One monthly progress report per program
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What this is for
Section titled “What this is for”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.
- Start a monthly progress report for the client.
- Either leave the program blank (all counseling programs) or pick one enrollment.
- Confirm generation.
What you see after
Section titled “What you see after”- 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.
