Settings

Learn / Settings Create a Criteria and Prompting Template

To create, view or copy Criteria and Prompting Template:

  1. Navigate to the  Learn module, click Settings and select Criteria and Prompting
  2. All the organization’s Criteria and Prompting Templates will be listed, along with CentralReach system templates. CentralReach system templates can be used and can be cloned to be customized based on the organization’s needs.
  3. To create a new template:
    1. Click the + Add New button on the top right hand-side
    2. Enter the Template Name – example: Probe, Physical Criterion, Verbal Criterion, etc.
    3. Enter Template Description (optional)
    4. Click Save
    5. Create your criterion buckets:
      • Click Type drop-down and select your first criterion bucket: Baseline, Intervention, or Generalization 
      • Click Add Criteria
      • Add more buckets as needed within your template by following steps above
    6. The criteria types listed above are all hierarchical, and they appear on the data sheet every day. When the learner is successful in the generalization, Maintenance criterion allows targets to remove/return to data sheets automatically – example: goal reappears every fifth session. To set up a maintenance criterion:
      • Click the Criteria Type drop-down and select Maintenance, then click Add Criteria
    7. Once all criterion buckets are created, set up the mastery criteria for advancement/regression for each bucket:
      • Click the + icon on the right hand-side of the phase
      • The Calculation Type and Criterion Value are the data point values that must be met to advance or regress within or across phases:
        1. Click the Calculation Type drop-down and select If Greater than, If Less Than, If Equal, If Greater than or equal or If Less than or equal
        2. Enter the Criterion Value: the data point needed to meet the criterion – example: 80%, 90%, 100%
      • The Frame Type and the Frame Value are the spans of time or the number of data points required for advancement or regression:
        1. Click the Frame Type drop-down and select one of the following:
          • Consecutive Calendar Days: must be consecutive calendar days with no days in between – example: Monday, Tuesday, and Wednesday
          • Consecutive Days with Data Collected: days with data may be non-consecutive – example: Monday, Wednesday, and Friday
          • Consecutive Data Points: advancement based on data points collected in a row (potential to master a goal in a single day) – example: Monday data points 1, 2, 3, etc.
          • Average of Consecutive Data Points: advancement based on average data points collected (potential to master a goal in a single day) – example: aggregation of Monday data point(s) 1, 2, & 3
          • Consecutive Error Responses: number of failed trials in a row (within the data point) – example: 5 trials and 3 failed trials in a row to regress
            • Regression: Generalization and Maintenance to Intervention (return to prompts)
            • Advancement: Baseline to Intervention (provide prompts)
              • May also utilize 1 consecutive data point – example: 1 data point less than 80% to advance to intervention phases
        2. Enter the Frame Value: the number of data points or days specified in the frame type
      • Click the Progress To drop-down to select the phase the criteria should progress to if the criteria value and time frame are met:
        • Intervention
        • Generalization
        • Maintenance
        • Next Item in Hierarchy (advancement)
        • Previous Item in Hierarchy (regression)
        • Do Not Progress
      • Select Additional Options, as further detailed below:
        • Auto-Add phase change lines
        • Hold Goal: the branch will be put on hold if the criteria is met (supervisors will place the goal back on the data sheet when data has been reviewed)
        • Require two providers: advancement criterion required from two provider accounts
        • Mark as goal mastered: this will automatically mark the goal as “Met” when criteria is achieved
    8. Click Save Target
    9. Complete step 7 above for each criterion bucket in order to complete your template
    10. Click the dots  to drag and move an criteria bucket to a different location
  4. To clone, view or edit a Criteria and Promoting template:
    1. To copy, click the copy  icon next to the template you wish to clone
      • The template copied will be listed with Copy of in front of the original template title
    2. Click the copied template or the template you wish to view or edit
    3. Click  Edit Name on the top right corner to edit the name of the template
      • Template Name: click to edit the template name
      • Template Description: click to edit the template description
      • Click Save
    4. Click each criteria bucket and edit the information as needed:
      • Click the dots  to drag and move an criteria bucket to a different location
      • Hover over the criteria buckets and click the + icon to add another mastery criteria for advancement/regression
      • Hover over the buckets and the mastery criteria in the buckets and click the pen  icon to edit or the trashcan  to delete
    5. Scroll down and enter a new criteria bucket if needed, and refer to step 3 above on how to create a new template for details on each criteria bucket

Learn / Settings Create an ABC Template

ABC Templates allow you to do immediate tracking of newly emerging behavior in a session.

To create, view, edit or copy and an ABC Template:

  1. Navigate to the  Learn module, click Settings and select ABC Data Table Creator
  2. All the organization’s ABC Templates will be listed, along with CentralReach system templates. CentralReach system templates can be used or can be cloned to be customized based on the organization’s needs.
  3. To create a new ABC Template:
    1. Click + Add Template
    2. Template Name: enter the template name
    3. Template Description: enter a description for the template
    4. Click Save Template
    5. Configure the Antecedent, Consequence and the Additional Notes columns. Click the drop-down under each column and select:
      • Free Text to allow users to enter their own response
      • Single Select to allow users to select one single response from your pre-configured options, as further defined below:
        • Select Options: enter the first option under the Enter a select option field
        • Click the + button to add the option and then continue to enter options
        • Under each option, click the + icon and select Escape/Avoidance, Attention, Tangible or Sensory/Automatic 
        • Click the trashcan icon to delete an option
      • Multi-select to allow users to select multiple responses from your pre-configured options, as further defined below:
        • Select Options: enter the first option under the Enter a select option field
        • Click the + button to add the option and then continue to enter options
        • Under each option, click the + icon and select Escape/Avoidance, Attention, Tangible or Sensory/Automatic 
        • Click the trashcan icon to delete an option
    6. Behavior: this field will be available in a Session when taking ABC data
    7. To add and configure another column, click Add Column on the right hand-side
      • Enter the title for the column and click Enter on your keyboard
      • Configure the section as detailed above under step 5
    8. Click Remove Column on the bottom of a column if necessary
  4. To clone, view or edit an ABC Template:
    1. To copy, click the copy icon next to the template you wish to clone
      • The template copied will be listed with Copy of in front of the original template title
    2. Click the copied template or the template you wish to view or edit
    3. Click  Edit Name on the top right corner if you wish to edit the template name:
      • Template Name: edit the template name
      • Template Description: edit the template description
      • Click Save
    4. Edit the columns as necessary. Refer to step 3 above on how to create a new ABC Template for further details on each column
    5. Click Remove Column on the bottom of a column if necessary

Learn / Settings Create an Instructional Note Templates

Users with the  Learn module permission to Instructional Templates enabled (Settings > Note/Instruction Templates > Manage) can manage the organization’s Instructional Templates.

Instructional Templates are program checklists or Sd Sheets and allow practices to establish organization-wide program templates for supervisors to provide therapists explicit instructions on how to run programming. Instructional Templates can be created and customized based on your needs, and CentralReach also offers system Instructional Templates that can be used or leveraged to facilitate the creation of new templates. Instructional Templates are linked to goals and targets in Learning Trees, for supervisors to fill out with additional details to standardize teaching and ensure programming remains consistent.

To access and manage Instructional Note Templates:

  1. Navigate to the  Learn module, click Settings and select Instructional Templates
  2. All the organization’s Instructional Note Templates will be listed, along with CentralReach system templates. CentralReach system templates can be used and linked to goals and targets or can be cloned to be customized based on the organization’s needs.
  3. To create a new template:
    • Click + Add New on the top right corner
    • Name: enter the template name
    • Description: enter a description for the template
    • Click Add Question
    • Questions:
      1. Delete New Question and type your new template question
      2. Enter an optional description of the question in the text field
      3. Click Type of Answer and select the format for the question answer, which supervisors will be prompted to complete when the template is linked to a goal or target in a Learning Tree
        • Free text (small): small text field to enter text
        • Free text (large): large text field to enter text
        • Whole number: field to enter a whole number
        • Numeric (Decimal): field to enter a decimal number
        • Date value: field to enter a date
        • Yes / No: select Yes or No as an answer
        • Single-select: display a drop-down menu where the supervisor will need to choose from
          • Enter the value and click Add Answer to enter more values for the drop-down
          • Click the arrow button to drag and move an answer to a different location
        • Multi-select: display checkboxes for supervisors to select multiple answers
          • Enter the value and click Add Answer to enter more values for the checkboxes
          • Click the arrow button to drag and move an answer to a different location
        • Click Add Question to add more questions to the template. Continue to add as many questions as needed, and repeat steps 1 to 3 above to configure the questions.
      4. Click the arrow button to drag and move a question or section to a different location
    • Click Save on top of the screen
  4. To clone an existing template:
    • Click the copy icon next to the template you wish to clone
    • The template copied will be listed with Copy of in front of the original template title
    • Click the copied template
    • Edit the template details
      • Name: click and edit the template name
      • Description: enter a description for the template
      • Questions:
        1. Click the arrow button to drag and move a question or section to a different location or order
        2. Edit the main title of each question as necessary
        3. Enter an optional description of the question in the text field
        4. Click to select the format for the question answer, which supervisors will be prompted to complete when the template is linked to a goal or target in a Learning Tree:
          1. Free text (small): small text field to enter text
          2. Free text (large): large text field to enter text
          3. Whole number: field to enter a whole number
          4. Numeric (Decimal): field to enter a decimal number
          5. Date value: field to enter a date
          6. Yes / No: select Yes or No as an answer
          7. Single-select: display a drop-down menu where the supervisor will need to choose from
            • Enter the value and click Add Answer to enter more values for the drop-down
            • Click the arrow button to drag and move a answer option to a different location
          8. Multi-select: checkboxes to select multiple answers
            • Enter the value and click Add Answer to enter more values for the drop-down
            • Click the arrow button to drag and move an answer option to a different location
          9. Continue to edit the questions listed as needed, or click Add Question on the bottom of the screen to add more questions to the template
        5. Click Save on top of the screen
  5. To edit an Instructional Note Template:
    • Click the Instructional Note Template you wish to edit, and edit the template details under the Questions section as detailed above within the clone an existing template workflow
    • Click the trashcan  icon next to a question if you wish to delete it
    • When editing an Instructional Note Template, goals and targets currently linked to the original version of the template, will not be automatically updated with the new template details. If you wish to link the targets or goals to the new template, navigate to the Learning Tree to link the goals and targets to the new template.
  6. To delete a template:
    • Click the trashcan   icon next to the template, and click Yes in the Confirm pop up
    • Deleted templates linked to goals and targets in a Learning Tree or Session, will continue to be displayed on the goal or target. To edit the Instructional Note linked to a goal or target, go to the Learning Tree to edit the template linked to the specific target or goal