Run an ABA practice end to end — scheduling, session notes, treatment plans, authorizations, and billing, with a family portal.

Table · Clinics

The clinic locations your practice operates, each with its own admin contact, so staff, clients, payers and every record below are scoped to the right site.

• 5 fields · 2 recs
• 3 text
• 1 select
• 1 connection

Table · Therapists

Your clinical staff, from BCBAs and BCaBAs to RBTs and licensed therapists, with credentials and expiry dates, linked to their clinic and the user account they log in with.

• 9 fields · 5 recs
• 2 text
• 1 select
• 1 date_time
• 1 email
• 1 phone
• 1 decision_box
• 2 connection

Table · Clients

Every child your clinic serves, with their guardians, assigned BCBA and therapists, primary payer and consent status in one place.

• 14 fields · 12 recs
• 5 text
• 1 date_time
• 1 select
• 1 decision_box
• 1 files
• 5 connection

Table · Guardians

The parents and caregivers behind each client, with contact details and portal access, linked to the children they can see and sign for.

• 8 fields · 5 recs
• 1 text
• 1 select
• 1 email
• 1 phone
• 1 decision_box
• 1 files
• 2 connection

Table · Payers

The insurers and funding sources your clinic bills, referenced by authorizations, billing claims and the rate table for each contract.

• 4 fields · 4 recs
• 2 text
• 1 select
• 1 connection

Table · Payer Rates

Contracted rate per CPT code for each payer, with effective dates, so billing claims price signed sessions at the right amount automatically.

• 6 fields · 7 recs
• 1 select
• 1 currency
• 1 date_time
• 1 decision_box
• 2 connection

Table · Authorizations

Tracks each payer authorization's units and end date so the team can see what is covered before booking and never delivers a session that cannot be billed.

• 16 fields · 13 recs
• 1 text
• 2 select
• 1 number
• 2 date_time
• 1 files
• 1 long_text
• 5 connection
• 1 rollup
• 2 dynamic

Table · Appointments

The scheduler's calendar: every booked slot for a client and therapist, validated for consent, conflicts and active authorization before it stands.

• 11 fields · 15 recs
• 1 text
• 2 date_time
• 3 select
• 1 decision_box
• 4 connection

Table · Sessions

The delivered visit itself, with CPT code, modifiers, units and status, so each session moves cleanly from draft to logged to billed.

• 20 fields · 27 recs
• 1 text
• 2 date_time
• 2 number
• 4 decision_box
• 4 select
• 7 connection

Table · Treatment Plans

The BCBA's plan of care for a client, with review dates and guardian access, so treatment stays current and reviewed on time.

• 14 fields · 10 recs
• 1 text
• 2 long_text
• 2 decision_box
• 2 date_time
• 1 select
• 1 files
• 5 connection

Table · Goals

The measurable targets inside each treatment plan, so progress builds note by note and parents can see how their child is doing.

• 10 fields · 20 recs
• 1 text
• 2 select
• 3 number
• 4 connection

Table · Progress Notes

Session documentation written by the therapist against the client's goals, signed and locked so notes are audit-ready and billable.

• 17 fields · 20 recs
• 2 text
• 3 long_text
• 1 decision_box
• 2 date_time
• 1 files
• 8 connection

Table · Billing Claims

Claim batches built from billable sessions at contracted payer rates, ready for the clearinghouse and tracked through payment.

• 13 fields · 6 recs
• 1 text
• 2 select
• 1 number
• 1 currency
• 2 date_time
• 1 files
• 4 connection
• 1 dynamic

Table · Audit Log

Append-only record of who did what and when across the clinic, written by workflows for compliance review and never edited by hand.

• 7 fields · 34 recs
• 1 date_time
• 2 select
• 1 text
• 1 long_text
• 2 connection

Role · Clinic Admin

Runs the clinic: staff, payers, rates, authorizations, billing exports and the audit log, scoped to their own clinic.

• 2 users

Role · BCBA

Authors treatment plans and goals, supervises a caseload, reviews therapist notes and logs supervision sessions.

• 2 users

Role · Therapist

Delivers sessions to assigned clients and writes and signs progress notes from a phone, with guardian signature capture.

• 2 users

Role · Scheduler

Keeps the calendar full by booking and rebooking appointments, with no access to clinical notes, diagnoses or billing.

• 2 users

Role · Guardian

A parent portal showing only their own children's schedule, plain-language progress and documents, with reschedule requests.

• 2 users

Role · Referral Form (public)

Lets prospective families submit a referral from your website without an account, creating an intake client and guardian automatically.

Workflow · Authorization create

Stamps each new authorization with the client's clinic and caseload so it appears in the right BCBA's and therapist's views from the moment it is created.

• 1 step
• on Authorizations

Workflow · Appointment create

Copies the client's clinic and guardians onto every new appointment so schedulers see it under the right site and families see it in the portal.

• 1 step
• on Appointments

Workflow · Session create

Sets up each new session with the client's clinic and supervising BCBA and applies the correct billing modifier for the therapist's credential.

• 5 steps
• on Sessions

Workflow · Treatment Plan create

Links a new treatment plan to the client's clinic, BCBA and guardians so the right people can see and review it from day one.

• 1 step
• on Treatment Plans

Workflow · W4a Goal create

Inherits the clinic, client and guardians from the parent treatment plan onto each new goal so progress shows up in the family portal.

• 1 step
• on Goals

Workflow · Client assignment re-sync

When a client's BCBA, therapists or guardians change, re-keys their open authorizations, upcoming appointments, sessions, plans and goals to match.

• 5 steps
• on Clients

Workflow · Booking validation + draft session

Stops bad bookings before they happen by checking consent, therapist availability and an active authorization, then drafts the session automatically.

• 6 steps
• on Appointments

Workflow · Progress Note create

Scopes a new progress note to its session and stamps the author, and flags the session as supervision when it is a 97155 visit.

• 2 steps
• on Progress Notes

Workflow · Unit computation and validation

Applies the CMS 8-minute rule to every session so billed units are right, and flags any session where the therapist's count disagrees.

• 3 steps
• on Sessions

Workflow · Overlap validation

Catches a client accidentally booked into two sessions at the same time so overlapping visits never reach billing.

• 2 steps
• on Sessions

Workflow · Note sign and session log

When a therapist signs a note, the session becomes billable, missing guardian signatures are called out and the action is recorded for auditors.

• 1 step
• on Progress Notes

Workflow · W10a Logging guard

Refuses to log a session against an exhausted or expired authorization and tells the therapist why, so unbillable work is never delivered.

• 1 step
• on Sessions

Workflow · Auth decrement and exhaustion

Draws units from the authorization as sessions are logged and alerts the supervising BCBA the moment it runs out.

• 1 step
• on Sessions

Workflow · Audit - client record events

Writes an audit row every time a client record is created or changed so reviewers can see exactly who touched what.

• 1 step
• on Clients

Workflow · Auth renewal scan

Scans daily for authorizations nearly used up or expiring within 30 days and prompts the BCBA to start the renewal early.

• 2 steps
• on Authorizations

Workflow · Billing export

Turns signed, logged sessions into claims at each payer's contracted rate, marks them billed and records the export for audit.

• 4 steps
• on Sessions

Workflow · Appointment reminders

Emails families and therapists the day before each appointment so fewer sessions are missed.

• 2 steps
• on Appointments

Workflow · W15a No-show sweep

Closes out appointments that never happened as no-shows, protects the authorization from being charged and invites the family to rebook.

• 2 steps
• on Appointments

Workflow · Note-due nag

Reminds therapists about sessions still waiting on a signed note so documentation never holds up billing.

• 2 steps
• on Sessions

Workflow · Plan review scan

Warns each BCBA two weeks before a treatment plan's review date and moves the plan into review when the date arrives.

• 4 steps
• on Treatment Plans

Workflow · W17a Credential expiry scan

Gives staff 60 days' notice before a certification lapses so sessions stay billable.

• 2 steps
• on Therapists

Workflow · Portal reschedule request

Routes a parent's reschedule request from the portal straight to the assigned therapist.

• 1 step
• on Appointments

Workflow · Referral intake

Turns a public referral into an intake client with a linked guardian, an intake MRN and consent locked off until it is signed.

• 1 step
• on Clients

Workflow · W1a Clinic admin backlink

Points a clinic's admin contact back at the user whenever a Clinic Admin account is created or updated, keeping the clinic record in sync.

• 1 step
• on Users

Workflow · Denormalization backfill

Nightly repair that fills in missing clinic keys on authorizations, appointments and treatment plans so nothing slips out of its row-level security scope.

• 8 steps
• on Authorizations

Email · Appointment reminder

Reminder: session tomorrow at {{appt_time}}

Email · Auth renewal alert

Authorization {{auth_number}} needs renewal

Email · Progress note due

Progress note outstanding for session {{session_id}}

Email · Billing export ready

Billing export ready: {{claim_count}} claims

Email · No-show alert

Missed session on {{appt_date}}

Email · Plan review due

Treatment plan {{plan_id}} is due for review

Email · Credential expiry

Certification expires {{cert_expiry}}

Email · Reschedule requested

Reschedule requested for {{appt_date}}

Email · New referral received

New referral received

Email · Auth exhausted

Authorization {{auth_number}} is exhausted

Email · Portal invite

Your parent portal is ready

AI agent · Note Compliance Reviewer

Reviews an unsigned progress note for the gaps auditors reject before the therapist signs it.

• 5 tools

AI agent · Renewal Packet Drafter

Drafts the medical-necessity narrative for a reauthorization packet so the BCBA only has to review and edit.

• 5 tools

AI agent · Parent Progress Summarizer

Rewrites goal data as a plain-language update a parent can actually read in the portal.

• 5 tools

AI agent · Schedule Gap and Burn Assistant

Spots authorizations on track to expire with units unused so the scheduler can fill the gaps in time.

• 4 tools

Page · Login

Page · Sign Up

Page · Profile

Page · Sample Page

Relationship

Therapists connects to Clinics through "Clinic".

• Therapists
• Clinics

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Clients connects to Clinics through "Clinic".

• Clients
• Clinics

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Clients connects to Therapists through "Assigned BCBA".

• Clients
• Therapists

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Clients connects to Therapists through "Assigned therapists".

• Clients
• Therapists

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Clients connects to Guardians through "Guardians".

• Clients
• Guardians

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Clients connects to Payers through "Primary payer".

• Clients
• Payers

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Guardians connects to Clinics through "Clinic".

• Guardians
• Clinics

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Guardians connects to Clients through "Children".

• Guardians
• Clients

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Payers connects to Clinics through "Clinic".

• Payers
• Clinics

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Payer Rates connects to Clinics through "Clinic".

• Payer Rates
• Clinics

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Payer Rates connects to Payers through "Payer".

• Payer Rates
• Payers

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Authorizations connects to Clinics through "Clinic".

• Authorizations
• Clinics

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Authorizations connects to Therapists through "Assigned BCBA".

• Authorizations
• Therapists

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Authorizations connects to Therapists through "Assigned therapists".

• Authorizations
• Therapists

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Authorizations connects to Clients through "Client".

• Authorizations
• Clients

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Authorizations connects to Payers through "Payer".

• Authorizations
• Payers

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Appointments connects to Clinics through "Clinic".

• Appointments
• Clinics

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Appointments connects to Guardians through "Guardians".

• Appointments
• Guardians

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Appointments connects to Clients through "Client".

• Appointments
• Clients

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Appointments connects to Therapists through "Therapist".

• Appointments
• Therapists

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Sessions connects to Clinics through "Clinic".

• Sessions
• Clinics

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Sessions connects to Therapists through "Assigned BCBA".

• Sessions
• Therapists

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Sessions connects to Clients through "Client".

• Sessions
• Clients

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Sessions connects to Therapists through "Therapist".

• Sessions
• Therapists

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Sessions connects to Appointments through "Appointment".

• Sessions
• Appointments

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Sessions connects to Authorizations through "Authorization".

• Sessions
• Authorizations

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Sessions connects to Therapists through "Supervised RBT".

• Sessions
• Therapists

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Treatment Plans connects to Clinics through "Clinic".

• Treatment Plans
• Clinics

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Treatment Plans connects to Therapists through "Assigned BCBA".

• Treatment Plans
• Therapists

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Treatment Plans connects to Guardians through "Guardians".

• Treatment Plans
• Guardians

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Treatment Plans connects to Clients through "Client".

• Treatment Plans
• Clients

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Treatment Plans connects to Therapists through "Authoring BCBA".

• Treatment Plans
• Therapists

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Goals connects to Clinics through "Clinic".

• Goals
• Clinics

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Goals connects to Clients through "Client".

• Goals
• Clients

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Goals connects to Guardians through "Guardians".

• Goals
• Guardians

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Goals connects to Treatment Plans through "Treatment plan".

• Goals
• Treatment Plans

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Progress Notes connects to Clinics through "Clinic".

• Progress Notes
• Clinics

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Progress Notes connects to Clients through "Client".

• Progress Notes
• Clients

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Progress Notes connects to Therapists through "Therapist".

• Progress Notes
• Therapists

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Progress Notes connects to Therapists through "Assigned BCBA".

• Progress Notes
• Therapists

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Progress Notes connects to Sessions through "Session".

• Progress Notes
• Sessions

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Progress Notes connects to Goals through "Goals addressed".

• Progress Notes
• Goals

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Progress Notes connects to Progress Notes through "Guardians (scope)".

• Progress Notes
• Progress Notes

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Billing Claims connects to Clinics through "Clinic".

• Billing Claims
• Clinics

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Billing Claims connects to Clients through "Client".

• Billing Claims
• Clients

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Billing Claims connects to Payers through "Payer".

• Billing Claims
• Payers

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Billing Claims connects to Sessions through "Sessions".

• Billing Claims
• Sessions

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Audit Log connects to Clinics through "Clinic".

• Audit Log
• Clinics