To duplicate Criteria and Prompting Templates:

1. Navigate to the Clinical module and select Criteria and Prompting
2. Choose a template you want to copy and click the copy icon next to the template
   • The copied template will be listed with Copy of in front of the original template title
3. Click the copied template or the template you want to view or edit
4. Click the  Edit Name on the top right corner to edit the name of the template
   • Edit the Template Name
   • Edit the Template Description
   • Click Save
5. Click each criteria bucket and the pencil  icon to edit the information, as needed
   • Click the dots to drag and move a 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 pencil icon to edit or the trash can  icon to delete
6. Scroll down and enter a new criteria bucket

Click here for details on on each criteria bucket.

To delete an Instructional Note template:

1. Navigate to the Clinical module and select Instructional Templates
2. Choose the template to be deleted
3. Click the trash can  icon next to the template
4. Click Yes in the “Confirm” pop-up

Please note, deleting templates will remove the instructional notes from appearing for all targets and goals that were assigned that template.

To edit the Instructional Note linked to a goal or target:

• Navigate to the learning tree to edit the template linked to the specific target or goal.

To duplicate an existing Instructional Note Template:

1. Navigate to the Clinical module and select Instructional Templates
2. Click the copy icon on the right-hand side of the template being cloned
   • The copied template will be named Copy of [original template name]. Click the copied template and edit the template details
3. Click Save

To edit an Instructional Note Template:

1. Navigate to the Clinical module and select Instructional Templates
2. Click the Instructional Note Template to edit
3. Make any edits to the template details
   • Click the trash can icon to delete a question or answer
4. Click Save
   • When editing an Instructional Note Template, goals and targets currently linked to the original version of the template will not automatically update with the new template details. To link the targets or goals to the new template, navigate to the learning tree and reattach the Instructional Note Template.

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

Instructional Templates are program checklists, or SD Sheets, that allow practices to establish organization-wide program templates for supervisors and provide therapists with explicit instructions on how to run programming. Instructional Templates can be created and customized based on your needs. Instructional Templates are linked to goals and targets in Learning Trees. Supervisors then complete templates with additional details to standardize teaching and ensure programming remains consistent.

To access and manage Instructional Note Templates:

1. Navigate to the Learn module and select Settings
2. Click Instructional Templates

All of the organization’s Instructional Note Templates and CentralReach’s system templates will display. CentralReach offers system Instructional Templates that can be used or leveraged to facilitate the creation of new templates. System templates are marked by the red “SYSTEM” tag on the right-hand side of the template. CentralReach’s system templates can be duplicated, linked to goals and targets, and customized to the organization’s needs.

To create a new template:

1. Click + ADD NEW on the right-hand side
2. Add a template Name and Description
   • Users can enter up to 50 characters for the “Name” and 500 characters for the “Description.”
3. Under “Questions,” click Add Question
   • Delete New Question and enter the question
     • Questions can be 250 characters or less.
   • Enter an optional description for this question
     • Users can enter up to 500 characters for the optional description.
   • In the Type of Answer drop-down, select the format of the response to the question, which supervisors will be prompted to complete when the template is linked to a goal or target in a Learning Tree
     • Free text (small): enter short-form text
     • Free text (large): enter long-form text
     • Whole number: enter a whole number
     • Numeric (Decimal): enter a number with a decimal
     • Date value: enter a date
     • Yes / No: select Yes or No to answer the question
     • Single-select: select an answer from the drop-down
       • Under “Answers,” click Add Answer and enter a value
         • Up to 2,500 characters can be entered for the value.
       • Click Add Answer to add more options to the drop-down
       • Click and drag the arrow button to reorder the values
     • Multi-select: click one or more checkboxes
       • Under “Answers,” click Add Answer and enter the value
         • Up to 2,500 characters can be entered for the value.
       • Click Add Answer to create additional checkboxes
       • Click and drag the arrow to reorder the checkboxes
     • Click Add Question to add more questions to the template
   • Click the Is required drop-down to make the question required or optional to answer 
   • Click the trash can to delete any questions or answers from the template
   • Click the arrow button to drag and move a question or section to a different location
4. Click Save

To create a Criteria and Prompting Template:

1. Navigate to the Clinical module and select Criteria and Prompting
2. All of the organization’s Criteria and Prompting Templates will be listed, along with CentralReach’s system templates. CentralReach’s system templates can be used and duplicated to be customized based on the organization’s needs
3. To create a new template:
   • Click + ADD NEW on the top right-hand side
   • Enter the Template Name
   • Enter Template Description (optional)
   • Click Save
   • Create criterion buckets:
     • Click the Type drop-down and select the first criterion bucket: Baseline, Intervention, or Generalization 
     • Click Prompting Strategies/ Custom Fields to establish prompt buttons for data entry
       • Suggested to enter as “Most to Least,” such as Full Verbal, Partial Verbal, Phonemic
       • Custom prompts can be added by typing the prompt name
       • Please note, up to 20 prompts can be added to learning tree branches.
     • Click Auto-Label to flag advancement/ regression for filtering
     • Click Add Criteria
     • Add more buckets as needed within the template
4. The criteria types listed above are all hierarchical, and appear on the data sheet daily. When the learner is successful in the Generalization, Maintenance criterion allows targets to remove or return to data sheets automatically
   • Click the Criteria Type drop-down and select Maintenance, then click Add Criteria
     • Establish a number of times a goal skips a session data sheet (E.g. Goal reappears every fifth session)
5. 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:
     • 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
     • Enter the Criterion Value: the data point needed to meet the criterion – (E.g. 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
       • Click the Frame Type drop-down and select one of the following:
         • Consecutive Calendar Days: must be consecutive calendar days – (E.g. Monday, Tuesday, and Wednesday)
         • Consecutive Days with Data Collected: days with data may be nonconsecutive – (E.g. 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) – (E.g. Monday data point(s) 1, 2, & 3)
         • Average of Consecutive Data Points: advancement based on average data points collected (potential to master a goal in a single day) – (E.g. Aggregation of Monday data point(s) 1, 2, & 3)
       • Consecutive Error Responses: number of failed trials in a row (within the data point) – (E.g. 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 – (E.g. 1 data point less than 80% to advance to intervention phases)
       • Enter the Frame Value: the number of data points or days specified in the frame type – (E.g. 3 days with data collected)
     • 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
       • Remove from all Sessions: when goals are met they will automatically be removed from the data sheet
   • Select Additional Options, as further detailed below:
     • Auto-Add phase change lines – Auto-add phase change lines. Displays phase name on Graph and session
       • Provide phase label on session – (E.g. Mass trial, 1 distractor, etc)
       • 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
6. Click Save Target
7. Complete step 6 above for each criterion bucket in order to complete the template
8. Click the dots to drag and move a criteria bucket to a different location