Daily operations

Objective

Explain how to perform daily tasks for clients, staff, scheduling, and clinical modules without technical implementation details.

What Users Can Do

• Manage clients, parents, and employees.
• Create, edit, and review RBT and BCBA notes.
• Plan activities from Calendar.
• Manage BIP, claims, initial assessment, supervision log, and consent forms.

Operational modules

Clients and parents

• Create, search, review, and update profiles.
• Track case-related information.

Employees and users

• Manage staff and administrative users.
• Review profiles and maintain day-to-day operational data.

Clinical notes (RBT and BCBA)

• Create notes by client or from an appointment.
• Edit existing notes.
• Review history and documentation status.

Calendar

• View clinical schedule and related activities.
• Coordinate follow-up by date and care context.

BIP and assessments

• Review/manage BIP by client.
• Manage initial assessments.
• Review RBT supervision logs.
• Complete and review consent forms.

What BIP is in ABA App

The BIP is the Behavior Intervention Plan. It is the clinical document that defines how a client’s behavior will be addressed.

In ABA App, the BIP module allows teams to create, edit, and track the plan through structured sections/tabs so everyone follows the same clinical guide.

Common functional elements include:

• Observed problem behaviors.
• Functional hypothesis explaining why they happen.
• Behavioral goals to work on.
• Team strategies and interventions.
• Progress measurement and follow-up criteria.
• Actions for risk/crisis situations.
• Family and staff training.
• Transition/fading plan and discharge criteria.

How to use BIP to create a plan

1. Open the client profile.
2. Go to the BIP section.
3. Click Create new plan (or Edit if one already exists).
4. Complete sections in this order:

• Problem behaviors.
• Context and antecedents.
• Hypothesis (why the behavior happens).
• Interventions (what the team will do).
• Safety/crisis.
• Fading and discharge.

5. Save after each block to avoid losing changes.
6. Review full plan consistency before closing.

How to use BIP to create goals

Inside the plan, you will find two goal types:

• Reduction goals: used to decrease problem behaviors.
• Replacement goals: used to teach new functional behaviors.

To create a goal:

1. Click Add goal.
2. Enter the exact target behavior.
3. Define the context where it will be measured.
4. Define a measurable target (percentage, frequency, or duration).
5. Define a timeline (weeks or sessions).
6. Save.

Claims and insurance

• Review claims flow and related traceability.
• Review insurance information for daily operations.

Recommended flow

1. Start on Home to prioritize pending items.
2. Open the client and validate case context.
3. Record daily clinical notes and activities.
4. Update tracking items (BIP, supervision, assessments).
5. Close with review of tickets, claims, or incidents.

Assumptions

• Final button or screen names may vary by version.
• Real workflows may include additional internal clinical compliance validations.