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Clinical Data Collection

Resources for using Motivity Clinical to create programs and templates, collect data, track progress, and improve clinical outcomes.

259 articles
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.
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.
Data Collection IconsWhen you are running a session and collecting data, there are several icons used. What do these icons mean?

Setting Up Your Organization

This section reviews how to set up the structure of your clinical instance.

Create an Account
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 Members
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
Create Your Account From an Invitation
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
Assign Members to Learners (Create a Team)
Unified Login Across Practice Management and Clinical Modules - Help Articles
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

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 Templates
Making Text Bold or Italicized
Session Note History
Editing Contents of Signed Session Notes
Display billing units in session notes
Create Learner Session Note
Enhanced Note Permissions
Content of Downloaded Notes
Editing Note Template Fields with Checkboxes, Radio Buttons, and Drop-Down Menus
Creating Note and Report Templates in Motivity
CASP Session Note Templates
Motivity Alerts You of Certain Conditions through Color
Configuring Targets Import In Session Notes
Filtering Pending Notes
Setting up Session Note Approval Workflow
Pending Notes
Adding Learner, Member, and Organization Profile Information into a Note Template
Creating Filtered Subsections in Notes
Accessing Session Notes
Drawn Signatures
Geolocation on Notes
Capturing Parent/Caregiver Signatures on Session Notes
Note Types
Label-based Session note permissions
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.

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
Y-Axis Options
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 Graphs
How To Fix a Graph When a Target Was Set up Incorrectly
Tracking Target Progress During Sessions