Learning Trees

Clinical program books within the Learn module

Learn / Clinical / Learning Trees / Learn / Library & Purchased Items How to Bulk Events and Phase Changes

When in learning tree branches, bulking phase changes and events allows users to add condition lines and setting events, respectively, to multiple graphs in clients’ profiles. Users can bulk phase changes and events from the Branch Options menu.

To bulk phase changes:

  1. Select a parent or child branch in a learning tree to add condition lines to multiple graphs in client profiles 
  2. Click Bulk Phase Change in the Branch Options
  3. Complete the Bulk Phase Change pop-up:

    • Enter a name for this phase change…
    • “Before” Label
    • “After” Label
    • Date
    • Add an optional comment…
    • Please note, there is a 250 character limit on names and comments.
  4. Click Save

To bulk events:

  1. Select a parent or child branch in a learning tree to add setting events to multiple graphs in client profiles 
  2. Click Bulk Event in the Branch Options
  3. In the “Bulk Event” pop-up:

    • Enter a name for this event…
    • Start Date
    • End Date
    • Add an optional comment…
    • Please note, there is a 250 character limit on names and comments.
  4. Click Save

Learn / Clinical / Learning Trees / Learn / Library & Purchased Items How to Copy and Bulk Copy Branches

When in learning tree branches, users can duplicate a branch up to 10 times from the Branch Options menu. The “ Copy Branch” option creates a duplicate of the selected branch, while the “Bulk Copy Branch” option duplicates the selected branch up to 10 times.

To copy a branch:

  1. Select a parent or child branch in a learning tree to copy
  2. Click Copy Branch in the Branch Options
  3. Click Copy Branch

  4. Refresh the page to view the copied branch, which will fall below the selected branch

To bulk copy branches:

  1. Select a parent or child branch in a learning tree to copy multiple times
  2. In the “How many times would you like to copy this Branch” drop-down, select the number of times to copy the selected branch

    • The selected branch can be duplicated up to 10 times. If selecting 9 in the drop-down, 10 branches will be created
  3. Click Copy Branch
  4. Refresh the page to view the copied branch, which will fall below the selected branch

 

Learn / Clinical / Learning Trees / Learn / Library & Purchased Items How to Delete Branches

From the Branch Options menu, users can delete branches (i.e. medical records) and their connected branches. 

To delete a branch:

  1. Select a parent or child branch in a learning tree to add setting events to multiple graphs in client profiles 
  2. Click Delete Branch in the Branch Options
    • This will delete the selected branch and all of its connected branches. For example, deleting a long-term goal will delete all short-term and target goals, whereas deleting a target removes only that single target.
  3. In the “Confirm” pop-up, click Yes
  4. The deleted branch will become an archived branch in clients’ profiles.

To view archived branches:

  1. Navigate to the Learn module and select Library & Purchased Items
  2. Select a learning tree
  3. Click the gear icon on the left-hand side and then Show Archived Branches
    • To hide archived branches, click the gear icon again and then Hide Archived Branches

Learn / Clinical / Learning Trees Viewing Deleted Goals

If a goal was deleted from a branch, all of the data will still be in that branch, but it cannot be viewed. The branch must be classified as a goal again.

To classify a branch as a goal:

  1. In a learning tree, select the branch with the deleted goal
  2. Click the pencil icon on the right-hand side to edit the branch
  3. In “Branch Details,” select the Is this branch a goal? checkbox
  4. The goal circle or “bullseye” will appear on the branch’s data collection icon

Click here to learn how to navigate a learning tree.

Click here to learn how to add goals from library templates.

Learn / Clinical / Learning Trees Target in One Phase Collecting Data in a Different Phase

If a target is in one phase, but is collecting data in a different phase, the criteria and data collection do not match.

To match the criteria and data collection:

  1. Open the Edit tab and make sure the correct data is checked off
  2. Click  Add Data and then Add Data

3. The green  checkmark on the top refers to the phase the data is currently being collected in. Select Set as Current underneath the correct phase (E.g. Intervention, Generalization, Maintenance)

  • The green  checkmark will move to the correct phase

Learn / Clinical / Learning Trees Adding Labels to a Learning Tree

To add labels to a learning tree:

  1. Navigate to the Learn module, clickClinical, and select Learning Trees
  2. Click on a learning tree 
  3. Enter labels in Click here to add labels… under the title of the learning tree

Click here to learn more about learning tree labels.

Learn / Clinical / Learning Trees Percent Independent and Task Analysis Prompts as Negative Set Up

When adding Percent Independent and Task Analysis data collection branch types to learning trees and selecting to count prompts as negative, you will have the option to default this setting to always count prompts as negative for all future Task Analysis and Percent Independent data branches added to the learning tree with the computer or mobile device you are using. This feature is designed to save users time by always ensuring prompts are set up the way they are most commonly configured for prompting methodology.

To enable this feature on your device:

  1. Access your learning tree or create a new learning tree
  2. Add your long term and short term goal branches
  3. Add a target branch, and select Task Analysis or Percent Independent as the Data Type
  4. Scroll down and click the checkbox to Count Prompts as – (negative)
  5. Click Make this my default setting on this device
  6. Click Save as Draft
  7. The target branch will be saved in the learning tree and any future Task Analysis or Percent Independent branches added to this learning tree using the current computer or mobile device will be automatically set up to count prompts as negative. If you typically update the learning tree using multiple devices, ensure you complete these steps on each individual device

Once this feature is set up, if adding a data branch for Systematic Prompt Fading within Task Analysis methods, you must uncheck the Count Prompts as – (negative) so prompts are counted as positive (common during this teaching method).

To disable the feature on a device or add a branch without counting prompts as negative:

  1. Access your learning tree
  2. Add a target branch, and select Task Analysis or Percent Independent as the Data Type
  3. Scroll down and uncheck the checkbox to Count Prompts as – (negative)
  4. Click Save as Draft to only disable Count Prompts as – (negative) on this branch. If so, all future Task Analysis or Percent Independent branches added to this learning tree using the current computer or mobile device will continue to be automatically set up to count prompts as negative
  5. To automatically disable Count Prompts as – (negative) for all new data branches added to this learning tree using this device:
    • Click Make this my default setting on this device
    • Click Save as Draft
    • The target branch will be saved in the learning tree and any future Task Analysis or Percent Independent branches added to this learning tree using the current computer or mobile device will count prompts as positive. If you typically update the learning tree using multiple devices, ensure you complete these steps on each individual device

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

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

  1. Navigate to the  Learn module, click Clinical, and select Learning Trees
  2. Select a learning tree to review
    • Or, navigate to the  Contacts module and select Clients
    • Click the name of the client you want to review learning trees for, then click the learning tree name in the Learning Trees widget, located in the client’s Dashboard
  3. All comments added to the learning tree during the last 14 days will be included under the Most Recent & Unseen Comments section on the bottom of the Learning Tree homepage binder
    • To view the comment trail and the branch it was added to, click the Jump to Branch icon next to the comment
    • Click the Mark as Seen  icon to acknowledge you have read the comment, remove it from the red notification counter, and add a timestamp with your name and the date/time when you saw the comment. Or, 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 a timestamp with your name and the date/time when you saw 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 center for any user to identify the new comment added and mark it as seen

Important notes:

  1. If you add/author a comment, you and other users will have the option to Mark as Seen . Once a comment is marked as seen, you can view the username and timestamp on the comment
  2. If the comment has been seen, it will not 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, add tier model branches with long term goals, short term goals, and targets from Library Templates, or create them manually.

Please note, if necessary, files added to learning trees are resized to be no larger than 6MB.

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 to add branches
  3. Click the D (draft mode) to Make Branch Active or click Make Active
  4. Set up your long term goal:
    • Click + Add Your First Branch on the left-hand side Tree View panel, or the +Add Branch icon on the right-hand side
    • 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: select the date when the program is placed on acquisition
        • Assessment: select a code for the assessment where the goal is derived from
        • Discipline: select the type of service (E.g. ABA, speech, O/T)
        • Domain: select the skill or behavior reduction domain
        • Record: select the type of record (E.g. Medical, educational, other)
        • Responsibility: 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
    • 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
    • Click +Add Branch icon on the right-hand side to add a short term goal branch underneath the long term goal
    • Click Cumulative 
      • Goal Name: enter the short term goal name
      • Instructional Note Template: select the instructional note template from your library of templates to be reflected in the data sheets/Sessions
      • Click Save as Draft
    • 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
    • Click the +Add Branch icon on the right-hand side to add target branches underneath the short term goal
    • Click Data Collection
      • Goal Name: enter the target name
      • Data Collection Details
        • Data Type: select the data collection type. Click here to learn more
          • If selecting Percent Independent or Task Analysis Data Types, scroll to the bottom to define how to count negative prompts
          • Click the checkbox  to Count Prompts as Negative
          • 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
  5. Click Save as Draft

Learn / Clinical / Learning Trees Least to Most Prompting Strategies

“Least to Most Prompting Strategies” can be set up under “Criteria and Prompting,” so clinicians in the field take data on the prompting needed for each trial, and the graphs show phases.

Please note, up to 20 prompts can be added to the “Prompting Strategies” section of the learning tree’s branch.

To set up prompting strategies:

  1. Navigate to the Learn module, click Clinical, and select Learning Trees
  2. Click a learning tree 
  3. Click + Add Branch on the right-hand side to create a new branch
  4. Name the goal in the Goal Name location
  5. Click New Criteria under “Criteria and Prompting Settings”
  6. Complete Step 1 for “Basic Criteria”:

    • Click Select custom fields… drop-down to place all prompts
    • Continue to click to select and add as many prompts, as needed
    • Click Save & Continue
  7. Complete “Step 2: Set criteria for moving forward”

    • Calculation Type and Criterion Value are the data point values that must be met to advance or regress within or across phases
      • Calculation Type: select If Greater than, If Less Than, If Equal, If Greater than or equal, or If Less than or equal
      • Criterion Value: enter the data point needed to meet the criterion (E.g. 80%, 90%, 100%)
    • Frame Type and Frame Value are the spans of time or the number of data points required for advancement or regression:
      • Frame Type: select one of the following:
        • Consecutive Calendar Days: must be consecutive calendar days with no days in between (E.g. Monday, Tuesday, and Wednesday)
        • Consecutive Days with Data Collected: days with data may be non-consecutive (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 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 – 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)
            • Utilize 1 consecutive data point (E.g. 1 data point less than 80% to advance to intervention phases)
      • Frame Value: enter the number of data points or days specified in the frame type
      • Click the checkbox to Auto-Add Phase Change Lines to view the label of each phase on the graph
  8. Click Generate Criteria
    • Expert tip: Put the criteria value that fits the most levels of your criteria to have less to modify later
  9. Click and edit criteria phases, as needed

  10. Click Save as a Draft

Each target has a checkmark for Label Current Phase to allow users to view the label of each phase on the graph, so that all phases are labeled. This is automatically checked when Auto-add phase change line is selected.

There are many rules of phase labeling, as further detailed below:

  • If using Criterion settings, the first phase on the graph will always be labeled.  The graph will label the first phase, the first Criterion level of Baseline or Intervention, or a custom label, dependent on what is placed in the phase change label box. This rule only applies if the Label Current Phase box is checked

  • Label Current Phase: when this box is checked, the phase changes on the left-hand side are being labeled. When this box is unchecked, the phase changes on the right-hand side are labeled, or the “next” phases are labeled. 
  • When there are prompts in the criterion value, the prompts will show up as a label on the graph during that phase, while in that phase. Upon meeting criteria to move to the next phase, the prompts will no longer show on your graph and the Phase value or the Phase Change label (if any) will show

  • Phase change label: users can place any label they want to show on their graph for a given phase
    • Please note, any prompts that are in that current phase of the criteria will show during the phase, and when that phase is met, the phase change label will show. When generating basic criteria, the Phase Change Label box will be pre-filled with the prompt names if you have used any
  • Phase labeling order: CentralReach has a hierarchy of phase change labels. First, the system will look to see if there are prompts in your criteria at that level. If so, these will show on the graph. If you do not have a prompt in that criteria level, your Phase Change label will show on the graph. If you have no prompts and no Phase Change label in the box, the system will place the Standard Phase (Baseline, Intervention, Generalization, Maintenance)
  • If users leave the Phase Change Label box empty it will always label the phase with the current standard phase (Baseline, Intervention, Generalization, Maintenance), regardless of whether or not the Label Current Phase box is checked
  • In the example below, for a Least to Most, either leave the box blank or override with any label you want. The rules above will apply depending on what you do. Go into your first Intervention criteria and remove the prompts, and place “Teaching” as an override

  • The “no prompt” phase is labeled Independent by default. Modify or delete

  • When using Basic Criteria, the system will auto-populate your Generalization and Maintenance phases, with label current phase and no custom Phase Labels. This way, these standard prompts will show

Learn / Clinical / Learning Trees / Learn / Permissions Using Clinical System Templates

Organizations subscribed to Clinical Data Collection and ABC Data Collection, have access to system templates in CentralReach through the organization’s admin account.

To access and use system templates:

  1. Navigate to the  Learn module and select Settings
  2. Select one of the following options
    • ABC Data Table Creator
    • Criteria and Prompting
    • Instructional Templates
  3. System templates are identified with a red System box on the right-hand side of the template
  4. Click the copy icon to clone the template

5. The copied template will be available under the list of templates for you to use and edit

  • To view and edit the template, click the copied template name

6. Providers in their learning tree, using these types of features (ABC Data Collection, Criteria and Prompting, and Instructional Note Templates) will see these templates in their list to choose from, to attach to goals and targets for clinicians to refer to when conducting Sessions

Learn / Clinical / Learning Trees Data Collection Targets with a Score of Zero Automatically Graphed

Users can select an option on learning tree data collection branches to have zero scores on certain data collection types graphed automatically, when graphing all. Only users with edit access to the learning tree will have this button.

The data types that show this are: score, rating scale, duration, frequency, and rate. For rate branches, the timer must have been started and have some time on it for it to work.

  1. Navigate to the Learn module, select Clinical, and Learning Trees
  2. Select the learning tree you want to view
  3. Click on the pencil icon to edit and scroll down to Data Collection Details

4. Clicking Graph this branch automatically for score of Zero in Sessions will auto-check these items when graphing all in a session. They can always be unchecked. These items will be graphed as a zero, which are perfect for high intensity and low frequency behaviors

5. Click Graph All or Graph All and End Session

Learn / Clinical / Learning Trees View Learning Tree Activity

The Learning Tree Activity shows the history of changes and updates made to the learning tree, including manual phase changes and criteria updates, along with the user’s name, date and time, and the description of the change made.

To view the Learning Tree activity log:

  1. Navigate to the Learn module, select Clinical, and then Learning Trees
  2. Click the name of the Learning Tree
  3. Click the gear icon on the left-hand side and select Learning Tree Options
  4. Click the Activity tab

Learn / Clinical / Learning Trees Auto Progression

Auto-Progression can be set up on the Short-Term goal in a client’s Learning Tree and will add the next target onto the Session once the previous target is Mastered/Met. 

The following are helpful tips and things to keep in mind when using this feature. 

Prerequisites for setting up Auto-Progression:

  • The “Mark as goal mastered” box needs to be set on one of the Criteria on the Target level.

    • This can be found by:

      1. Selecting the Target and clicking the Edit icon on the right hand side

      2. Scroll to the bottom of the page to finding the correct criterion step/phase

      3. Select the Mark as goal mastered checkbox where appropriate. The criteria where the “Mark as goal mastered” box is checked will trigger when the next target will be pulled into the session. 

  • An Existing Session is created and active. 

  • At least one target under the Short term goal must be included and added to the session. 

Setting up Auto-Progression:

  1. Navigate to the client’s learning tree and select the Short term goal

  2. Click the Edit tab on the right and select Allow all child branches of this Goal to auto-progress into the following Session

  3. Select the appropriate Session and whether to remove the target from session. 

4. If “Remove Targets from the above Session when Met” is checked off, then the subsequent criteria will not be followed (e.g., Generalization, Maintenance). 

5. If “Remove Targets from the above Session when Met” is unchecked, then the targets will maintain on the Session according to the Criteria.

    • In this situation, if users want the target to be automatically removed when the criteria are met, this should be set up in the Criteria under “Progress To” where appropriate. 

Things to keep in mind when setting up Auto-progression:

  • Auto-progression cannot be set in a Library template, but only in an established client Learning Tree. 

  • “Mark as goal mastered” can be set up in a Criteria & Prompting template. 

  • New targets in acquisition will appear with a blue icon next to it. Mastered targets will have a green icon. 

  • Mastered targets can be removed from the Session. However, keep in mind that this WILL override post-intervention criteria. 

    • If maintenance is included in criterion, “Remove from Session” should be left unchecked. Targets with a maintenance criteria can be removed from session by setting the maintenance criteria “Progress to” section to “Remove from all sessions”.

  • Goals Auto progress in a linear order (e.g., Targets 1-5 on Session, if third mastered, 6th will be added).

  • A Session must be created before setting up auto-progression, or auto-progression settings will not save.

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

To set up forward/backward chain task analysis:

  1. Select Target Branch
  2. Click the  Edit tab
  3. Select Task Analysis
  4. Enter steps in terminal order (e.g. Step 1, step 2, step 3, etc). Start by selecting New Criteria

    • Add the first prompt and then click Save & Add More

    • Repeat the step above for the second, third, and additional prompts onwards.
    • Add the final prompt and click Save & Continue

    • Establish mastery criterion
      • It is recommended to set this up across data points to ensure prompt fading within sessions
    •  Select Generate Criteria
    • Change the baseline to Less than or equal to

      • Criterion to intervene
  5. Leave Count Prompts as Negative unchecked
    • For Systematic Prompt Fading (Backward/Forward Chains), the single prompt on the phase must be counted as correct.
  6. 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

Please note:

  • In forward/backward chains, the current step on the data will be bolded

    • In whole chains, all steps are bold
  • Only the current step counts toward advancement criterion
  • In backward chains, the current step will count “Independent” & “Full Physical” as correct, and untrained have all prompts
  • 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

Learn / Clinical / Learning Trees Whole Chain Task Analysis

To set up Whole Chain Task Analysis:

  1. Navigate to the  Learn module, select Clinical, and then Learning Trees 
  2. Click the Learning Tree you want to edit
  3. Click the target on the left-hand side Tree View panel
  4. Click the pencil icon on the right-hand side to edit

5. Scroll down to the Data Collection Details section

6. Click the Data Type drop-down and select Task Analysis

7. Task Name: enter the step name, and click the + icon on the right-hand side. Continue to add as many steps as necessary

  • Use the arrows next to each step to put them in the terminal sequence order

8. Chaining Method: defaulted to Whole

9. Scroll down to Criteria and Prompting Setting, click Import Template, and choose your physical criterion

10. Click the checkbox to Count prompts as – (negative)

11. Click 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

12. If this feature is utilized, the box must be unchecked for systematic prompt fading within Task Analysis

13. Click Save as a Draft

14. You will be redirected back to the main Learning Tree, and the target will be saved in draft mode. Click the D (draft mode) to Make Branch Active or click Make Active

Learn / Clinical / Learning Trees Navigating a Learning Tree and Clinical Tabs

  • Contact Learning Tree Display (Binder View)

    • Percentage of Long Term Goals Mastered
    • Percentage of Short Term Goals Mastered
    • Goals Met Since Start
    • Goals in Progress 
    • Last Goal Mastered
  • Arrows allow advancement through a learning tree’s branches (for data analysis)
    • Home button returns user to Binder Level (also by clicking binder name)
    • Dots  advance a user through branches (without opening up folders)
  • Comment Tab

    • Clinicians may write notes for therapists (appear on data sheet)
    • Technicians may write notes for Clinicians (appear in learning tree)
    • New comment not marked as seen will be included in notifications for 7 days
    • Comments from Targets display on corresponding Long Term Goals and Short Term Goals
  •   Edit Tab  
    • Modify Branch Titles & Description
    • Modify Data Collection Details (Until the branch is live; one data point)
    • (Optional) Attach Instructional Notes to Short Term Goals
    • (Optional) Establish Auto Progression on Short Term Goals
  • +Add a Branch Tab 
    • Cumulative
    • Data Collection
    • Resource
    • Library
  • A branch with a “bullseye” indicates that branch is a goal. Goal branches allow you to add Criteria & Prompting, goal statuses, keep track of important dates, and can be pulled into reports. Click here to learn how to make a branch a goal branch.
  • Data History Tab
     

    • View raw data entered in learning tree and from a data sheet
  • Add Data Tab

    • Entry of archival/corrective data points
    • Entry of Single Phase Changes
    • Entry of Single Event Lines
    • Entry of Goals (Aim Star)
  • Goal Tab
    • Not Active
    • In Progress
    • On Hold (can be automated using criterion)
    • Met (can be automated using criterion)
    • Discontinued
  • Domain (Allows Coding of Skill Acquisition or Behavior)

    • Goals Coded as Behavior Reduction Categories 
  • Function Drop-Down

    • Automatic Positive
    • Automatic Negative
    • Social Positive
    • Social Negative
    • Attention
    • Escape/Delay
    • Tangible 
    • Edible
    • Sensory
    • Self-Stimulatory
  • Type (Identifies Tier Type)
  • Responsibility (Identifies Responsible Party for Taking Data)
  • Date Initiated (Automated based on first data point)
  • Date Met (Can be automated using criterion)
  • Manually adjust above options in bulk on Long Term Goals & Short Term Goals

Learn / Clinical / Learning Trees Archiving Branches and Learning Trees

Learning trees and branches can be archived and unarchived. Client goals and learning tree program books are medical records, and therefore cannot be deleted from CentralReach.

To archive/unarchive learning tree goals or branches:

  1. Navigate to the  Learn module, select Clinical, and Learning Trees
  2. Click the name of the learning tree you want to edit
  3. To archive a goal or a branch:
    • Click a branch in the learning tree
    • 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
      • When branches are archived, goals in that branch are removed from the data sheet
  4. To unarchive a goal or a branch:
    • Click the  Tree Options icon on the top left-hand 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
    • Click the archived branch, and then click the Make Active button, to reactivate the branch and to collect data
    • If you do not want to reactivate the branch, hide it from the learning tree, by clicking the  Tree Options icon on the top left-hand 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 Learning Trees
  2. To archive a learning tree:
    • Click the name of the learning tree to archive
    • Click the  Tree Options icon on the top left-hand side of the learning tree, and select Archive Learning Tree
    • Click Yes in the Confirm pop-up
  3. To unarchive a learning tree:
    • Expand the left Options & Filter panel by clicking the icon on the top left-hand side of the screen
    • Click the Filters tab
    • Click  Basics
    • Under Status, click Archived, to filter all archived learning trees
    • Click the learning tree you want unarchived
    • Click Make Active
    • In the Update Status, If you want all of 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
    • The tree status will be updated to Active and can be accessed via the learning tree grid

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 Learning Trees
  2. Click the name of the learning tree you want 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

  • Or, search for goals entering keywords in the search bar

6. Click the checkbox  next to each long term, short term, or target branch you want 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 of 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 of 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-hand side of the search bar to access more goals

8. Click Add Selected

9. Refresh the page to view the new goals added to the learning tree

Learn / Clinical / Learning Trees Creating a Contact Learning Tree

Contact learning trees are client-specific programming books pulled from library templates, created manually, or both. Clinical teams can collaborate on individual client programming.

To create a client contact learning tree:

  1. Navigate to the Learn module, select Clinical, and then Learning Trees
  2. Click + Add New on the right-hand side
  3. Create a learning tree
    • Title: enter the name of the client book (e.g. Sabin Figaro Program Book vs. SaFi Program book)
    • Type: select Contact Learning Tree
    • Assigned to: enter the name of the client the learning tree is being assigned to
    • Click Create Learning Tree
  4. Users will be redirected to the  Learning Tree Settings
    • These settings can also be accessed by clicking the gear icon on the left-hand side
  5. In the “Sharing & Access tab,” enter the name of the users who are already connected to the client and click Share to share the learning tree

    • In the “Users with access” section, click one of the following:
      • Read-only: the user can view the learning tree, but not modify it. Clients are defaulted to read-only. It is recommended to leave clients at this default, so that they are unable to modify the template and the programs developed by the clinician
      • Can edit: the user can edit and modify the learning tree
  6. The trash can icon: removes the user’s access to the learning Tree
  7. Click Close

Click here to add goals to the learning tree from library templates.
Click here to add branches manually.

Learn / Clinical / Learning Trees Adding Branches and Branch Types to a Learning Tree

To add branches to a learning tree: 

  1. For the initial branch, click + Add Your First Branch on the left-hand side
  2. Complete the “Add a Branch” sidebar
  3. Click Save as a Draft
  4. Click the + on the right-hand side to add more branches

Please note, sessions have a branch limit of 75 active targets. This limit prevents any potential glitches or errors that could negatively impact data collection integrity. Once reached, a warning will prompt, preventing users from adding additional branches. To exceed the limit, it is recommended to split session sheets for things such as “Active Skill acquisition” and “Maintenance targets.”

To activate branches and branch types to a learning tree:

  1. Navigate to the Learn module, select Clinical, and then Learning Trees
  2. Select a learning tree that is in “Draft” mode
    • Under the “Status” column, the learning tree will have an orange “Draft” icon
  3. Click D next to a branch with an action item (incomplete programming)
    • The template binder and initial branches are defaulted to draft mode
    • Any branch in D” cannot be:
      • Ported into subsequent templates or client books
      • Copied or bulk copied
  4. Click Make Active to activate the branch
    • If the branch has child branches, click either Yes, change all Branches or No, this branch only in the “Update Status” pop-up
  5. To return the branch to draft mode, click Branch Options and then Change to Draft

Click here to learn more about the different branch types.

Learn / Clinical / Learning Trees Graph Analysis Learning Opportunities Per Date

Users subscribed to CentralReach’s Advanced Graphing and Analytics premium feature, have access to the Learning Opportunities per Date graph feature.

To view the Learning Opportunities per Date graph:

  1. Navigate to the  Learn module and select Clinical
  2. Select Learning Trees and then click the client learning tree
  3. Click the gear icon on top of the left-hand side panel for Learning Tree Options 
  4. Select Graph Analysis
  5. On the right-hand side panel, click Chart Type, and select Learning Opportunities Per Date

  6. The Learning Opportunities Per Date graph will be displayed, with the list of learning opportunities for all of the programs in the learning tree/book per date, including all providers who have graphed data for each date of service
  7. Click the checkboxes on the left-hand side panel:
    • Show gridlines: to add gridlines to the chart
    • Show data label: to add the values to each date data point
    • Show by Provider: to add a data series for each provider. This graph allows you to compare providers, view each provider’s shift opportunities and all the providers that have taken data for the client. Providers can be toggled on and off under the graph
  8. To print or download your Learning Opportunities per date graph, click the Chart context menu icon, on the top right corner within the chart

Learn / Clinical / Learning Trees Learning Opportunities and Trials to Criterion in Learn

Many clinical users analyze programs and progress of goals by looking at learning opportunities per session, or learning opportunities per day. Many users also assess progress of learners by accessing the trials that helped reach criterion in a given skill.

Learning Opportunities are calculated in the following ways:

  • Percent correct: 1 learning opportunity for each trial scored. Trials not scored are not counted
  • Percent independent: 1 learning opportunity for each trial scored. Trials not scored are not counted
  • Task Analysis: 1 learning opportunity for each scored step. Steps skipped or not scored are not a learning opportunity
  • Rating Scale: 1 learning opportunity for each graphed entry
  • Score: 1 learning opportunity for each graphed entry
  • Frequency: the number of learning opportunities matches the graphed entry. If 15 are graphed, 15 learning opportunities occurred. If they are not counted as behavior reduction
  • Time sampling: Each interval scored and graphed is a learning opportunity. Nothing tagged behavior reduction will count

Please note, as described above, any branch labeledBehavior Reduction” domain in theGoal” tab of the branch, will not be counted towards the overall learning opportunity number. Trials to Mastery in Learn is calculated by the amount of learning opportunities before being either manually labeled MET by a user, or by meeting MET status via criterion settings. However, branches in “Maintenance” mode will count towards the overall number of learning opportunities.

To find the learning opportunities in Session Summary:

  1. Navigate to the Learn module, select > Clinical, and click Sessions
  2. Click the clock icon on the right-hand side to visit the Session Summary
  3. Click the stretch icon to expand the session

  4. Click Show next to “Learning Opportunities Per Session” to calculate the learning opportunities

The “Learning Opportunities Per Session” section displays:

  • The total learning opportunities for that session
  • The total opportunities per provider, if more than one provider collected data during the session
    • For example, if the session has a total of 50 opportunities, the system will display 50 for a single employee. For multiple employees, the system will display various amounts for each provider that will total to 50. 
  • The total opportunities per hour, which is based on the main session timer

To find information about learning opportunities and trials to criterion in data entry history in a learning tree:

  1. Navigate to the Learn module, select > Clinical, and click Learning Trees
  2. Select a learning tree and then a branch 
  3. Click Data History on the right-hand side
  4. The “Learning Opportunities Per Data Point” displays the total learning opportunities for the program to-date, the total number of data points to determine the average number of learning opportunities per data point, and learning opportunities to Criteria Met.

    • Please note, if the goal has not been met, “N/A” will display.

Learning Opportunities per Date

Users subscribed to the Premium Feature: Advanced Graphing and Analytics, will find an additional graph in their Graph Analysis Tab.

  1. In the learning tree, navigate to Tree Options on the left-hand side and click Graph Analysis
  2. Select Learning Opportunities Per Date in the Chart Type drop-down

  3. The graph will list the total learning opportunities for the goal/branch in view

    • The graph can include any provider who has graphed data for that date of service. On the right-hand side, click the Show gridlines and/or Show data labels checkboxes.
    • Click Show by Provider to compare the providers on the case and how many opportunities they are getting per shift. Find all of the providers on the case that have taken data for this client and click the toggles for each provider under the graph

Learn / Clinical / Learning Trees How to Create and use Organizational Criterion and Prompt Settings

Organizations can set up company wide templates for prompting hierarchies and criterion settings. These templates can save time by automating agency standards for baseline procedures, prompting hierarchies, and criterion for mastery. With this feature, clinicians do not have to create criteria on each individual data collection branch. They can simply import the pre-made template. This saves time and reduces the opportunity for error.

To begin, the organization should assign users that can create and manage these templates. Users will need “Learn Manager” permissions, click here to learn how to assign those permissions.

To create a template:

  1. Navigate to the Learn module, select Settings, and Criteria and Prompting
  2. You will be brought to a folder of any stored templates. Previously created templates can be edited from this view
    • Or, click +ADD NEW to make a new template

4. Name your criterion. For example, “80% mastery across 3 days” helps the end user identify the specific mastery criterion of the template

5. Write a description. Put a brief description to help the end user know they are selecting the right template. These descriptions will appear when the end user is selecting a template to use

6. Click Save

7. Create Phase Buckets and establish criterion within Phases. Choose Criteria Types:

  • Hierarchal: a goal that automatically progresses to a different phase, such as Baseline, Intervention, and Generalization, based on a given criteria of mastery
  • Maintenance: a special category in a phase hierarchy that allows the user to set intermittent data collection of a mastered goal, such as once every 5 sessions

8. For Criteria Type: Maintenance

  • Sessions: establish a number of times a goal skips a session data sheet (E.g. Available every 5th session)

9. Click Add Criteria

10. Click on each Phase Bucket to edit the criteria

11. Prompting Strategies/Custom Fields establish prompt buttons for data entry. It is suggested to enter as “Most to Least,” (E.g. Full Verbal, Partial Verbal, Phonemic, etc). Type in a prompt name to add custom prompts, or choose from the list

12. Auto-Label is used to flag advancement/regression for filtering

  • Premium feature: Agency Auditing Course

13. Click the + on the right-hand side of each Phase bucket to expand the Calculation Type, Criterion Value, Frame Type, and Frame Value, which set criteria for mastery

14. Choose from Additional Options

  • Auto-add phase change lines: automatically creates a phase change line each time a goal moves from one phase to the next. Upon choosing this option, you will be asked if you want to use the current phase label, such as Intervention, or create a custom label
  • Hold Goal: the branch will be placed on hold if met. This will turn the branch orange in the learning tree and session
  • Require two providers: require evaluated data for success to come from more than one provide as part of the criteria for a goal to be met
  • Mark as goal mastered: automatically marks the goal as mastered if criteria is met

13. Click Save Target

Click here to learn more about creating a template.

Your newly created template will now be visible and editable by:

  1. Navigating to the Learn module, selecting Settings, and Criteria and Prompting

Once a template has been created, it can be used in any learning tree in the network:

1. Navigate to the  Learn module, select Clinical, and Learning Trees

2. Choose the branch of your choice

3. Click the pencil icon on the right-hand side to open up your data collection details of your target, allowing you to complete criteria and prompting settings

3. The user will be given the option to manually enter criteria and prompt settings, or to Select Template. If the user chooses to use a template, all the templates created by the organization (or authorized user) will be available to them. Choosing one of these templates auto-populates the criteria and prompt settings section of the data collection branch, however, the user can still customize the settings to individualize for their client

4. When a phase change occurs, the phase change line will be visible on all data graphs. In the Standard line graph or Standard with Trendline, phase change lines appear as solid black lines

5. In all other data graphs, phase changes will appear as an icon of a square inside of a circle

6. You can view data input and phase change history under the Data History tab on the goal’s branch

7. This is where you can view if a phase change occurred automatically or manually, and edit or delete the phase change line

8. If a phase changed in response to preset criteria, the User will show Auto-generated phase change. If the change occurred due to a manual phase change, the name of the user that executed the change will appear next to the phase change