Client progress analytics

Purpose

1.1. Automate collection, aggregation, and analysis of client behavioral data.
1.2. Generate real-time visual dashboards for therapists to track client progress and therapy outcomes.
1.3. Automatically detect trends, anomalies, and milestones in behavioral metrics.
1.4. Deliver automated reports to clinicians, supervisors, and caregivers.
1.5. Support compliance for regulatory reporting and insurance submissions.
1.6. Centralize session, incident, and progress data from multi-source entry into a unified reporting suite.

Trigger Conditions

2.1. New session data entry or update in the ABA case management system.
2.2. Scheduled reporting intervals (daily, weekly, monthly).
2.3. Achievement of predefined milestones or thresholds in client progress.
2.4. Manual request by therapist or administrator.
2.5. Integration webhook or API event from external EMR/EHR system.

Platform Variants

3.1. Salesforce Health Cloud
• Feature/Setting: Use Analytics API and custom triggers for automatic report generation.
3.2. Power BI
• Feature/Setting: Configure Power BI REST API to ingest new ABA session data for auto-refresh dashboards.
3.3. Tableau
• Feature/Setting: Tableau Data Extract API — schedule extract refresh upon new progress logs.
3.4. Google Data Studio
• Feature/Setting: Connect with Sheets API to render visualizations on live-calculated progress data.
3.5. Microsoft Dynamics 365
• Feature/Setting: Use Power Automate flows with D365 Data APIs for real-time updates.
3.6. Qlik Sense
• Feature/Setting: Use QRS API to trigger reloads for progress analytics on event.
3.7. AWS QuickSight
• Feature/Setting: Trigger data set refresh via QuickSight API on new therapy data uploads.
3.8. Looker
• Feature/Setting: Looker API for pulling latest ABA therapy logs for auto dashboard generation.
3.9. Klipfolio
• Feature/Setting: Use REST/Connector API for immediate client metric updates.
3.10. Sisense
• Feature/Setting: Sisense REST API — schedule/trigger dashboard update workflows.
3.11. Google Sheets
• Feature/Setting: Sheets API to append new session entries and run Apps Script for analytics.
3.12. Airtable
• Feature/Setting: Automate with Airtable API to add and summarize session outcome records.
3.13. Monday.com
• Feature/Setting: Board automations + API for real-time therapy progress tracking.
3.14. Smartsheet
• Feature/Setting: Smartsheet API for triggering reports on workflow completion.
3.15. Zoho Analytics
• Feature/Setting: Zoho Analytics API — push activity logs to update client progress dashboards.
3.16. HubSpot
• Feature/Setting: Use HubSpot Workflow and Timeline API to automatically log and report behavior events.
3.17. Slack
• Feature/Setting: Slack API to send notifications or interactive progress summaries to channels.
3.18. Notion
• Feature/Setting: Notion API to create or update client progress databases, trigger views.
3.19. RedCap
• Feature/Setting: RedCap API event for scheduled data exports and report triggers.
3.20. Healthie
• Feature/Setting: Healthie API to pull session logs, generate and deliver clinician reports.
3.21. Domo
• Feature/Setting: Domo Data API for streaming ABA data and triggering visual analytics.
3.22. Xero
• Feature/Setting: Xero API for pulling client billing/progress linkage and generating analytical statements.

Benefits

4.1. Eliminates manual data compilation, reducing therapist administrative workload.
4.2. Enables immediate, actionable insight for clinical teams and caregivers.
4.3. Supports evidence-based decision-making, improving therapy quality.
4.4. Enhances regulatory compliance and audit-readiness.
4.5. Strengthens communication with caregivers via transparent progress sharing.
4.6. Scalable for single providers or multi-location ABA practices.