This article will go over report #172 Progress Report.
*This is a monthly report and will populate based on monthly goals. If the goal isn't a monthly goal, then it won't show up on this report.*
Is it best to have the span dates start at the first of the month and end on the last day of a month.
To create monthly goals, go to the Goals/Outcomes section in the Client Information screen and select the appropriate monthly goals for the client.
For documenting monthly progress, go to the How to Document Monthly Progress article.
The last day of each month the monthly goals are seen.
Below is what we populate for the report, the client name, guardian, SSA, span dates, monthly goal, and notes. The last four columns can be populated manually by exporting to Excel.
We also created a CSV file for this report shown below. This file is Excel accessible and has more fields that we don't capture. You will have to add these files on your own.