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Client Progress Reports

Client Progress Reports bring together scored assessment data into a clear, easy-to-read view. A visual trend graph, and a detailed table help you can quickly understand progress while still having access to the full context behind each result.

In this article:

Client Progress Report Overview

Client Progress Report helps you clearly see how a client’s scored assessments are changing over time, all in one place. You can track trends, compare results, and review individual form responses without needing to open each form separately.

Note: this feature is currently in Beta testing and will be released for all users soon.

What you can use it for

Use client progress reports to:

  • Track how a client’s scores change over time
  • Compare multiple calculated scores (such as subscales) within the same assessment
  • Review completed forms in detail when needed

This gives you a quick, structured view of client progress, while still allowing you to dive deeper when required.

Where to find it

  1. Open the client profile
  2. Go to Records > Progress Report

Who can see it

The report is available for any user that can access the client profile and that is either a primary or assigned practitioner or a user with access that has a Clinical access level, or has "Access all Clinical Notes & Forms" permission enabled. 

How the page is structured

The client progress report page has three main areas:

  • Filters (top of the page)
  • Progress Overview graph
  • Assessment Scores table

All three work together to give you a consistent view of the same data.

Filters: Assessment Type and Date Range

At the top of the page, you’ll see two filters that control what data is shown.

Assessment Type

  • Shows only scored form templates (forms with scoring enabled)
  • Starts empty with the placeholder “Assessment Type”
  • You must select an assessment form template before you can click Search
  • Only completed scored forms for that template will be included

Date Range

  • Defaults to the last six months
  • You can adjust the From and To dates
  • Only forms completed within this range are included

How filters work

  • Click Search after making changes
  • The filters apply to both the graph and the table
  • Results refresh across the entire page

Progress Overview: Trend Graph

The Progress Overview section shows a visual timeline of the client’s scores.

Before selecting an assessment

  • A sample (skeleton) graph is displayed
  • This is only a visual example (not real client data)
  • It helps you understand how the graph will look once data is loaded

After selecting an assessment and clicking Search

  • The graph displays real client data
  • Each calculated score appears as a separate line
  • Each point represents one completed form

What you’ll see

  • X-axis: Assessment dates
  • Y-axis: Score values (scaled to your data)
  • Legend: Score types (e.g. Depression, Anxiety)

Hover details

Hover over a point to see:

  • Assessment date
  • Score name
  • Interpretation (e.g. Mild, Moderate, Severe)

If no data matches

  • The graph shows an empty state message
  • No lines are displayed

Assessment Scores Table

Below the graph, the table lists each completed scored form.

What’s included

  • Only forms that match your selected assessment type
  • Only forms within the selected date range

How to read it

  • Each row represents one completed form
  • Columns include:
    • Date (completion date)
    • Version (template version used)
    • Score columns (one per calculated score)
    • Details - View Form (link to view the full form)

    Score columns

    Each score shows:

    • The numeric value
    • Its interpretation (e.g. Mild, Moderate, Severe), often with colour indicators

    Ordering

    • Sorted by most recent first

    If no data matches

    • The table shows an empty state message 'Assessments completed in the selected time period'
    • No rows are displayed

    Important notes:

    • Only forms with scoring enabled appear in the report
    • Draft or incomplete forms are not included
    • The same filters apply to both the graph and the table
    • You can open any form directly from the table to review full responses

    What to expect when there’s no data

    If no forms match your selected filters:

    • The graph will show an empty state message
    • The table will show no rows

    This usually means:

    • The selected assessment hasn’t been used yet, or
    • No forms were completed within the chosen date range

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