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ABA & Therapy Practice Management

Keep sessions delivered, documented, and billable — therapists work their day and write progress notes on the spot, BCBAs manage treatment plans and goals, schedulers keep the calendar full, authorizations get tracked before units run out, and families follow along from their own portal.

Use this template Open the live demo (opens in a new tab)
Categories
ABA, Healthcare, Scheduling
Includes
6 roles, 14 tables, 25 workflows

Describe your version of ABA & Therapy Practice Management — we’ll build it now.

Start from this template, or describe your own version and Tadabase AI builds that instead.

Plain English. It asks follow-up questions like a real developer.

aba-therapy-practice-management-5a94fa.tada.app
Clinic overview — authorizations and utilization
Clinic overview — authorizations and utilization
aba-therapy-practice-management-5a94fa.tada.app
Scheduling and appointments
Scheduling and appointments
aba-therapy-practice-management-5a94fa.tada.app
Therapist — my day
Therapist — my day

What’s inside.

Everything here installs with the template, running on the same backend as every Tadabase app.

6 user roles
Clinic Admin, BCBA, Therapist, Scheduler, Guardian, Referral Form (public)
14 data tables
Clients, Authorizations, Appointments, Sessions, Treatment Plans, Goals, Progress Notes, Billing Claims
25 workflows
Booking validation, authorization renewal alerts, no-show sweep, billing export
11 email templates
Session, authorization and guardian notices, branded
4 AI agents
Note Compliance Reviewer, Renewal Packet Drafter, Parent Progress Summarizer, Schedule Gap & Burn Assistant
Sample data
Demo users for every role + seeded clients, sessions and plans — optional at install
Security
Row-level security on every table

The data model, drawn.

14 tables and 48 relationships, with row-level security on all 14. Real tables with real fields, not a mock-up.

Data model of the ABA & Therapy Practice Management template 14 tables and 48 relationships; 13 tables link to Clinics. The complete list of tables and relationships follows the drawing. Clinics 5 fields, 13 tables link here 13 tables link to Clinics Therapists 9 fields Links to Clinics Clients 14 fields Links to Clinics Guardians 8 fields Links to Clinics Payers 4 fields Links to Clinics Payer Rates 6 fields Links to Clinics Authorizations 16 fields Links to Clinics Appointments 11 fields Links to Clinics Sessions 20 fields Links to Clinics Treatment Plans 14 fields Links to Clinics Goals 10 fields Links to Clinics Progress Notes 17 fields, links to itself Links to Clinics Billing Claims 13 fields Links to Clinics Audit Log 7 fields Links to Clinics Assigned BCBA, Assigned therapists Assigned BCBA +1 Guardians Primary payer Children Payer Assigned BCBA, Assigned therapists Assigned BCBA +1 Client Payer Guardians Client Therapist Assigned BCBA, Therapist, Supervised RBT Assigned BCBA +2 Client Appointment Authorization Assigned BCBA, Authoring BCBA Assigned BCBA +1 Guardians Client Client Guardians Treatment plan Client Therapist, Assigned BCBA Session Goals addressed Client Payer Sessions
Relationship, from the linking table to the one it points at Row-level security on (14 of 14) Links to Clinics (13 tables) Hover or focus a table to name its relationships.

  1. Clinics 5 fields, row-level security on

    Referenced by other tables

  2. Audit Log 7 fields, row-level security on

    Links to Clinics (Clinic)

  3. Therapists 9 fields, row-level security on

    Links to Clinics (Clinic)

  4. Guardians 8 fields, row-level security on

    Links to Clinics (Clinic), Clients (Children)

  5. Payers 4 fields, row-level security on

    Links to Clinics (Clinic)

  6. Clients 14 fields, row-level security on

    Links to Clinics (Clinic), Therapists (Assigned BCBA), Therapists (Assigned therapists), Guardians (Guardians), Payers (Primary payer)

  7. Payer Rates 6 fields, row-level security on

    Links to Clinics (Clinic), Payers (Payer)

  8. Authorizations 16 fields, row-level security on

    Links to Clinics (Clinic), Therapists (Assigned BCBA), Therapists (Assigned therapists), Clients (Client), Payers (Payer)

  9. Appointments 11 fields, row-level security on

    Links to Clinics (Clinic), Guardians (Guardians), Clients (Client), Therapists (Therapist)

  10. Treatment Plans 14 fields, row-level security on

    Links to Clinics (Clinic), Therapists (Assigned BCBA), Guardians (Guardians), Clients (Client), Therapists (Authoring BCBA)

  11. Sessions 20 fields, row-level security on

    Links to Clinics (Clinic), Therapists (Assigned BCBA), Clients (Client), Therapists (Therapist), Appointments (Appointment), Authorizations (Authorization), Therapists (Supervised RBT)

  12. Goals 10 fields, row-level security on

    Links to Clinics (Clinic), Clients (Client), Guardians (Guardians), Treatment Plans (Treatment plan)

  13. Billing Claims 13 fields, row-level security on

    Links to Clinics (Clinic), Clients (Client), Payers (Payer), Sessions (Sessions)

  14. Progress Notes 17 fields, row-level security on

    Links to Clinics (Clinic), Clients (Client), Therapists (Therapist), Therapists (Assigned BCBA), Sessions (Session), Goals (Goals addressed)

    Links to itself (Guardians (scope))

Who does what.

Built for ABA and therapy clinics where every session has to be scheduled, authorized, documented, and billed — and every hand-off between those steps is a place to lose money.

Your therapists can

  • Open "my day" and see exactly which clients they're seeing and when
  • Write session progress notes against the client's goals while it's fresh — not at 9pm from memory

Your BCBAs can

  • Build treatment plans and goals, and watch progress accumulate note by note
  • Track authorization utilization so units never run out mid-plan

Your schedulers can

  • Keep the calendar full — book, move, and rebook sessions across clinicians

Your clinic admin can

  • Track billing claims and payers, and see utilization across the whole clinic

Families can

  • Log in to a guardian portal for visit updates on their own child — and nothing else

Authorization tracking, session reminders, and audit logging run automatically underneath. Row-level security scopes Clinic Admin, BCBA, Therapist, Scheduler, and Guardian to exactly what's theirs.

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Make it yours.

Start from this template, or describe your version of it and Tadabase AI builds that instead.

Plain English. It asks follow-up questions like a real developer.

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