Generating a Comprehensive Clinical Evaluation Report

Learn how to use the MyTherapyWizard Report Wizard to compile data into professional clinical reports. This guide walks you through selecting specific evaluations and outcome measures to create a detailed analysis suitable for insurance and medical documentation.

Stephanie Wick
13 steps
2 minutes

Mytherapywizard

Click "Report Wizard"

Report Creation

Click Create New Report.

Client and Dates

Choose the start and end dates to tell the app how far to look back for your data. You can use the "last month" or other badges to auto date.

Click "Next: Configure Report"

Report Configuration

Select Full Evaluation Report.

Full Evaluation Report :comprehensive eval Screening Report: for screeners; short and sweet Progress Report: Use for progress summary or quarterly progress reviews. This is when you are making comparison over time. Abbreviated Evaluation: Brief evaluation report Assessment Report: Use just for items marked as "assessments". This is useful when no guided evaluation was performed.

Select your report's target audience.

Medical/Insurance: Use when the report is to be used to establish medical necessity and for authorization submission. School/IEP: Use for public school and IEP providers Parent Friendly: Use for sending home reports to parents when you feel that the other reports may be too overwhelming.

Click "Next: Select Data"

Data Selection

For an initial evaluation, there wouldn't be any appointments or session notes, so I skip these.

Select the evaluation that you want in the report. You should just choose one evaluation for an Evaluation Report.

If any questionnaires were completed within MTW as part of the evaluation data, select them.

Select any assessments that you'd like to add.

You will only see data listed that are within the date ranges you choose and that have been added into MyTherapyWizard.

TIP: To see all of the data available for a client, go into the Clinical>Client tab. Use the badges (questionnaire, assessment, etc) to see what is on file and the date.

Generate the report, edit, save and e-sign when ready. You can download as a .doc and even translate to another language.