Progress monitoring visualizations

Purpose

1.1. Provide real-time insight on client progress using automated charts and dashboards.
1.2. Aggregate ABA therapy session data for therapists and supervisors to evaluate outcomes and intervention effectiveness.
1.3. Identify trends in client behaviors, compliance, and skill acquisition with minimal manual input.
1.4. Streamline visual reporting for insurance verification, parent meetings, and clinical review.

Trigger Conditions

2.1. New session data entry or update in EHR or ABA therapy management software.
2.2. Scheduled periodic aggregation (daily, weekly) for all clients.
2.3. Manual request for updated visualization from therapist/supervisor.
2.4. Import of external datasets (CSV, Excel) containing progress information.

Platform Variants

3.1. Google Sheets API
• Feature/Setting: Apps Script triggers on sheet updates to generate charts in dedicated tabs.
3.2. Microsoft Power BI
• Feature/Setting: Real-time dashboards using Power BI REST API; configure dataset push for instant visualization.
3.3. Tableau
• Feature/Setting: Tableau Server REST API scheduled refresh of published workbooks after session uploads.
3.4. Salesforce Health Cloud
• Feature/Setting: Einstein Analytics dashboard auto-update on new outcome record creation via Process Builder.
3.5. Airtable
• Feature/Setting: Automated interfaces using Airtable Apps or scripting block, updating charts upon new row entry.
3.6. Zoho Analytics
• Feature/Setting: Zoho Flow integration auto-syncs ABA data into report visualizations.
3.7. Smartsheet
• Feature/Setting: Bridge workflows to create or update chart widgets in real-time in client sheets.
3.8. RedCap
• Feature/Setting: API-based triggers for automated data import and graphical report creation.
3.9. ClickUp
• Feature/Setting: Automations generate progress charts in dashboards when task statuses change.
3.10. Notion
• Feature/Setting: API updates linked databases and embedded charts for client pages.
3.11. Monday.com
• Feature/Setting: Automations send progress updates to dashboards using chart widgets.
3.12. Jotform
• Feature/Setting: Submission triggers update embedded reports and charts in therapist dashboards.
3.13. Quickbase
• Feature/Setting: Pipelines enable real-time data to feed into visualizations and reports for each client.
3.14. Trello
• Feature/Setting: Power-Ups and Butler configs to update progress graphs when card fields change.
3.15. HubSpot
• Feature/Setting: Custom reports and dashboards reflect new behavioral event entries using workflow triggers.
3.16. SAP Analytics Cloud
• Feature/Setting: Data agent triggers refresh on new imported measurements for instant visualization.
3.17. Grafana
• Feature/Setting: Webhook or datasource triggers refresh ongoing dashboards in response to data updates.
3.18. Domo
• Feature/Setting: Connector auto-ingests new ABA data, charts auto-refresh via scheduled runs.
3.19. Sisense
• Feature/Setting: API integration for embedded analytics with regular injection of session summaries.
3.20. Klipfolio
• Feature/Setting: REST API data source scheduled to pull and visualize changes from backend session logs.

Benefits

4.1. Immediate visual feedback reduces manual reporting and accelerates data-driven decision-making.
4.2. Ability to standardize reporting across therapists, increasing consistency for compliance/audit needs.
4.3. Enhances transparency for parents and supervisors with up-to-date, understandable graphical summaries.
4.4. Enables early detection of progress plateaus or regressions, supporting timely intervention adjustments.
4.5. Scalable to hundreds of clients and sessions, ensuring long-term automation and reporting reliability.