View Data feature

This help article introduces the View Data feature and how it can be used to monitor progress and update a client's program as they work through their goals.

How to access the View Data feature

To access this feature simply:

1. Click on the client who's data you want to view under the Clients tab
2. Click on the View Data tab
3. Select the Goal Set you want to view from the dropdown menu
4. (optional) Filter the Goal Set by primary domain

What can I do in View Data?

In View Data you can quickly see all relevant information about a client's recent progress against their goals and adjust goals as required based on this data.

From one spot you can:

• View goal data: All the results from the last 8 sessions for each goal
• View goal notes: Read every goal note, grouped by the goal it was logged against
• Star/unstar goals: Adjust which goals are highlighted to the team
• Move target steps up/down: Move the client up a step if they have met your criteria to advance to the next step.
• Update Goal Status: Change any goal status ('Completed', 'Active', 'Draft', or 'Not Achieved').
• Edit a goal: Update the goal (e.g. adding a new intermediary step to a goal with limited progress)

This video demonstrates each of these actions, showing how you can use View Data to very quickly review and adjust programs to help maximise clinical outcomes: