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Track Client Progress

  • Aug 13, 2025 1:38 PM UTC
  • Aug 27, 2025 1:11 PM UTC
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Ensora Education Team
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When writing notes, you select the progress that the Client has demonstrated during that session. Follow the steps below to view and track a Client's overall progress.

NOTE: You are only able to view the overall progress of a Client if you use BIRP or PIE notes.

 

  1. Hover over the Managers tab from the navigation bar and select Client Manager from the drop-down. 
  2. Select appropriate Client.
  3. Locate the Notes/Information section of the menu on the left, and click Client Progress. 

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  4. Select the Date Range from the drop-down, then click View Progress.

    Snag_39fb9b70.png
     
  5. A chart will appear based on the note type used for that Client. Use the Progress Key to better understand the data.

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