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UNITUSTI UPDATE VERSION 7.12 (MARIA EDITION)

HERE ARE THE LATEST AND GREATEST ADDITIONS TO UNITUSTI!

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Assessments Scoring Dashboard

Updates to the Assessment Scoring Dashboard

New name: Assessments Administrative Dashboard

The Assessment Scoring dashboard has gotten some updates including a new name to more accurately reflect its scope and purpose.

- Tabs system: Tabs were added to the assessment dashboard for easy navigation and user experience

- Filter by School: (optional) School districts who utilize the “School” field in the Other Providers tab in the Client profile (location: My Clients), now can filter the clients by school.

- Export tables to Excel and CSV. All tables available in the dashboard can be exported to excel. You can manipulate further the raw data in an excel editor.

Learn more

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New: Virtual Materials Dashboard

A new Dashboard is available to view summary reports for your VM remote sessions! Click here to learn more

Virtual Materials Dashboard

Explore saved VM session summaries for all of the clients associated with your account. Go to “Dashboards” in the main menu menu and click on “Virtual Materials Dashboard”.

Note: this action will close the Virtual Materials Toolset

Learn more

Here are the latest and greatest additions to UnitusTI!

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Zoom Update: Integrating Your Personal Zoom Account in UnitusTI

Where: My Account

The latest enhancement to using Zoom in UnitusTI now allows you to add your personal Zoom account.  Administrators now have the choice of integrating an organizational level Zoom account that will enable all users to add Zoom meetings to UnitusTI calendar events, or, allowing users to sync their own Zoom account to UnitusTI.  

Additional features:

• Subject line of the event in UnitusTI will also be visible in your Zoom account

• Waiting Room and manual approval is active for all Zoom video calls

  View the setup guide by clicking the button below:

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Click here for the complete guide to setting up and using Zoom in your UnitusTI account

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Update to Program List Tabs in Manage Programs

Where: Create Programs/Manage Programs/Client’s Program List Detail page

You asked and we delivered! Now, when working in a Program List tab on the Program List Details page for your client in Manage Programs, you won’t lose your place when using the action icons to view the program history or edit targets and configuration details. UnitusTI will now bring you back to the same tab you were in when you navigate back to it from one of those areas.

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Bulk Merge Program Template Updates (for Marketplace subscription content)

Where: Create Programs/Program Templates

Now, merging update from the authors of the Marketplace program package you’re subscribed to is easier than ever with the “Merge All Updates” button.

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1. Navigate to Create Programs in the main menu and select “Program Templates”. Select the blue “Program Library” button at the top of the Program Templates page.

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2. Program packages you are subscribed to are always at the top of the Program Library page. Select the button “Check for Updates”.

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3. If there are available updates for the selected program package, you will see a list describing each update, as usual, with the option to view or merge in the Actions column. A “Merge All Updates” button has been added to this screen in the top right corner, allowing you to bulk merge updates at one time. Note that this action cannot be undone.

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Other Fixes We Made:

1. Fixed an issue where an Error Exception issue was triggered when trying to access My Account

2. Fixed an issue where the Program List Report/Information Filter not displaying average results when selected for Duration programs

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Have questions or issues to report? Our friendly Support team is standing by! Use the support ticket feature in UnitusTI or with the blue “Support” button at the bottom of this page.

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Here are the latest and greatest additions to UnitusTI!

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Zoom Integration

Where: Center Information and Calendar

We are pleased to announce that the integration of the UnitusTI cloud with Zoom is now complete and you will be able to schedule appointments with your Zoom accounts on the UnitusTI cloud platform. We are thrilled to provide this functionality to assist you in providing remote care to your UnitusTI clients and students.

To get started:

1. Step 1: Administrators should enable the link between the organization’s Zoom account in the new Center Information tab called “Meeting Providers”. Follow the instructions found here.

2. Step 2: Set up calendar events for Zoom sessions

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Refined Time-Based Data Collection with Milliseconds

Duration and Interval data collection types now allow you to choose milliseconds in your target times (see screenshot below):

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Have questions or issues to report? Our friendly Support team is standing by! Use the support ticket feature in UnitusTI or with the blue “Support” button at the bottom of this page.

Here are the latest and greatest additions to UnitusTI!

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New Functionality in Manage Assessment: Unassign an Assessment from your learner (client or student)

Location: Manage Assessment menu area

You can now discontinue, delete or archive assessments that have been assigned to your clients and students from their Manage Assessment page. Changes made in the Manage Assessment area will not affect the assessment template that is in the Assessment List, so you can freely discontinue or remove an assessment from the Manage Assessment area that has been assigned to a student or Client without risk of losing the original assessment template. (Note: to permanently remove an assessment template so that it’s no longer available to assign to any Client, you would need to delete it from the Assessment List)

How:

1. Navigate to Assessment in the main menu and select Manage Assessment

2. Select the Client

3. Locate the assessment you wish to remove from the client

4. Choose the “…” icon in the Actions column and then choose either “Discontinue” or “Delete” (if the current status is ““In Progress”, you will have the option to discontinue or delete. If the current status is “Assign”, you can choose Delete. (see list below for more information about these options)

Discontinuing and reopening an “In Progress” assessment

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New Functionality in Manage Assessment: Assessment Execution Status

Location: Manage Assessment menu area

Assessment life cycle and flow.

Assigned assessments have a life cycle with the following states:

1. ASSIGN: Status of an assessment that has been assigned to a client but not yet executed. Once the assessment has been started (in Run Assessment), the status will change to IN_PROGRESS.

2. IN_PROGRESS: Status of an assigned assessment that has been executed at least once. In Progress assessments can be discontinued, reopened or archived (deleted).

3. ARCHIVE: When an “In Progress” assessment is deleted, it’s status changes to “Archive”. This allows the assessment’s execution history to remain available from the “Assessments” tab. Archived assessments are no longer available in Run Assessment and they cannot be restored to an active status. A new instance of the assessment can be assigned to the client at any time. Important: When the assessment has been archived there is no way to restore it, users can assign the same assessment and it will begin recording data as a different assessment. (Archived assessments can be restored for a fee.)

4. DELETED: Status of an assigned assessment that has been deleted from an assigned Client. A deleted assessment is no longer displayed in the “Assessments” tab of the Client’s Manage Assessments page nor in the Client’s Run Assessment area, however it can be reassigned to the Client at any time from the “Assign Assessment” tab.

5. DISCONTINUED: Assigned assessments can now be discontinued and resumed at a later date with no break in the historical execution data. A discontinued assessment remains in the "Assigned Assessments" tab along with any historical execution data but its execution ability is paused. Prior execution data is stored in the History. The assessment will not appear in the Run Assessment area until it is reopened, which can be done by choosing the “Reopen” option from the Actions column in the Manage Assessment page. Users can reopen and pause an assigned assessment as many times as needed.

Note that the “Status” column for the Assessment List menu area has not changed. The “status” column for that area will continue to show the publication status of an assessment (i.e. Draft or Published).

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Updates to Security Role: “Teacher”

1. The Teacher security role can now use the Program Queue feature to prepare program lists ahead of student sessions. The program queue can be preset with chosen programs and it will also auto populate with programs you’ve started running while you are logged in (it will refresh upon logout). See how the Program Queue works in this short tutorial video: https://youtu.be/guoqlWjQt1A.

2. The Teacher security role can now preview the assessments in the Assessment List to see all the components that are part of the assessment before assigning it to a student (the Introduction, questions, demographic fields, supplemental materials and scoring)

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Have questions or issues to report? Our friendly Support team is standing by! Use the support ticket feature in UnitusTI or with the blue “Support” button at the bottom of this page.

*Note that an email sent out announcing this release incorrectly stated that it was version 7.0. Our apologies for any confusion, this is actually version 6.11!

Latest and Greatest UnitusTI Updates - November 21, 2019

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New Feature! The Assessment Dashboard

As the first stage in our rollout of the highly anticipated "Dashboard" reporting feature, we're pleased to announce that your account has now been enabled with an Assessment Dashboard. You will see a new menu option in your main menu: Dashboard.

The Assessment Dashboard is a reporting tool with 17 preset charts that will automatically populate with data from the assessments that you've assigned and executed with your clients. Snapshots of client and user assignments, assessment status, totals for executions assigned and completed, client progress and a detailed scoring section are just some of the information that is automatically updated for you in handy charts.

The dashboard defaults to show all information, but selecting the data within the charts will filter the Dashboard to reflect information related only to the data selected. Use the "Clear Filter" button to reset the information to the default view again.

Click here to get the Assessment Dashboard Overview and learn more about this new feature.

Note: Assessments are created and managed from the Assessment main menu area. See help videos on creating, assigning and running assessments here.

We look forward to bringing you even more updates to the Dashboard reporting feature, so stay tuned!

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New Fields in the Client Information page/“Medical Details” tab

Now you can include valuable information about medications a client is taking in the client's profile.  To add this information, navigate to Center Clients, select the client and then select the "update account" icon to get to the Client Information page.  Scroll down to the bottom of the page and select the Medical Details tab where you can now enter:

• Medications

• Medication Information

Select the "Save" button (top right corner of the page) and you are all done!

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Update to “Teacher” Security Role

We have discovered a potential security issue within the "Teacher" security role, requiring us to disable the following permissions within that role:

• Permission to add clients (removed)

• Permission to deactivate clients (removed)

If you have assigned this role to users and wish that they continue to have these permissions, you might consider using one of the following roles: Administrator, High Level, Medium Level. 

The updated Security Roles table can be found in our Help Articles page.

Here are the latest and greatest additions to UnitusTI - version 6.10!

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New Security Roles

To better serve the needs of our K-12 educational community, we've added three new roles: Teacher, Paraeducator and Parent. With these three new roles, we hope to give users additional flexibility when assigning permissions.

Tip: If one role isn't enough, assign multiple roles to give your users the permissions they need!

Click here to check out the details in our updated Security Roles Table.

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No More Duplicate Targets

To alleviate confusion and enable you to manage targets with greater clarity, you will no longer be able to save targets that have the same name and description. This will affect targets created in program templates and when adding custom targets in an assigned program. When you try to save a duplicate target, an error message will appear in the top of your UnitusTI workspace to say "You can't add a target with the same name and description". Simply adjust the target name or description to be able to save.

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New Feature: Cloning Targets in Program Templates

A "clone" icon has been added to the Targets section within program templates.  Use it to streamline the target creation process.  The word [COPY] will automatically be populated in the description field to prevent an exact duplicate from being created, however you can write in your own description or change the target name. 

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Update to Materials Target Editor

Adding targets to program templates that use UnitusTI Materials has become more streamlined with the ability to add a target name and description right from the editor screen.

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Adjusting the Time in Time-based Targets

You can now adjust the time setting of your time-based target types right in the program template. In the targets section of your program template, when either selecting an existing target name, or adding a new target, sliders will display that you can use to select the time value in hours, minutes and seconds. 

Note: this is for program templates with a Target Type of TIME.

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Have questions or issues to report? Our friendly Support team is standing by! Use the support ticket feature in UnitusTI or email them directly.

Updated confirmation message when removing an assessment from master assessment list

Disabled loading icon in program list report

Here are the latest updates from Mundo Pato and UnitusTI!

If you've ever wished that you could assign specific program lists to specific users, we have great news for you! We are excited to roll out our program list restriction feature, which allows you to designate which users are able to run certain program lists. For example, you may want your client's parent or guardian to be able to run a home program list, but you don't want them to be able to access the lists of programs that are run in center or with an RBT or therapist - the list restriction feature can help you accomplish this. Check out our video tutorial here, and feel free to contact the support team with any questions you may have.

More exciting features are on the way in the coming weeks - stay tuned for more updates!

As always, our support team is standing by to answer any questions you may have - submit a support ticket from within the UnitusTI platform, or email us directly at unitustisupport@mundopato.com

Have a great day!

Good morning!

We are thrilled to announce the release of our long-awaited assessment module!  This complex module will allow you to create your own assessments, map the results and questions to your own programs and generate a suggested list of programs for each client based on their results.  Stay tuned for assessments developed by the authors of your subscribed curriculum!  Attached you'll find a PDF that will answer some of the questions that you might have about what the assessment module can do; please feel free to contact the support team for any other questions that you have about the capability of this exciting new development!

Video tutorials for the assessment module can be found here, as well as linked directly inside UnitusTI.  We look forward to your feedback!

In addition to the exciting news of the assessment module, we are also happy to announce that prompts assignments can now be edited after the program assignment process has been completed!  Check out this new option in the Edit Configuration page for your client's programs.

Additionally, we have increased the character limit in Session Notes to 5000 characters.

We've also added three new prompts to our master prompts list to further enhance your data collection options:

• Indirect Verbal Prompt (IVP)

• 1 Redirection (1R)

• 2 Redirections (2R)

• 3 Redirections (3R)

Good morning!  We are pleased to announce the following updates to UnitusTI:

1. Delete program lists

You can now delete an unused program list right from Manage Programs!  Have a program list that you created in error?  Or a list that is no longer in use?  From Manage Programs, select the program list you wish to delete, then move or delete any programs within it and the option to "Delete Program List" will appear (see screenshot below).  

Once you click "Delete program list", a confirmation popup will appear.  Enter a quick note for your records and click "Yes" to delete the list.

2. New filtering options in Internal Communication and client assignment area:

We've listened to your feedback and added search fields in the following areas of UnitusTI:

• Internal Communication "To" field: Now, when you compose a new Internal Communication message and to select your recipient(s), you will see white search fields at the top of the columns in the Select User screen that you may use to help you search for a User ID or Name more quickly.

Step 1: Go to Internal Communication (in My Workspace), select the red circle to compose a new message), then select the blue "Select" button next to the "To" field:

Step 2: Enter search terms in one of the white fields located under the column headers "User ID" and "Name" to narrow your search results

• Assigning clients to users: Search boxes have been added to the Name and Last Name columns in the Assign Clients area (see screenshot below). Type in a name or last name in the respective fields to find them more quickly!

3. Confirmation to delete an additional field in a program template:

A confirmation window will now pop up when you select the trash can icon next to an additional field that you have created (see screenshot below).

4. Other additions and fixes:

• Increased file sizes in session notes and program templates: Now, you can upload a file as big as 15 megabytes when attaching files to your session notes and up to 30 megabytes when uploading a file to the Supplemental Information section of your program templates.

• Logo area resized

• Fixed an issue with exporting the Program List Report to Excel

• Fixed an issue where user names were duplicated in the Daily Program Report and Program Implementation Record report

Here are the latest and greatest updates to UnitusTI:

 

Assigning Users to Clients

We are thrilled to announce that we have heard your requests - you can now assign users to a new client right from the client creation page!  Never again will you enter a new client and save their information, only to wonder why they don't instantly appear in the client list - you can create and assign a client all in the same page!

Once you enter the required information to save a new client, click "Save" at the top of the screen, then scroll down to the tab labeled "Team Members" and select the button labeled "Add Team Members":

Select all applicable users from your current user list, including yourself, and you're ready to start programming for this client!

Our video tutorial "Adding a Center Client" has been updated to include this new feature; check it out here: Adding a Center Client.

Clients can still be assigned to newly created users from the User List page; see our tutorial Client Assignment to see examples of both methods of allowing user access to client information.  If you have questions about this new development, please do not hesitate to reach out to the support team by creating a support ticket from within the UnitusTI application.

Even More Information in the Information Filter

The Information Filter has been updated with an option to include the cumulative percentage of client responding in a given reporting period; this is in addition to our existing capability that allows you to include the average results from that same reporting period!  To add this information to your report, select your specified dates of program execution in the Program List Report for your client, then click over to the Information Filter:

Enable the average results and/or cumulative percentage and click "Apply Filters":

Listed with the information for each program are the calculations that you selected in the filter:

Check out our updated Information Filter tutorial to get the full scoop: Information Filter, and do not hesitate to reach out to the support team with any questions you might have!

Helpful Videos and Tool Tips

Need a refresher on that End Session button?  Wondering how to assign a program with descending duration data collection?  Throughout UnitusTI, we've placed links to related tutorial videos to help you troubleshoot issues and get your questions answered quickly.  Just look for the blue icon with a question mark:

Select a video topic, and the video will launch in a pop-up window right in your browser; no need to navigate to a different webpage to watch the video:

We have also embedded tooltips throughout the UnitusTI platform; hold your mouse over an icon or button to see a description of what that button does:

You can also hover your mouse over various text areas throughout the application to get a little more information about what certain words or phrases mean:

The support team is standing by to answer your questions about these new features, as well as any other questions you may have about the UnitusTI platform.  Please feel free to submit a support ticket from within the UnitusTI application, and one of our support staff will get back to you as soon as possible.

Program Management

We are proud to announce that we have released a highly requested new feature that allows you to move programs between program lists in the Manage Programs page.  With this feature, you can create a list only for mastered or discontinued programs, or move a program from a structured 1:1 environment to a more natural setting for continued practice and generalization.  The possibilities are endless!  The ability to move programs between program lists is available for users with administrative, high level and medium level access.  Check out our video tutorial for this feature here, and be sure to let our support team know if you have any questions.

Elsewhere in the Create Programs section, you'll see the following changes:

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• The list of categories in the Categories Page can now be sorted by name for easy location of a specific category to make edits 
• When deleting a skill category, a pop-up confirmation dialog has been added to prevent the accidental removal of a category

Center Information and User List

• Have you ever mistakenly added a session note to the wrong client's file?  Included in this release is the ability for users with administrative access to remove erroneous session notes in order to protect client confidentiality.  You can watch a brief tutorial on this feature here; the support team is standing by to answer any questions you may have!
• A search feature has been added to the User List page, allowing for easier location of specific user accounts to reset passwords and make updates to the user information:

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• A category designation has been added to the service codes feature; you can now indicate whether a code is related to a service provided, an administrative function, or a client's diagnosis.  An updated service codes video tutorial can be seen here; please do not hesitate to reach out to the support team with any questions!

We have many more exciting new features in the works for the coming months; stay tuned to your email for more updates!  As always, the support team is standing by to answer any questions you may have about the features described above or any areas of UnitusTI.  You can contact the support team by creating a support ticket within the UnitusTI application, or you can email us directly at unitustisupport@mundopato.com

If you've ever wanted to include a video demonstration of a skill in a template for your staff to reference, we have great news!  We've now introduced a video-linking ability for program templates in UnitusTI, which allows you to link to videos hosted on YouTube and play those videos without navigating away from UnitusTI.  Videos can be accessed when reviewing the template in the Program Catalog, as well as when running programs.

The Video Reference option is located in the extra fields drop-down menu in the program template:

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We've created a video tutorial that describes how to add video links to your templates; please do not hesitate to contact the support team with any questions you may have!

Mundo Pato is thrilled to announce some exciting new updates that have been deployed in UnitusTI!  We are always striving to improve functionality for you, our users, and we hope that you will love these new updates as much as we do!  If you have any questions about the features described below, please do not hesitate to contact the support team by creating a support ticket from within UnitusTI.

This is a major release, and while we have done extensive quality assurance testing on the features described below, we are releasing it under beta to ensure a smooth transition to gold status.  This release will remain in beta for the next three months.

On the login page, a "forgot password" button has been added; this feature allows users to request a link to reset their password in the event that they become locked out of their account.  This will save valuable therapeutic time, as staff who are in session will be able to quickly regain access to their UnitusTI accounts without needing to contact a supervisor to unlock the account.  **To use the forgot password feature, users must have a valid email address listed in the email field of their user profile; user profile pages can be updated by administrators or users with the "user manager" security role.

The Program Templates section of UnitusTI is where you'll find the most substantial changes and the ones that we are the most excited to share with you:

• Non-required template fields (subtitle, prerequisites, materials, procedure, and consequence) have been moved to a drop-down menu at the top of the template to create a cleaner look; to add one or more of those fields, click the drop-down and select the fields you want to add.
• Users can now add custom fields to their templates that allow them to give even more information in the template; for example, you might list teaching strategies, tips to remember, generalization suggestions, etc., here.  Up to 10 fields can be added and the fields can be edited at any time.
• "Additional Procedure" has been re-titled to "Supplemental Information"; when creating a new template, the template must be saved before any relevant docs or images can be attached to the template.
• A field for template tags has been added, allowing you to enter keywords about the template that will increase searchability in the program catalog.
• Templates can be deactivated at any time if you'd like to prevent them from being assigned to a client; if a template is deactivated while actively in progress with a client, that program will still appear in their program list and users will still be able to run the program and record data. 
• Templates can be cloned to create exact copies in order to make changes to an existing template (e.g., creating a receptive program that is identical to an expressive one).  Templates tied to your curriculum subscription cannot be edited but can be cloned.  If a subscription template is currently being used with a client and you want to make changes, you have the option to "clone with data", which means that an editable clone will be created and the existing data will "travel" to that new template.  No client data will be lost in this process.

Some relevant video tutorials are linked below; please contact the Support Team with any questions you may have.

• Creating a new program template
• Editing program templates
• Deactivating/reactivating program templates

Program library

Finally, we are happy to introduce to you our Program Library feature, which will allow you to check for and merge updates to templates included in your subscribed curricula.  The Program Library is linked to our Publishing Home platform (beta), which was created as a place for curriculum authors to update their program templates and publish new versions of those templates to the users who have subscribed to the curriculum.  This allows you to ensure that you have the most updated version of a program template to implement in your practice.  Your Program Library can be accessed by clicking "Program Templates" in the main menu of UnitusTI; in your library, you'll see the curricula to which you have subscribed, as well as information about other curricula offered by Mundo Pato.  If you would like to learn more about any of the other curricula that we offer, contact the Support Team and we will be happy to put you in touch with our sales team.

Curricula have been grouped into "Packages"; to see updates for your curriculum, click "Check for updates" in the package information pane.  Within the package information pane, you can review the changes that have been made to each template and choose whether or not you'd like to merge the template.  If you have made edits to a template that is part of a curriculum package, a "clean" copy of that curriculum template has already been added to your account in order for you to receive new versions; any edits that you have made are retained in the original template, now labeled as a custom template in your template catalog.

The integration of the Program Library and Publishing Home features into UnitusTI has been a long process, but one that we believe will offer our users increased functionality in the UnitusTI platform.  We welcome your feedback about this beta release as we work to perfect these features, and the Support Team is standing by to answer your questions.

Here are the latest updates to UnitusTI!  Please read on for some important information regarding your account and program templates:

Program template clone feature:

We are thrilled to be able to release to you a brand new feature in the Program Templates section of UnitusTI: template cloning.  If you have ever wished you make an exact duplicate of an existing program template to use as a skeleton for a new program, this feature is for you.  When you select a template to edit, you’ll now see a button labeled “Clone” in the top right of the screen; clicking this button will create a brand new template that contains the exact same information as the original.  Any additional materials that had been uploaded to the original template will also be transferred to the clone.  Make any changes you would like to the new template, click save, and your newly created template will appear at the end of the program list in your catalog.  A brief demonstration video can be viewed here, and the support team is standing by to answer any questions you might have about this new feature - you can submit a support ticket from within the UnitusTI application, or simply reply to this message.
 

Upcoming program template changes:

The Mundo Pato team is preparing to introduce a major upgrade to the program template functionality in the next few weeks; among other things, you will soon be able to upload multiple additional procedure materials and create custom fields within your templates.  In the coming days, our technical team will be making some modifications to the templates in your account tied to the curricula that you purchased along with your UnitusTI subscription (ASCEND, Verbal Behavior Curriculum, Meet in the Music, etc).  The major changes that will occur in your account are as follows:

• Original curriculum templates that have not been altered or edited in any way will no longer be editable; however, you will be able to clone the template to make changes for your own preferences
• If you have edited an original curriculum template, those changes will remain; however, a “clean copy” will also be added to your UnitusTI account and the template type will be changed to “VBC(Custom)” to denote that it was originally derived from a curriculum template.
• Clean copies of templates will not be editable (again, these restricted templates can be cloned to make changes)
• If an original curriculum template (with no changes) is assigned to a current program execution, that template will be restricted from editing, but users will have the option to clone the template with existing data (see attached screenshot); that is, the template will be cloned and current data linked to a student will be retained and will “travel” to the new template.

These new changes are occurring because curriculum authors will soon be able to make updates to their original curriculum templates, and those updates will be made available to users upon publishing; however, the clean copies are required in order for updates to be received appropriately.

If you would like specific information about which templates in your UnitusTI program catalog will be affected and the changes that will be made, please contact the support team and they can provide that information to you.  Please be assured that no data or changes to templates will be lost in this transition.

Please feel free to contact the support team with any questions or comments that you might have on these new developments; the above-named template changes will take place in your UnitusTI account next week.  We will send a follow-up message to confirm when the changes have taken place.

12/22/16  UnitusTI 5.2

• We have made a small change to our session time-out policy that will keep users logged in to UnitusTI as long as their browser remains open.  In mobile devices, the session will not time out as long as your device is "awake".
• Several new fields have been added to the Client Information page to help make your client records as comprehensive as possible.  See the attached PDF for a list of fields that have been added, as well as their location in the client info page.  None of the new fields are required; please feel free to contact the Support Team with any questions.
• We have made some exciting new improvements to the Program List and Information Filter reports:

In the Program List Report:

• Users can now filter the list by execution date, allowing them to review all programs that were run in a given time frame (up to a year at a time).
• In the Information Filter:
• Users have the option to include both center and client demographic information in the report
• Users can now opt to include the dates of service (generated from calendar events), as well as dates when a session was cancelled
• Program comments can now be hand-selected to appear in the Information Filter report (for example, you might want to omit a program comment that was created when cancelling a partial execution)
• The averages for each program executed within the given time frame can now be included in this report; this total is calculated from all of the scored responses for all targets that were executed within the date range

The Information Filter can still be exported to a PDF, Word doc or Excel sheet; if you plan to add additional comments or edits to the report once it has been exported, we recommend exporting to Excel.  The design team has plans to improve this report further in the coming weeks, so stay tuned for more news and updates!

A video describing the new features of the Information Filter can be viewed here; the Support Team is standing by as always to answer your questions.  You can submit a support ticket from within the UnitusTI application itself, or you can email the team directly at unitustisupport@mundopato.com.

Happy holidays, and a joyous new year!