Managing a client's clinical profile efficiently is essential for providing high-quality care. This guide was developed to provide an overview of how to efficiently view and manage a client clinical profile. Within a clinical profile, you are able to update program/behavior configurations and much more!
Permissions
Client clinical profile features are permission based. This means only individuals who have been granted access will be able to make configuration changes.
If you are unable to access specific features outlined in this guide, it is recommended that you consult your system administrator or management team to review current permissions and determine whether adjustments are necessary. Below is an overview of specific clinical permissions related to the features outlined in this article.
Accessing Profiles
The clinical permission outlined below is required in order to view a client clinical profile:
Configuring Behaviors
Some fields within behavior configurations fall under its own permission. All relevant permissions related to configuring and mapping behaviors are seen below.
Configuring Programs
Most fields within program configurations fall under its own permission. All relevant permissions related to configuring and mapping programs are seen below.
How to access the Clinical Profile
Accessing a client clinical profile can be done in one of two ways:
- Option 1: Select Clinical Settings from the lefthand menu, and then select "Client Clinical Profiles" from the drop-down list. From there select the pencil icon beside the profile you would like to access.
- Option 2: Select Clients from the lefthand menu, and then select "Client List" from the drop down. From there, choose a client name to enter their dashboard. Once in their dashboard, scroll to the bottom of the page and you will see a widget with their Client Clinical Profiles. From there select the pencil icon beside the profile you would like to access.
Please note that when viewing the list of profiles, you may notice multiple profiles for the same client. This is because client profiles are organized based on funding source and treatment type. For more details on this please see this guide.
Overview of the Clinical Profile
Below is a snapshot of how the clinical profile will look upon entering. At the top of the page, you can identify which profile you are currently viewing, and at any point you can select the "Go Back" button to return to the list of the profiles.
Graphing and Program Edit History
Beside the profile name, you will see a small graphing icon and a small history icon. Selecting the graph icon will take you to the graphing module for the related profile and selecting the history icon will take you to the program configuration edit history. This feature allows you to view all program configurations that have been made within the last 30 days.
Client Profile vs Assessments
Within the profile there are two tabs: Client Profile and Assessments. All configuration changes are made within the profile tab, while the assessments tab is used to run and view the VBM-MAPP.
With in the profile tab, edits can be made to the client's programs, behaviors, ABC properties and more. Any change made on the Web will automatically sync to the Mobile-App, and vice versa, however, to avoid errors please ensure you are updating from only one point of access at one time. There is also a note that indicates this at the top of the page. Each feature within the profile is explained further in this guide and there is an example of how each feature within the clinical profile appears across the Web and the Mobile-App.
Profile Features
Sticky Notes
The Sticky Notes function specifically within the Clinical Profile is accessible from both the Web and Mobile-App. Displayed on the client's clinical profile, this feature serves as a tool for adding quick, important information that needs to be readily available. You can use Sticky Notes to share key details for behavior technicians before a session, track important updates or document reminders. Below is a preview of how this feature appears on both platforms:
For more information on this feature, please view this article on Sticky Notes
Adding a Supervisor
You have the option to add multiple supervisors to a client's clinical profile. The supervisors indicated here will be the users who receive notifications for detections of Trends, Success Criteria, and committed ABC data. This information is also available on the page via the "?" icon. To add/edit a supervisor, select the pencil icon and choose a user to add from the dropdown list.
Please note that adding and editing supervisors is only available on the Web.
Program Library
The program library accessible on both the Web and the Mobile-App, allows you to add and remove programs from the profile as well as change their status. To do so, select the + Program Library button and scroll or use the search bar or filters at the top of the pop up to find a program of interest. If the program is highlighted in blue, it indicates the program is already mapped to the profile, and you can see the associated status. If you would like to modify the status, select the dropdown menu and choose a new one. To add a new program to the profile, select the “+” icon to the left of any program, and select the “-”. Note that if data has already been collected for the program, you will not be able to remove it, but you will always have the opportunity to change the status.
Below is a detailed view of how the Program Library appears on both the Web and the Mobile-App.
Web:
Mobile-App:
Note that on the app, the program background color indicates the status of the program, which can also be seen in parentheses below the program name. To change the status, tap the program name and you will see the status and color change.
Programs
Any program mapped to the client profile can be viewed and edited across Web and Mobile-App. To modify the status of a program, you can drag and drop it to one of the other status columns and to edit a program, select the pencil icon beside any mapped program. The statuses in the image below are site specific. To modify the statuses that appear for your site please navigate to clinical settings and follow the steps outlines in this guide.
Configuring Programs
Mobile-App:
For more details on editing programs at the client level, please see this guide.
Quick Access Feature
For two designated programs, users can quickly access them during an appointment on the Mobile-App without needing to manually scroll. These two programs are considered the ‘Quick Access’ programs. To set up this feature, configure it on the web platform by selecting the pencil icon next to the header “Quick Access Programs”. From there, use the drop-down menu for Program 1 and Program 2 to select programs to assign as Quick-Access Programs, and the select the save icon. Once set, these selections will automatically appear in the Mobile-App, allowing you to quickly access key programs without navigating through multiple menus.
Web and Mobile-App View:
For more information on this feature, please view this article on Quick Access Programs.
My LineupsTo create a new lineup, select the “+ Add” button which will open a separate configuration window. Customization of lineups is divided into two tabs: (i) Configure My Lineup (i.e., name and program selection), and (ii) establishing program order. Once saved, you can go back and edit/delete a line up at any time by selecting the pencil icon beside the line up name. From there, the same pop up will open, and changes can be made, or you can use the trashcan icon to delete.
To create a new lineup, select the “+ Add” button which will open a separate configuration window. Customization of lineups is divided into two tabs: (i) Configure My Lineup (i.e., name and program selection), and (ii) establishing program order. Once saved, you can go back and edit/delete a line up at any time by selecting the pencil icon beside the line up name. From there, the same pop up will open, and changes can be made, or you can use the trashcan icon to delete.
Web:
Mobile-App:
Similar to the Web, you will be able to add/edit/and delete Lineups from the Mobile-App. For more information on how to do so, and more details on the My Lineups feature as a whole, please view this article on My Line-Ups.
For more information on this feature, please view this article on My Lineups.
Behavior Library
The behavior library accessible on both the Web and the Mobile-App-App, allows you to add and remove behaviors from the profile as well as change their status. To do so, select the + Behavior Library button and scroll or use the search bar or filters at the top of the pop up to find a behavior of interest. If the behavior is highlighted in blue, it indicates the behavior is already mapped to the profile, and you can see the associated status. If you would like to modify the status, select the dropdown menu and choose a new one. To add a new behavior to the profile, select the “+” icon to the left of any behavior, and to remove select the “-”. Note that if data has already been collected for the behavior, you will not be able to remove it, but you will always have the opportunity to change the status.
Below is a detailed view of how the Behavior Library appears on both the Web and the Mobile-App.
Web:
Mobile-App:
Note that on the app, the behavior background color indicates the status of the behavior, which can also be seen in parentheses below the behavior name. To change the status, tap the behavior name and you will see the status and the color change.
Behaviors
Any behavior mapped to the client profile can be viewed and edited across Web and Mobile-App. To modify the status of a behavior, you can drag and drop it to one of the other status columns and to edit a behavior, select the pencil icon beside any mapped behavior. The statuses in the image below are site specific. To modify the statuses that appear for your site please navigate to clinical settings and follow the steps outlines in this guide.
Once the pencil icon is selected next to the behavior, you will be brought to the behavior configuration page. While in this page, various configurations may be edited including as the behavior definition, goal, replacement behavior, antecedent strategies, consequence strategies, measurement type, intensity level, and function of the behavior. These may all be customized to ensure that the behavior addresses the specific needs of the client. To do so, select the pencil icon beside any header that you need to modify. If the pencil icon is not shown, and the section is greyed out, this indicates that you do not have permission to edit that specific section. Shown below is an example of what the behavior screen looks like across Web and Mobile-App.
Web:
Mobile-App:
For more details on editing behavior at the client level, please see this guide.
Uploading Clinical Documents
Under Documents, you can select a Crisis Plan and/or a Behavior Plan. To make these documents available within the profile, they must first be uploaded as PDFs to the Client Files widget on the dashboard. Once uploaded and selected in the profile, they will be accessible from the Mobile App.
Web:
Step 1: Upload a pdf document to the client files widget on their dashboard.
Step 2: In the profile, select the pencil icon beside the Documents header, and then select the dropdown menu beside the Crisis Plan and Behavior Plan headers. In the dropdown, all pdfs that have been uploaded to the client dashboard will show. Once chosen, select the floppy disk icon to save your changes.
Mobile-App:
Once uploaded on Web, everyone will be able to view the documents on the Mobile-App, as shown in the image below.
For more information on this feature, please see this guide on Uploading Documents
ABC Data
All ABC properties that you would like to show on the Mobile-App ABC recording page will be configured on the Web. This can be done at a site level and a client level. At the site level, you can set up default ABC properties in your site Clinical Settings. Once set here, all active default properties will populate automatically in new client profiles going forward. A sample of the clinical settings is shown below: 
Regardless of the defaults, you have full editing capabilities at the client level within the profile. To edit ABC properties at the client level, select the pencil icon beside the ABC header. From here, your first configuration choice is supervisor notification. If selected, all indicated supervisors on the profile will be notified when an incident is committed.
To edit ABC properties at the client level, select the pencil icon beside one of the property headers, and from there you can add, edit, and delete properties within. Please note that you are unable to remove any property which has data collected against it. Please remember to select save after making any changes.
Once configured within the profile, all settings will be displayed on the Mobile-App. A sample is shown below.
For more information on configurations in Clinical Settings, Profiles, and ABC Data Collection, please see this guide on ABC Data.
For any additional comments or questions, please reach out to support@measurepm.com.