BIP RBT Training Plans Tab

1. What does this feature do? (High-Level Overview)

This tab is used to manage staff training and monitoring goals for RBT-related work within the BIP. It helps teams track training progress, move through Short-Term Outcomes (STOs) and Long-Term Outcomes (LTOs), and maintain an organized training plan.

For shared rules that apply across all tabs, see Supporting Notes. To return to the full set, see Index.

2. Who is this for? (Roles & Permissions)

• Users with BIP edit access (manage_bips): Can create, edit, discontinue, and delete RBT Training plans and objectives.
• Users with BIP view access (view_bips): Can review RBT Training plans in read-only mode.

3. Business Rules & Enforcements

• Rule 1: An RBT Training plan requires a name before it can be created.
• Rule 2: Required setup includes the BIP, plan name, category, and status.
• Rule 3: If the plan is discontinued, current progress changes to Discontinued and active objectives are also discontinued.
• Rule 4: Deleting the plan also deletes its objectives.
• Rule 5: The goal does not appear in session notes until at least one STO has an initial date and is marked In Progress.
• Rule 6: The system can automatically advance from one STO to the next when the active STO meets its SMART target.
• Rule 7: When all STOs are mastered, the LTO can move to In Progress.
• Rule 8: Current Progress can be recalculated from weekly progress data.

4. UI Placement

1. Patient Record > BIP
2. RBT Training tab
3. Plan Detail View
4. Objective detail and bulk STO tools

5. How-To Guide (Step-by-Step)

Scenario A: Create a new RBT Training plan

1. Open the patient’s BIP.
2. Select RBT Training.
3. Click Add RBT Training.
4. Enter the required plan information.
5. Save the plan.
6. Open the plan to add Short-Term Outcomes (STOs) and the Long-Term Outcome (LTO).

Scenario B: Work through training objectives

1. Open the plan.
2. Add or review Short-Term Outcomes (STOs) and the Long-Term Outcome (LTO).
3. Update progress over time.
4. Let the system advance objectives as goals are mastered.

6. What happens if…? (Edge Cases / FAQ)

• Q: What happens if the plan has STOs but none is in progress?
  • A: The plan will not appear in session notes until at least one STO has an initial date and is marked In Progress.
• Q: What happens if all STOs are mastered?
  • A: The LTO can move to In Progress and the plan continues to the next stage.
• Q: What happens if the plan is discontinued?
  • A: The plan progress changes to Discontinued and active objectives are also discontinued.

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APPENDIX

Roles to consider

• Superadmin: Has all permissions, including the ability to manage other admins.
• Admin: Full access to all features and settings.
• Owner: Similar to admin, but scoped to their own locations.
• Manager: Access to administrative features but cannot manage other admins.
• RBT/Analyst: Providers who log sessions and view their own data.