Monitor your clients' progress toward their care goals through the portal. Track achievements, identify challenges, and support care planning.

Progress Overview

What Progress Tracking Shows

The portal displays:

Goals from the care plan
Current status of each goal
Progress measurements
Timeline and milestones

How Progress Is Measured

Progress is typically tracked through:

Staff observations
Skill assessments
Measurable outcomes
Goal-specific criteria

Viewing Progress

Progress Dashboard

For each client:

Go to client's profile
Click Progress or Goals tab
View goal summary

Goal List

See all active goals:

Goal description
Target outcome
Current progress
Status indicator

Understanding Goal Status

Status Indicators

Status	Meaning
In Progress	Actively working on goal
On Track	Meeting expected progress
Behind	Slower than expected
Achieved	Goal completed
On Hold	Temporarily paused

Progress Percentage

When shown:

Visual progress bar
Percentage toward goal
Based on measurable criteria
Updated by staff

Goal Details

Clicking a Goal

View detailed information:

Full goal description
Target outcome
Interventions being used
Progress notes
Timeline

Progress History

See how progress has changed:

When goal was set
Progress over time
Key milestones
Current status

Types of Goals

Skill Development

Building new abilities:

Independent living skills
Communication skills
Social skills
Self-care abilities

Maintenance Goals

Maintaining current abilities:

Health maintenance
Routine consistency
Skill retention
Safety awareness

Health Goals

Health-related objectives:

Medication management
Appointment attendance
Health behaviors
Wellness activities

Community Goals

Community integration:

Community participation
Social connections
Employment support
Independent access

Progress Notes

What Notes Show

Staff document progress:

Activities toward goal
Client performance
Challenges encountered
Adjustments made

Reading Progress Notes

Look for:

Specific examples
Measurable observations
Trends over time
Recommendations

Progress Reports

Formal Progress Reports

Periodic summaries include:

All goals reviewed
Progress on each
Recommendations
Future plans

When Reports Are Generated

Typically:

Monthly or quarterly
At care plan reviews
As requested
Per authorization requirements

Downloading Progress Reports

See Downloading Reports

Using Progress Information

For Care Planning

Use progress data to:

Assess if services are effective
Identify needed changes
Plan for transitions
Support authorizations

For Coordination

Progress helps you:

Communicate with families
Coordinate with other providers
Document in case files
Support team planning

Identifying Concerns

Watch for:

Lack of progress
Regression
Unexpected challenges
Pattern changes

When Progress Stalls

Questions to Consider

Are interventions appropriate?
Is service frequency adequate?
Are there new barriers?
Does the goal need adjustment?

Taking Action

If concerned about progress:

Review detailed notes
Contact provider
Discuss with team
Consider care plan changes

Goal Changes

When Goals Are Modified

Goals may change when:

Goal is achieved
Approach needs adjustment
Client needs change
Better method found

Viewing Changes

The portal may show:

Previous goals
When changes occurred
Reason for change
New goals added

Progress vs. Service Notes

What's Different

Progress notes: Focus on goal achievement
Service notes: Document each visit

How They Connect

Service notes contribute to progress:

Daily observations inform progress
Patterns emerge over time
Progress is the bigger picture

Tracking Over Time

Long-Term View

Use historical data to:

See patterns
Measure overall progress
Plan for future
Document success

Comparing Periods

Compare progress across:

Months
Quarters
Care plan periods
Annual reviews

Help Center

Understanding Progress