (iv) target status, (v) target notes (must first select the eye icon along the left side), and (vi) deletion of existing targets (as long as data has not been collected) and addition of new targets.
To modify the minimum or total trials values simply type the desired number into the corresponding text boxes. If you want to administer an even number of trials across all active targets (i.e., in progress or maintenance targets), select the blue “Auto-distribute number of trial allocations” button directly below the total trials per session value. This will only work if the total trials is divisible by the number of active targets. For example, if there are 3 active targets and the total number of trials is 30, after selecting the auto-distribute button, it will allot 10 trials per target. Note, trial counts are only applicable to DTI programs.
If changes need to be made to individual targets, proceed to the Targets section directly below Trials. From here you can edit the existing target names by adding the desired text into the corresponding textbox. To change a target status, click on the status dropdown and select the applicable status. 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.
To adjust the number of trials per target, type the desired value into the applicable box. Note that the sum of trials per target must match the total number of trials set for the program.
To add target notes, select the eye icon on the far right side of the target; once selected additional textboxes will appear. You can proceed with adding in text into the first text box.
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).
To add new targets to the program, select the “+Add target” button located below the already configured targets. From here you can proceed with naming the target, selecting the associating status and indicating a number of trials.
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”.
Task Steps
If Task Analysis is selected as a 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.
If changes need to be made to 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”.
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”.
Randomizing Trials
When configuring trials you will now see an option to add a Randomize Target. The purpose of adding a randomize target is to randomly present mastered targets on the data recording page. 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:
DTI, Duration, Frequency, and Rate:
+ Randomize will only be selectable when there is at least 1 mastered target in the list.
Time Sampling:
+ Randomize will only be selectable when there is at least 1 mastered target in the list.
+ 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).
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.
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 unsecure, 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.
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 partial data exists on any users' devices 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 partial 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 data on user devices. The reason for this alert is that the changes made might be incompatible or conflict with the data on user devices.
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.