Clinical Data Collection
Resources for using Motivity Clinical to create programs and templates, collect data, track progress, and improve clinical outcomes.
250 articles
Setting Up Your Organization
This section reviews how to set up the structure of your clinical instance.
- Create an AccountThis article walks through how to accept your email invitation to create an account in Motivity.
- Limit Users Ability to Edit Programs in a Specific Library
- Cannot Find Your Email Invitation to Join Motivity?
- Assign Members to Learners (Create a Team)
- Edit a Learner Profile
- Assign Roles to Members/Users
- Accessing Motivity Online Training Courses (in Thinkific)
- Edit Organization Profile
- Submitting a Help Ticket
- Vocabulary: Create and Edit Program Labels for Filtering Programs
- Add Learners
- Setting up Multi-Factor Authentication (MFA)
- Creating a Motivity Icon on a Personal Device
- System and Device Requirements
- Assigning a Role
- Edit your user profile (edit name, username, change password & set up MFA)
- Places of Service
- Getting Started Checklist
- Adding/Inviting MembersLearn how to add a new Member to Motivity’s clinical interface with this step-by-step guide. These instructions are intended for customers who use the clinical interface exclusively.
- Utilizing Learner Types to Collect Data for Staff or Caregivers
- Remove a Member/User from a Team
- How to Change Your Name or Username in Motivity
- Member Not Receiving Email Invitation
- Delete a Member/User
- Data Security and HIPAA
- View Notes Permission Settings
- Ongoing Customer Education with Motivity
- Convert PDF Downloads to Word Doc Format
- Libraries
- Why can't I log in?
- Managing Roles: Learner Permissions
- Add Role to Manage Multi-Factor Authentication (MFA) Across Organization
- Graph With Multiple Measures Not Graphing Correctly
- CEUs With Motivity
- Managing Roles: Permission to add/edit members and roles
- Duration graphs not graphing correctly
- Resetting Your PasswordThis article covers two ways to reset your Motivity password — whether you've been locked out and can't log in, or you're already logged in and want to update your…
- Remove a Member's Role
- Set up users/members
- Profiles Within Motivity
- Changing an Organization's Name
- Adding Credentials
- Setting up Libraries
- Roles & Permission Settings: Best Practice Starting Point
- Permission Definitions
- Logging In and Logging Out (Clinical)
- Delete Member/User Invitation
- Data is not populating into session note
- Change or add a longer organization name
- Motivity is Displaying Military Time on Notes and Session Times
Building Templates and Programs
This reviews how to create basic templates and detailed programs using Motivity's program builder.
- Setting Up Automatic Transitions to "On Hold"
- Configuring Mastery (Overview)
- Interval Data Set Up
- Set a Target to "Already Known", "On Hold" or "Deactivated"
- Setting Up a Program Utilizing A Changing Criterion Design
- Behavior and Skill Acquisition Target Default Settings
- Duration Instrument
- How to change the program type for an active program (changing a target's phase type)
- Key Instruction
- Finding Targets Removed From a Program
- How to Use Motivity's "Procedures and Program Updates" Program
- BACB Trainee Supervision
- Target Interface
- Setting Up Multiple Instruments Per Target
- Setting up Maintenance Targets and/or Phases
- Uniform Targets Generator
- Quick Reference Glossary
- Countdown Timer Instrument
- Average Duration per Opportunity
- View Mastered Targets on a Learner's Profile
- Assigning Programs Across Learners
- Indeterminate Sessions
- Phase Scheduling
- Editing and Updating Programs
- Global & Local Parameters
- How to Add a Phase Change / Intervention Line to One Target
- How to Calculate Rate When Behavior is Not Measured Throughout Entire Session
- Session Types
- Creating a Phase List
- Creating Programs with Multiple Instruments (Task Analysis Example)
- Editing Target Measurement Instruments
- What Does it Mean When I See That a Goal is Not Introduced?
- Rename or edit the name of a program
- Opportunity Outcome - Score and Usage Rules
- Setting the Concurrency to 0 Targets to Avoid a Phase Change Line
- Saving a Phase Progression as a Global Parameter
- Introduction to the Program Builder
- Creating a Program with Multiple Instruments (PEAK Example)
- Phase Types
- Pass-Fail Instrument
- When to Use Linked Parameters
- Program Structure Tips
- Adding Hyperlinks to Programs
- Text Instrument
- Count Instrument
- Using $variables in Motivity - $learner, $target, $he
- Copy and Pasting a Picture/Image Into a Program
- Custom Prompts Instrument
- Assigning and Using Program Templates
- Target Interface - Basic Mode
- Mastery Criteria to Transition after N Sessions
- Program Builder Tour
- Edit Targets in Program Templates
- Integer Instrument
- Instruments: How to Choose a Data Collection Type
- Defining Dosage (Set suggested number of opportunities/trials)
- Using the Info Button to See Who Most Recently Edited a Program and When
- Opportunity Outcome
- Concurrency
- Expected to Be Run Setting in Program Builder
- How to View and Manage Program Drafts
- Mastery Criteria to Transition after N Successful/Failed Opportunities
- Program Mastery - Basic Mode
- How to Set Up Mastery Criteria for Behavior Reduction Targets
- Setting up Mastery- Session Outcome
- Transition Current Templates to Basic Mode
- Setting up Mastery- Transitions
- Acuity: FAQ and TroubleshootingAnswers to the most common questions about Acuity's session metrics and treatment integrity features.
- Prescribed MetricsThis article covers how prescribed metrics are defined, what is included at the session level, and a few special cases to keep in mind.
Session Notes and Progress Reports
This reviews how to build note and report templates and how to use notes and reports in Motivity.
- Cloning a Note
- How to Download or Export Session Notes, Common Notes, & Reports
- Adding Labels to Note TemplatesThis article explains how to label note templates so you can quickly filter your search and find the template you need.
- Making Text Bold or ItalicizedThis article outlines how you can make text bold, italicized or both in both the program builder and the note template builder.
- Session Note HistoryThis article outlines how to see all past versions of a session note that has been rejected in the past
- Editing Contents of Signed Session Notes
- Display billing units in session notes
- Create Learner Session NoteThis article reviews how to create and save a Session Note for a learner after or during a session.
- Enhanced Note PermissionsThis article outlines the different options for note permissions with examples for different roles.
- Content of Downloaded NotesThis article outlines the content of downloaded notes.
- Editing Note Template Fields with Checkboxes, Radio Buttons, and Drop-Down MenusThis article outlines how you can edit fields that utilises lists in the form of Radio Buttons, Drop Downs or Check Boxes.
- Creating Note and Report Templates in Motivity
- CASP Session Note Templates
- Motivity Alerts You of Certain Conditions through ColorThis article outlines how Motivity alerts you of certain conditions using different colors and what different alerts mean.
- Configuring Targets Import for Raw Target Data In Session NotesThis article outlines how you add the Target Imported Field to import raw target data into your session notes and your options for what target information you want included in…
- Setting up Session Note Approval Workflow
- Pending NotesThis article describes where you find pending notes and how you can filter them.
- Adding Learner, Member, and Organization Profile Information into a Note TemplateThis article outlines how you add imported fields into note templates for easy population of information when you create a session note or report.
- Creating Filtered Subsections in NotesThis article outlines how you create filtered subsections in note templates
- Accessing Session Notes
- Drawn SignaturesThis article outlines how to set up drawn signatures in note templates and how to sign a note where drawn signatures are required.
- Geolocation on NotesThis article outlines how toturn on geolocation in note templates and how to sign notes where geolocation is required.
- Capturing Parent/Caregiver Signatures on Session NotesThis article reviews how to capture a parent signature on a session note when required.
- Note Types
- Label-based Session note permissionsThis article outlines how to use labels to limit who can create specifc types of session notes.
- How to Approve or Reject a Session Note
- AIO: How to View and Edit Appointment Details
- Hidden/Internal Note SectionsHidden Note Sections (also called Internal-Only Sections) allows template administrators to mark specific sections of a session note as internal-only. Internal sections are visible inside Motivity Clinical but are excluded…
- Adding Member Credentials to Session NotesLearn how to sync provider credentials from Practice Management into Clinical session notes for clean documentation and payor compliance.
Managing Libraries
This reviews how to create and manage program and note/report template libraries.
- Search Libraries
- Navigating Featured Program Libraries to find Program Templates
- Adding a Clinician to a Library's TeamThis article describes how to add a User to a Library's Team. This allows that User to edit content within the library.
- Copying Programs Between LibrariesThis article reviews how to copy a program from one library to another. This is most useful for Library Curators for content management and clinicians who would like to copy…
- Motivity Library Best PracticesLearn how to set up and manage your Motivity libraries effectively, including best practices for the Template Library, Practice Library, and Organization Program Library.
Data Collection and Graphs
This reviews Motivity's data collection and graphing tools.
- How to Change the Name of an Existing Phase Change Line
- Use Filters to Simplify your Data Collection Interface
- Using the Playlist Feature in Motivity
- Hide Indeterminate Sessions on Graphs
- How to Add Trendlines
- How to use Different Views in Data Collection
- How to resume a previously ended session
- Bulk Entry of Opportunities
- Special Session Type Settings (#daily #playlist)
- Using Interval Targets as Reminders for Direct Care Staff
- Graphing Rate (Toggle Feature)
- Event Lines vs. Phase/Condition Lines
- Exporting Data (Session Note Reports, Note Data, Session Reports, Learner Data)
- View data from a previous session within a session
- See history of a program (when created, library source and who and when last edited)
- Offline Data Collection Workflow
- Viewing Multiple Targets on One Graph (Saved Charts feature)
- Setting Up Parent Accounts in MotivityThis article walks you through how to invite parents and caregivers into Motivity, set up their accounts with the appropriate permissions, and enable them to collect data if needed.
- Bulk Export of Charts
- Start Session/Start Collecting Data
- Closing Sessions
- Hiding Phase Change Lines On Graphs
- Adding Custom Fields to Session Information Export
- Entering a Session In Progress
- View learner details (e.g. programs, teams and historical data)
- Disappearing Data and Connectivity Issues
- Multiple Session Types in Data Collection
- Chart Axis Settings
- End Session Popup: Expected End Time and Zero Count Data
- Split Graph by Staff/Data Collector
- Pinning Targets
- Accessing/Editing Cumulative Graphs
- Print Paper Data Sheet
- Accessing Simulated GraphsThis article outlines how you can look at a graph after running a simulation.
- How To Fix a Graph When a Target Was Set up Incorrectly
- Tracking Target Progress During Sessions
- Enhancements to Session Data Visualization, Metrics, and Program ConfigurationThis article covers four new features released to improve session data visibility, target configuration, and performance metrics. You'll learn how to use the trial progress visualization, configure target intent settings,…
- How to Use Acuity Features in Data CollectionA guide to Acuity's data collection features including docking session metrics, target flags, and the in-app icon guide.
- Data Collection IconsWhen you are running a session and collecting data, there are several icons used. What do these icons mean?
- Trial Count Adherence MetricsTrial Count Adherence metrics give clinicians and supervisors a detailed view of whether data collectors are meeting the minimum recommended number of teaching trials for each goal during a session.
Exporting Data
This reviews how to export various data (i.e. session data, session note data, graphed data, etc).
- Reports Target Import Configuration
- Downloading Graphs in Black and White
- How to Add Assessment Grids or Other Images to Reports
- Report Protocol Import
- Preparing Your Organization to Utilize Reports
- Using the 'Show/Hide' Feature to Customize Reports
- How to Make Changes to Motivity's Report Templates
- Printing Graphs
- Aggregating Data and Calculating Averages from the Graph
- Comparing Exports to Find Sessions Missing Notes
- Motivity Featured Note/Report Template Libraries
- Domains
- Using Motivity Exports to Determine Trial Count
Third Party Integrations
This reviews how to connect to Motivity's third-party partners.
- Aloha Integration Step 1: Initiate Integration
- Aloha Integration Step 2: Link Staff
- Aloha Integration Step 3: Linking Clients and Appointments
- Aloha Integration Step 4: Finding Appointments in Motivity and Linking Session Notes
- Aloha Integration FAQ's
- Aloha Integration: Linking and Unlinking Notes
- Therapy PMS Integration Step 1: Initiate Integration
- Therapy PMS Integration Step 2: Link Staff and Learners
- Therapy PMS Integration Step 2: Link Staff and Learners
- Therapy PMS Integration FAQs
- Therapy PMS Integration: Linking and Unlinking Notes
- Motivity PM Connection: Linking and Unlinking Notes
- Manage Billing Information from MotivityThis article explains how to access your organization's Billing Information in Motivity to pay your invoice through Stripe.
- Motivity PM Connection FAQs
- Motivity PM Connection Step 1: Link Staff and Learners
- Aloha Integration: Linking Your Note After Your Session
- Therapy PMS Integration: Linking Your Note After Your Session
- Motivity PM Connection Step 2: Finding Appointments in Motivity and Linking Session Notes
Managing Learners & Data
Managing Learners & Data
- Using Session Types in Motivity for IOA
- Editing and Deleting Event LinesThis article outlines how to edit and delete existing event lines.
- Editing Existing Phases on a Graph (names, dates, phase types)
- Change Time Stamp of Data
- Export Member Data from your Organization
- Deleting and Merging Phases
- Adding Past Sessions
- Manually change the state of Targets
- Using the Playlist Feature to Collect IOA Data
- Adding Events/ Variable lines to graphs
- Remove a member or user from your organization
- Archiving and Restoring Learners and Libraries
- Bulk Export Across All Learners and Learner Groups
- Manually Transitioning Multiple Targets at Once
- Adding Labels to Learners
- Delete and Edit Past Data
- Editing Past Session Times
- Tracking Staff Performance in Motivity
- Timeline Filter
- Learner Groups
- Session Metrics
- Understanding Learner Access: Individual Teams vs. Learner Groups
- Managing Historical Data When Transitioning to Motivity ClinicalThis article outlines the recommended approaches for preserving clinical data from your legacy data collection system when you transition to Motivity Clinical.
- Handling Reports That Span Two SystemsLearn how to handle clinical reports and authorizations that span two systems when transitioning to Motivity Clinical.
Other Features
Other features within Motivity Clinical