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Setting up Compliance and Symptom Reporting

How to turn on client reporting in the Publish drawer, choose the measures to track, save presets, and review compliance and symptom data.

Written by Cloudia Barr

The Creator was rebuilt in September 2026. Client reporting is now set up in the How step of the Publish drawer rather than on a separate Publish page. See What's New in the Creator for a summary of what changed.

Configuring Compliance and Symptom Reporting

Build your programme in the Creator, then click Publish to open the Publish drawer and go to the How is it delivered? step. Scroll down to Client reporting and click it to open, then turn on the Client reporting toggle.

Turning on client reporting in the How step

Choosing what the client reports

Each measure is made up of three parts. Set them in the Measures row:

  • Measure - what is being tracked: BORG, Borg (6 - 20), Breathlessness, Fatigue, Modified BORG, Pain, RPE, Sleep quality or Wellness.

  • Interval - whether the client reports before or after.

  • Type - how often: every exercise, every session, every day, every week, or once for the programme.

Choosing a measure for the client to report

Click + Add measure to track more than one, and the small x at the start of a row to remove one.

Saving a set of measures as a preset

If you use the same combination regularly, save it as a preset with the + button beside the Reporting preset box. Give it a name, which only you and your team will see. Next time, pick it from the Reporting preset dropdown and the measures are filled in for you.

Selecting or saving a reporting preset

When you are happy, carry on to Review and send and click Publish programme. The programme goes out with symptom tracking switched on.

Client Interaction with Reporting

  • When the client accesses their programme:

  • They will see a Start Session button with an accompanying alert to click the button to begin tracking.

The Start Session prompt in the client app

  • Clients interact with symptom prompts as configured by the clinician:

  • Symptoms are displayed with a visual analogue scale (0-10), ranging from a smiley face (no symptoms) to a frowning face (severe symptoms).

  • Clients can add comments in a dedicated text box.

  • Feedback buttons appear as they progress through the programme.

  • If unable to complete an exercise, clients can click the Skip button, which prevents data from being sent.

  • At the end of the session, clients click Finish Session to submit all feedback and symptom data.

Clinician Review of Compliance and Symptom Data

  • Navigate to the Clients section of Rehab Guru.

  • Use the Reporting Filter on the left-hand menu to narrow down clients based on:

  • Date ranges.

  • Specific symptoms (adjusted via a 0-10 sliding scale).

  • Multiple symptoms for detailed analysis.

Filtering clients by compliance and completion

  • Click View next to a client to see their reporting data.

Viewing Client Reports

  • The overview page displays:

  • A bar graph showing session compliance as a percentage.

  • Line graphs for tracked symptoms, with dates on the x-axis.

A client's compliance and symptom overview

  • For detailed symptom reporting:

  • Click on a specific session date to see:

    • Individual symptom data by exercise.

    • Comments left by the client.

    • Completed repetitions/sets.

Additional Notes

  • All submitted data is visible to the clinician via the reporting dashboard.

  • Clients can view their progress within the Client App in the form of graphs showing activity and symptom trends over time.

  • Only saved or submitted data will be displayed. Skipped exercises will not contribute to compliance metrics.

Symptom data is automatically sent to the client app for self-review, promoting engagement and accountability.

By setting up compliance and symptom tracking, clinicians can better monitor client progress and adjust exercise programmes as needed.

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