Monitoring a client's progress
We have upgraded our platform. That is why some features might be different than what you were used to. In this series of articles we will discuss the most important changes per topic. This article is about monitoring a client's progress.
Please have a look at the other articles as well and get to know more about the differences between our old and new platforms: The New Platform - for professionals
This is how it worked before
To monitor a client's progress you would go to the Clients page and click on "View Client". You would be shown a timeline and a list of the programs you'd invited the client for. Bij clicking on a program in this list you could view a client's progress and you would be able to check their assignments.
This is how it works now
On the new platform all treatments you have invited your client for are in a care plan. On the Clients page you can select the care plan of the appropriate client by clicking on that client's name. To monitor their progress you click on the name of the treatment.
You are shown a bar in which all steps of the treatment are represented by dots. Under the Content tab you can view the different steps and assignments in detail.
Steps that have not yet been viewed or filled in are displayed in grey in the bar. Under Content a text is displayed with steps that contain an assignment that has not yet been completed: "There are no answers filled in yet".
When a client has viewed certain steps these will be displayed in green in the bar.
A green checkmark will appear next to the step under Content. To view the assignment you click on the name of the step.
You can send a message to your client about the assignment directly from the step. To do this click on "Message your client about this step". You can find this link at the top of the page underneath the name of the treatment.
Read more about the differences between our old and new platforms:
The New Platform - for professionals
Can't find the answer to your question?
Click on the blue Support button to contact us or send us an email via firstname.lastname@example.org of email@example.com
You can also reach us by phone, from Monday to Friday between 9.00 and 17.00h via 020-7712848 for Therapieland or via 020-8545108 for Gezondeboel.
Did you find it helpful? Yes NoSend feedback