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Track your progress

Learn how to track and celebrate your progress in the client portal.

Updated today

Tracking your progress in therapy helps you reflect on where you started, recognize how far you’ve come, and stay focused on your goals. The client portal supports this process with easy-to-use tools that make monitoring your growth simple and meaningful. This guide walks you through how to use measurement-based features in your client portal to stay motivated and engaged in your therapy journey.


My progress overview


The "My progress" section of your client portal dashboard is designed to help you track and celebrate milestones in your therapy journey. Here, you can review your appointment history, treatment plan, and mental health check-in results.

To begin, log in to the client portal and scroll down to the "My progress" section on your dashboard.

My progress section on the client portal dashboard

1) Appointments

Clicking the πŸ—“οΈ Appointments button opens your appointments dashboard, where you can review your full appointment history and session details. For a more detailed overview of the appointment dashboard, refer to this guide.

2) Treatment plan

Clicking the πŸ“„ Treatment plan button opens your treatment plan details. Use the tabs to view your current goals, past goals, and full goal history.

Detailed view of the client's goal history

3) Check-in data

This section visually displays your check-in and measure results, offering insights into your therapeutic progress and symptom changes over time. Use the toggle to switch between grid and graph views, depending on your preference.

Toggle to switch between graph and grid view of check-in results

🌟 TIP: The accuracy of this section depends on your responses to the measurement-based questionnaires sent by your provider. To ensure meaningful insights, be sure to complete each questionnaire thoughtfully.


Utilize the grid view


The grid view organizes your mental health check-in results in a clear and intuitive way. Use the tips below to better understand your data:

⬇️ Compare check-in results: Each row represents a type of measure (e.g., depression, anxiety), and the columns display your symptom scores over time. Your most recent results are highlighted in lilac, with arrows indicating progress or changes.

Check-in results displayed in a grid format

πŸ“‰ Review overall symptom changes: For a quick snapshot of your progress, click Changes since previous results. This dropdown provides insights into how your symptoms have shifted since your last check-in.

View summary of changes in symptom trends

πŸ“‹ Review details for each check-in:

  • Click on the measure you'd like to explore.

View specific check-in results
  • A detailed view of the questionnaire will open, showing the specific symptoms you're tracking and your response scores.

Mental health check-in results showing responses and scores
  • Scroll to the bottom of the results to learn how your scores are calculated.

Scoring criteria for mental health check-ins

Utilize the graph view


The graph view offers clear visual insights into your progress, making it easier to track changes over time compared to simply reviewing numbers. The interactive feature allows you to click on specific points to view the corresponding check-ins. Here's how to make the most of it:

πŸ“Š Select a measure: Use the buttons above the graph to choose a specific measure. Each category displays a unique dataset based on the questionnaires you’ve completed.

Buttons to view specific measures by type

🎯 Read your score data: Each dot on the graph represents a completed check-in. Click a dot to view the date, your symptom severity score, and how that score compares to your baseline (first check-in) and previous result.

View detailed score results

πŸ”Ž Review the details of each check-in: Click the β€Ί arrow in the text box that appears to open a detailed view of your responses and scores for that check-in.

πŸ” Toggle score visibility: Use the β€œView scores” toggle in the lower-left corner to show or hide numerical scores on the graph.

Toggle to show numerical scores on the graph

πŸ“ˆ Track trends over time: The line connecting the dots shows how your symptoms have changed over time. This visual can help you reflect on your progress and identify patterns to discuss with your provider.


My progress | FAQs


How is the baseline determined? Your baseline score is established using the first set of measures you complete. All future scores are compared to this baseline to help identify changes in your symptoms over time.

What do the arrows mean? Arrows next to your score indicate how your symptoms have changed:

  • πŸ”Ό An upward arrow means an increase in symptoms.

  • πŸ”½ A downward arrow means a decrease in symptoms.

These changes are compared to both your baseline and your previous scores.

Are these scores shared with my provider? Yes. Your provider reviews this data to help inform your care and track your progress.

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