Questions answered in this article:
How do I use the advanced smart trees data collection during client sessions?
How do I restart or reset the recorded data, if for instance I incorrectly click the thumbs up and down button?
View the instructional video(s) on this topic below:
Related articles:
- Premium - Set up for advanced data collection
- Premium - Viewing leaf data and comment history
- Setting the leaf status - scheduler
Premium Smart Trees Tip
As a premium user, you can add all leaves of a specific leaf status from the Select All drop-down menu. With goals added to a chart note, you are now ready to start taking data.
Note: The options on the dropdown menu are: All In Progress, All Not Started, All On Hold, All In-Maintenance, or All Mastered.
To remove leaves with a wrong leaf status type chosen, select the Clear All on the same dropdown menu.
Scheduler - Outcome Stage
Notice the Success Criteria icon under each leaf goal of the session. This shows the following:
- Achieved value - the percentage set for a client to meet the level of performance within the session
- Mastery criteria - the number of times set for a client to master a goal (either times in a row or times total)
To start recording data, click either the Record Data button or Laptop icon beside each leaf.
Notice the Record Data modal for all leaf goals will appear.
To add the client's performance, click the Thumbs Up or Thumbs Down icon beside each leaf.
Note: The practitioner can click the thumbs up and down button multiple times depending on the client’s performance during the session. The percentage will be calculated automatically.
To reset the data recorded on the client’s performance, click the Refresh button.
To save the recorded data, click the Save button.
Note: A pop-up notification will show up once the smart tree goals are saved.
Notice the Result Percentage of a client’s performance will appear beside the leaf goal.
Note: The result percentage of a client will only show up if you added data on the task during the therapy session. Depending on the data entered the leaf status will adjust accordingly.
To manually select “mastered” on a leaf goal, click the Leaf Status icon.
Choose and select the Mastered Status on the leaf status dropdown menu.
If required, you can adjust the leaf criteria, by clicking the 3 Vertical Dots button and select Setup from the dropdown menu.
Note: This allows the user to adjust the leaf setup (or goal) without leaving the Scheduler Tab. Read this article for more information, (insert here the article for leaf data/comments or on the above-related articles section).
To save or sign a session event, select either the Save or Sign icon button at the top of the modal.
Note: Keep in mind that once a note is signed you only have 24 hrs to make amendments to it. If you still have something to add to this note you should select save.
