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One monthly progress report per program

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When staff generate a monthly progress update for a client and do not pick one enrollment, the clinic queues one PDF per counseling program. Assessment-only enrollments are skipped. Choosing a specific program still creates a single report for that enrollment.

  1. Start a monthly progress report for the client.
  2. Either leave the program blank (all counseling programs) or pick one enrollment.
  3. Confirm generation.
  • Each counseling program gets its own PDF and library row for that period.
  • If the client only has an assessment enrollment, generation explains that a counseling program is required.