Create an IEP Quarterly Progress Report in Minutes

Generate a Quarterly Progress Report (or progress summary) for IEP

Generate a Quarterly Progress Report (or progress summary) for IEP - MyTherapyWizard help article card

Quarterly IEP progress reports can take hours when you copy data by hand. If you write session notes in MyTherapyWizard, Report Wizard turns the goal data you already collected into a progress report or progress summary in about 20 seconds. It works for school-based therapists and for anyone who needs a progress summary for families, teachers or payers.

Steps

  1. Go to Clinical > Report Wizard and start a new report.
  2. Choose the client and the dates for the reporting period.
  3. Select Progress Report, then choose your audience: School/IEP for strength-based, participation-focused language, Medical/Insurance for medical necessity language, or Parent-Friendly for a short summary families can easily read.
  4. Select the session notes, and any assessments or questionnaires, to include.
  5. Generate the report, then review and edit it. Scores and performance bands come straight from your data; AI only helps with the wording.
  6. E-sign when it is ready. Your signature adds a timestamp and your NPI.

Reports can also be translated into 17 languages for families. Watch the video for a walkthrough.

Built on structured, scored results

MyTherapyWizard is an EMR with clinical protocols built in:

  • Guided Evaluations are scored with structured scoring: the same criteria, rules and performance bands for every client.
  • The plan of care is generated from that evaluation, with goals linked to the baseline.
  • Once the plan of care is active, its goals populate into your session notes. Each goal gets a Goal Performance Index (GPI) that combines accuracy with the support needed, so 70% independent and 70% with maximum assistance score differently. Each session gets a Session Performance Index (SPI), the average of its GPIs.
  • Reports draw from these scored results plus the comments and narratives you wrote. AI only helps with wording. It never changes a score, and you approve every line.

Learn more: Understanding Performance Bands ยท Myth vs. Fact: structured scoring and AI

See other articles in Report Wizard here.