Library & Purchased Items

Learning Tree templates or Learning Trees purchased from the Marketplace

Learn / Library & Purchased Items Adding Branches and Branch Types

Draft Mode

  1. Flag a branch with an action item (programming not completed)
  2. Click D or Make Active, to activate the branch
  3. The template binder and initial branches are defaulted to draft mode
  4. Any branch in D cannot be ported into subsequent templates or client books
  5. Any branch in D cannot be copied or bulk copied
  6. Return branch to draft via Branch Options

Adding Branches

  1. In the Initial Branch, click + Add Your First Branch or the +

Please note: Sessions have a branch limit of 75 active targets. The limit prevents any potential glitches or errors that could negatively impact data collection integrity. Once reached, you will receive a message preventing you from adding anymore additional branches. If you would like to exceed that number, we recommend splitting session sheets for things like Active Skill acquisition and Maintenance targets.

Branch Types

  • Cumulative
    • Displays graph of goals mastered over time (Automatic-Indirect Data Collection)
    • Long Term Goal Branch 
    • Short Term Goal Branch 
  • Data Collection
    • Standard data graph (Manual-Direct Data Collection)
    • Target Goal Branch 
  • Library
    • Ports programming from an existing template into new template
  • Resource (Typically only used with LMS)
    • Pages: Additional Place holders 
    • Videos: Display of pre-recorded video
    • Files: Document storage 
    • Q&A Test: Quizzes
    • Forms: Checklists 

Please note: Resource branches only show the Branch Description and Comments on the session. Attaching a second tier short term goal will display on the targets ordered below it on the session. However, adding any information to the Branch Description will show on the Resource page.

Learn / Library & Purchased Items Branch Options

Copy Branch

  • Click on a branch and this feature will create a single mirror image of the selected branch
    • Option 1: Copy parent and children branches
    • Option 2: Copy parent branch
  • Copied branches fall below the selected branch

Bulk Copy Branch

  • Click on a branch and this feature will create multiple mirror images of the selected branch
    • Option 1: Copy parent and children branches multiple times
    • Option 2: Copy parent branch multiple times
  • Copied branches fall below the selected branch
  • May duplicate up to 10 times 
    • Bulk copy 9x creates a total of 10 branches

Bulk Phase Changes

  • Adds condition lines on multiple graphs (in client profile) 
    • Additional InformationManual Data Course

Bulk Events

  • Adds setting events on multiple graphs (in client profile)

    • Additional InformationManual Data Course

Delete Branch:

  • Click on a branch and this feature will delete the selected branch and all subsequent connected branches
    • E.g. Deleting a long term goal will delete all short term and target goals, but deleting a target removes that single target
  • Delete Branch becomes Archive Branch (in client profile)
    • E.g. Medical record

Learn / Library & Purchased Items Bulk Share Library Templates

Users can share library templates in bulk from their library folder.

To bulk share library templates:

  1. Navigate to the  Learn module and select Library & Purchased Items
  2. Click the checkbox  to the left of any templates you want to share
    • Or, click the top checkbox to select the entire list
  3. Click the Share Selected button under the search bar
  4. Type in the name of a user, choose whether you want to allow this person to edit the tree, and click Share Trees

Note: You must be connected to users to share templates. If you do not have access to share a given template, it will specify how many were shared.

Learn / Library & Purchased Items Create a Library Template for Program or Curriculum Bank

If you have created your own program or curriculum bank, you can house them in CentralReach as a Private Learning Tree Template for the programs to be easily found and used when creating a client’s Learning Tree.

To create a Private Learning Tree Template:

  1. Navigate to the  Learn module and select Library & Purchased Items
  2. Click + Add New on the top right corner
  3. Click Title to enter the Learning Tree name
  4. Click Private Learning Tree Template 
  5. Click Create Learning Tree
  6. To provide other employees access to the Learning Tree, enter their names one by one under the Sharing & Access tab, and click Share
    • All employees selected will be included in the list of Users with access. To define their level of access to the Learning Tree, click one of the following options next to the employee name:
      • Read-only: the user will have this Learning Tree in their library once the tree is out of draft mode, and can use the template or parts of the template in a client’s Learning Trees, without editing the original copy that is being created
      • Can edit: the user will have this Learning Tree in their library, while the tree is in draft mode. They can use the template or parts of the template in a client’s Learning Trees and will be able to collaborate and edit the original version of the template being created. These users will also be able to share the template with other users

7. Click the Settings tab

  • Click Private – only for me or providers I share it with

  • Click the License drop-down and select one of the following
    • Single-use (Readonly): users with whom you shared the template can only use it one time and cannot change any of the content
    • Single-use (Editable): users with whom you shared the template can only use it one time and can modify any content of their version
    • Multi-use (Readonly): users can use this template for multiple clients, in multiple Learning Trees, and cannot change any of the content
    • Multi-use (Editable): users can use this template for multiple clients, in multiple Learning Trees, and can modify any content of their version

8. Click Save Settings 

9. Click Close

10. Click + Add Your First Branch to add branches to the Learning Tree

11. Click Make Active 

  • Branches edited or added by users with Can edit access will have to be Make Active by you

Learn / Library & Purchased Items Creating and Sharing Library Templates

Library templates house client non-specific programming to be later modified for clients, and allow clinical teams to collaborate and share their programs. These templates are viewable by anyone in network, including, but not limited to, client profiles. It is advised to never include identifying characteristics in library template names.

To create a Library Template:

  1. Navigate to the  Learn module and select Library & Purchased Items
  2. Click +ADD NEW

3. Name the library template (E.g. Goal Bank)

4. Select Private Learning Tree Template

5. Click Create Learning Tree

6. Library Templates, Learning Trees, and Courses may be accessed via their respective Learn drop-down option, and filtered from the same page

7. Click the gear icon on the left-hand side for Learning Tree Options

  • The Sharing & Access pop-up allows you to share templated (organization wide) programming for collaboration
    • Add employees via name or label
      • Can edit: ability to modify a template in any way (Clinician)
      • Read-only: ability to see, but not modify (Technician)
    • Remove employees via the trash can  icon

8. Click Settings and set the following options

  • Availability: Private Learning Tree Template 
    • Template available only to people listed on Sharing & Access Tab
  • License: Multi-use (Editable)
    • Template to be used in more than one client account and may be individualized

9. Click Save Settings and Close

Learn / Library & Purchased Items Edit Tab Options

  • Goal Name
    • Therapists will see Short Term & Target Names on Data Sheet
    • Can be modified by double clicking the branch name outside of Edit tab
    • For long goal names, the pull tab   can expand the name box
  • Goal Description
    • Therapists will see Target Description on Data Sheet
    • Area to write operational definitions or mastery criterion
    • Additional Information: see Note/Form Course (Table Editing)

  • Data Type
  • Maximum Trials
    • Sets a trial maximum per data point (E.g. Only allow 5 trials)
  • Minimum Trials
    • Sets a minimum number of trials to be run
    • Data are forfeit if therapists do not hit the minimum
    • Session handoff: (sharing data sheets) allow multiple therapists to hit minimum together
  • Session Type
    • NET: Standard data sheet (skill acquisition)
    • Pinned: widget always at bottom of data sheet (behavior reduction and requesting)
      • Allows for immediate tracking 
  • Trials: flash cards
  • Routines: specify to therapists when to run particular programming
    • LEARN Permission “Routines”
    • Learn -> Settings -> Routines
    • Add New
    • Attach to Client
    • Name Routine
    • Establish a Time Slot
    • Select Time Slot on Edit Tab
  • Data Grouping
    • None: DEFAULT (stacked data points if multiple data points taken in a day)
    • Average: averages data points within closest interval in a day, across each day – can also be done on graph 
    • Sum: total data points for each day – can also be done on graph
    • Max: displays highest data point for each day
    • Min: displays lowest data point for each day
    • After Branch Creation: goal information (E.g. Domain, Responsibility, etc) can be edited from the Goal tab

NET & Pinned


Edit Tab Options (2)

  • Y-axis Label
    • Defaulted to data collection type
    • Ability to modify label
  • X-axis Label
    • Defaulted to date
    • Ability to modify label
  • Graph Values
    • Graph Truncation Override 
      • DEFAULT: 0-100 (for % goals)
      • Adjusts Automatically based on bounce envelope (E.g. Variable data)
        • Modification of these fields will turn off automatic graph adjustment
  • Data Point Color
    • Modify Data Point Color
    • Defaulted to Black
  • Data Point Shape
    • Modify Data Point Shape
    • Defaulted to Square
  • Graph First Entry Only (PROBE)

    • Used for: Probe Data (E.g. First Trial Data)
    • Therapists click “Graph” on data sheet after FIRST trial and again after ALL trials completed
      • Only the FIRST data point hits graph, and both data sets are available in the raw data
      • Note: When this feature is enabled, ONLY Session data (data sheets) will advance criterion, data entry in the program book WILL NOT
  • Graph Per Session
    • Overrides date on X-axis with session number
    • Note: When this feature is enabled, the user is unable to see time between sessions (E.g. Session 1 on the first of the month, and session 2 one week later will appear as if they are close in temporal proximity)
  • Display Phase Labels
    • Unchecking this box will remove phase labels

Note Details (Applicable in client profile)

  • Pulls information into Note/Forms
  • Baseline Information
    • Syncs from raw data in client profile
  • Program Goal
    • Additional goal notes (outside of goal description)
  • Mastery Criterion
    • Syncs from criterion with “Mark as met” selected (E.g. Greater than equal to 80% opportunities over 3 days)
  • Generalization Criterion 
    • Syncs criterion from within Generalization phase with (E.g. Greater than equal to 80% opportunities over 3 days)
  • Criteria & Prompting Settings

    • Manually Enter: Add template manually

      • If organization wide templates do not exist 
      • Task analysis – systematic prompt fading generation
    • Use Template: Add Templated Criterion
    • Prompting Settings: Prompts without advancement Criterion