Learning Trees

Clinical program books within the Learn module

Learn / Clinical / Learning Trees Add & View Comments in a Learning Tree

To add comments or view and mark comments as seen in a Learning Tree:

  1. Navigate to the  Learn module, click Clinical and select Learning Trees
  2. Click the Learning Tree you would like to review
    • Alternatively, navigate to the  Contacts module and select Clients. Click the name of the client you wish to review Learning Trees for, and then click the Learning Tree name within the Learning Trees widget in the client’s Dashboard.
  3. All comments added to the Learning Tree during the last 7 days will be included under the  Most Recent & Unseen Comments section on the bottom of the Learning Tree
    • To view the comment trail and the branch it was added to, click the Jump to Branch icon next to the comment
    • If the comment was added by another user, click the Mark as Seen  icon to acknowledge you have read the comment, remove it from the red notification counter, and add your name and the date/time when you have seen the comment. Alternatively, proceed to step 4 to view the comments branch by branch.
    • To add a comment to the Learning Tree (not a branch or goal) click the comment  icon on the right hand-side, type your comment and click enter
  4. Goals with new comments underneath its branches will be identified with a red exclamation mark  on the left hand-side Tree View panel. Click to expand goal branches and view a red notification with the total number of new comments pending to be marked as seen under each branch.
  5. Click the comment icon on the right hand-side of the screen to expand the branch comments. All comments ever added to the branch will be displayed.
  6. Click the Mark as Seen  icon to acknowledge you have read the comment, remove it from the red notification counter, and add your name and the date/time when you have seen the comment
  7. To add more comments to the branch, click Add a comment on the bottom to type your comment. Once a comment is added, it will be counted as a new comment in the red notification for other users to identify the new comment added and mark it as seen.

Important notes:

  1. If you added a comment, you won’t have the option to Mark as Seen . Other users with access to the Learning Tree will have the option to mark the comment as seen, and once they do so, you will be able to see their username and timestamp on the comment.
  2. If the comment has been seen, it won’t show the option to Mark as Seen  in the Learning Tree. Go to the branch to see the username and timestamp of the user who marked the comment as seen.
  3. Comments can only be marked as seen once, no matter how many users have access to the Learning Tree. Once the comment is marked as seen by one user, no other user will have the option to mark it as seen.

Learn / Clinical / Learning Trees Add Tier Model Branches to a Learning Tree

Once a Learning Tree is created, you can add tier model branches with long term goals, short term goals and targets from Library Templates, or can create them manually.

To add branches manually to a Learning Tree:

  1. Navigate to the  Learn module, click Clinical and select Learning Trees
  2. Click the name of the Learning Tree you would like to add branches to
  3. Click the D (draft mode) to Make Branch Active or click Make Active
  4. Set up your long term goal:
    1. Click + Add Your First Branch on the left hand-side Tree View panel, or the Add Branch + icon on the right hand-side
    2. Click Cumulative: cumulative display graph of goals mastered over time (automatic-indirect data collection) and can be a long term or short term goal branches
      • Goal Name: enter the long term goal name
      • Goal Details:
        • Type: Long term will be set by default
        • Date Initiated: click to select the date when the program is placed on acquisition
        • Assessment: click to select a code for the assessment where the goal is derived from
        • Discipline: click to select the type of service (e.g., ABA, speech, O/T)
        • Domain: click to select the skill or behavior reduction domain
        • Record: click to select the type of record (e.g., medical, educational, other)
        • Responsibility: click to select the responsible party for data collection (e.g., service provider, client, parent)
        • Initial Goal Status: status of the program at start (automatic – relates to client books)
      • Click Save as Draft
    3. You will be redirected back to the main Learning Tree, and the long term goal will be saved in draft mode. Click the D (draft mode) to Make Branch Active or click Make Active
    4. Click Add Branch + icon on the right hand-side to add a short term goal branch underneath the long term goal
    5. Click Cumulative 
      • Goal Name: enter the short term goal name
      • Instructional Note Template: click to select the instructional note template from your library of templates to be reflected in the data sheets/Sessions
      • Click Save as Draft
    6. You will be redirected back to the main Learning Tree, and the short term goal will be saved in draft mode. Click the D (draft mode) to Make Branch Active or click Make Active
    7. Click the Add Branch + icon on the right hand-side to add target branches underneath the short term goal
    8. Click Data Collection
      • Goal Name: enter the target name
      • Data Collection Details
        • Data Type: click to select the data collection type. To learn more, click here.
          1. If selecting Percent Independent or Task Analysis Data Types, scroll to the bottom to define how to count negative prompts
          2. Click the checkbox  to Count Prompts as Negative
          3. Click the link Make this my default setting on this device to automatically default these data types to count prompts as negative on the device you are configuring this setting on
            • If this feature is utilized, the box must be unchecked for systematic prompt fading within Task Analysis
      • Scroll down to Criteria and Prompting Settings 
        • Click to Import Template
      • Click Save as Draft

Learn / Clinical / Learning Trees Adding Goals From Library Templates

New goals can be added to your Learning Tree from your goal library templates.

To add goals to your Learning Tree from your library of goals:

  1. Navigate to the Learn module, select Clinical and then select Learning Trees
  2. Click the name of the Learning Tree you would like to add new goals to
  3. Click the Add Branch + icon on the right hand-side
  4. Click Library

5. Click the icon next to each long term goal branch, to expand and view short term goals. Click the icon next to the short term goals to expand and view the target branches

  • Alternatively, search for goals entering keywords in the search bar.

6. Click the checkbox  next to each long term, short term or target branch you would like to add to your Learning Tree

  • If you click and select a long term goal branch, the branch will be added to the Learning Tree with all its short term goals and target branches. If you double click the long term branch, only the long term branch will be selected to be added to the Learning Tree.
  • If you click and select a short term goal branch, the branch will be added to the Learning Tree with all its target branches. If you double click the short term branch, only the short term branch will be selected to be added to the Learning Tree

7. Use the arrows on the left side of the search bar to access more goals

8. Click Add Selected

10. Refresh your page to view the new goals added to the Learning Tree

Learn / Clinical / Learning Trees Archiving Branches & Learning Trees

Learning Tree and branches can be archived and unarchived. Client goals and Learning Tree program books are medical records and therefore can’t be deleted from CentralReach.

To archive/unarchive Learning Tree goals or branches:

  1. Navigate to the  Learn module, select Clinical and then select Learning Trees
  2. Click the name of the Learning Tree you would like to edit
  3. To archive a goal or a branch:
    1. Click a branch in the Learning Tree
    2. On the top right, click the Branch Options icon and select Archive Branch
      • Archiving parent branches removes all branches underneath
      • Archived branches do not appear when pulling goals for Notes & Forms Templates reports
  4. To unarchive a goal or a branch:
    1. Click the Tree Options  icon on the top left side of the Learning Tree, and select Show Archived Branches. The branches will be added to the Learning Tree and will be identified with an icon
    2. Clicked the archived branch, and then click the Make Active blue button displayed to reactivate the branch and be able to collect data
    3. If you don’t want to reactivate the branch, to hide it from the Learning Tree again, click the Tree Options  icon on the top left side of the Learning Tree, and select Hide Archived Branches

To archive/unarchive a Learning Tree:

  1. Navigate to the  Learn module, select Clinical and then select Learning Trees
  2. To archive a Learning Tree
    1. Click the name of the Learning Tree you would like to archive
    2. Click the Tree Options  icon on the top left side of the Learning Tree, and select Archive Learning Tree
    3. Click Yes in the Confirm pop up
  3. To unarchive a Learning Tree:
    1. Expand the left Options & Filter panel by clicking the icon on the top left side of the screen
    2. Click the Filters tab
    3. Click  Basics
    4. Under Status, click Archived to filter all archived Learning Trees
    5. Click the Learning Tree you would like to unarchived
    6. Click the Make Active blue button
    7. In the Update Status If you want all the branches to be made active, click Yes, change all Branches. If you only want one branch to be unarchived, click No, this Branch only.
    8. The tree status will be updated to Active and can be accessed via the Learning Tree grid

Learn / Clinical / Learning Trees Auto Progression

Auto Progression

  • When a previous target is mastered
    • New Targets placed on acquisition (Blue icon)
    • Mastered Targets (Green icon) may be removed from the data sheet (overrides post-intervention criterion)
  • Any/All goals may utilize auto progression (set up on the short term goal – in client profile)
    • Must have mastery criterion tied on each target
    • Must exist in a client’s learning tree
    • Must have an existing session data sheet

Duration Goal (Add to Goal Bank)

  • Establish Long Term Goal
  • Establish Short Term Goal
  • Establish Duration Target
    • Name “30 seconds”
    • Manually add a singular 30 second criterion in intervention with “mark goal as met”
  • Bulk Copy “30 seconds” Branch
  • Modify each subsequent branch criterion and name

Skill Acquisition Goal (In Client Profile)

Learn / Clinical / Learning Trees Backward/Forward Chain Task Analysis

Setting up Forward/Backward Chain Task Analysis

  • Select Target Branch 
  • Navigate to Edit  Tab
  • Select Task Analysis Data Type
  • Enter Steps in Terminal Order (I.e., step 1, step 2, step 3…)
  • Select Manually Enter
    • Add first prompt, then 
    • Add second prompt, then 
    • Add third prompt, then 
    • Establish Mastery Criterion
      • Suggested setup: Across Data Points (ensures within session prompt fading)
    • Select 
    • Change baseline to “Less than or equal to” 
      • Criterion to Intervene
  • Count Prompts as Negative
    • Leave Unchecked 
    • For Systematic Prompt Fading (Backward/Forward Chains), the single prompt on the phase must be counted as correct
  • Task Analysis Option for Untrained Steps (ONLY APPLICABLE TO FORWARD/BACKWARD CHAINS)

    • Show only the first prompt in the hierarchy
      • True Systematic Prompt Fading
      • Current Step: Current Prompt Level
      • First prompt entered (Most Intrusive) available for all untrained steps  
      • All mastered steps have all previously used prompts
    • Show all available prompts 
      • Within Session Prompt Fading embedded within Systematic Prompt Fading for untrained steps
      • Current Step: Current Prompt Level
      • All prompts available for all untrained steps
      • All mastered steps have all previously used prompts

Notes:

  • On Data Sheet the current step will be BOLD
    • Whole Chain: All Steps Bold
    • Forward/Backward: Current Step Bold
  • Only the current step counts toward advancement criterion
  • Backward Chain below: (Current step will count Independent & Full Physical as Correct, and untrained have all prompts)

IMPORTANT: For Task Analysis that have manually generated systematic prompt fading

  • Use Template can override the criterion and the drop down may be changed to a Whole Chain TA
  • To change a hierarchy (e.g., adding a prompt), each phase must be MANUALLY deleted, the branch saved, then the hierarchy entered again