our packages
Our consulting packages are designed to ensure quality assurance and provide expertise to your organization. Each package can be customized to meet your specific needs, which we can discuss during an initial consultation. Please refer to the descriptions below to determine which package is best suited for your company’s stage of development:
· Early-stage companies: Ideal for companies in the initial phases of development, typically before they begin servicing clients.
· QA-ready companies: Designed for companies that have started servicing clients and need to train their QA staff in quality control processes.
· Established companies: Suitable for companies that have been in operation for a significant period, already have QA processes in place, and are looking to enhance their clinical and operational resources.
Our consulting packages are designed to ensure quality assurance and provide expertise to your organization. Each package can be customized to meet your specific needs, which we can discuss during an initial consultation. Please refer to the descriptions below to determine which package is best suited for your company’s stage of development:
· Early-stage companies: Ideal for companies in the initial phases of development, typically before they begin servicing clients.
· QA-ready companies: Designed for companies that have started servicing clients and need to train their QA staff in quality control processes.
· Established companies: Suitable for companies that have been in operation for a significant period, already have QA processes in place, and are looking to enhance their clinical and operational resources.
ABA Startup Package
Feeling overwhelmed with the process of starting your own ABA company? Let us help! The ABA Company Startup Package provides you with all the necessary support and resources to navigate these challenges successfully.
This Package Includes:
- Step-by-Step Guide: Detailed instructions for starting an ABA company.
- Training: Training for your first BCBA hire on navigating your data and billing platform and adhering to clinical protocols.
- Guidance: Assistance in selecting the appropriate states and insurance payers.
- Consultation: A 2-hour Zoom session.
- Vendor Resources: Information on third-party vendors, including medical billers, electronic platforms, healthcare attorneys, and CRM platforms.
- Industry Recommendations: Insights and recommendations based on experiences from other clients.
Geared towards:
- ABA Business Owners/ Operators with rudimentary knowledge of the industry can benefit from this package
- Early-Stage Companies
QA Packages
Package 1: Introduction to QA:
Package 2: Initial Treatment Plan / Reassessment Reports:
Package 3: Session Note Templates:
Package 4: QA Document Review Package:
Package 5: Treatment Plan QA Review Package:
Package 6: Session Note QA Review Package
Package 7: Session Note Review Process
Package 8: Program Book QA Review
Package 9: Platform Training Guide
Package 10: Clinical Trainings:
Package 11: Introduction to ABA:
Package 12: Client Intake Forms
Package 13: Provider Intake Forms
Package 14: Structuring ABA Operations:
Package 15: Agency Handbooks
Package 16: Mock and Insurance Audits
Package 17: Goal Banks
Package 18: Treatment Report Clinical Resources:
Package 19: Insurance Clinical Policies
Package 20: Quality Assurance Employee Checks
Package 21: BCBA Supervisor Resources for BCBA Students
Package 1: Introduction to QA:
This package covers the fundamentals of quality assurance, focusing on key components of documentation review. Clinical staff will be trained in how insurance views medical necessity and how to request services and adhere to the components of determining medical necessity.
This Package Includes:
- Introduction to QA Training
- QA Guide- Introduction to QA Reference Tool
- Medical Necessity Training
- QA Guide- Medical Necessity Reference Tool
- 3 Hours of Training
Geared towards:
- Clinical Directors
- Lead BCBAs
- QA Staff
- Operational staff may benefit from participating in the initial training segment.
- Early Stage Companies
- QA-Ready Companies
Package 2: Initial Treatment Plan / Reassessment Reports :
This package includes all necessary templates for treatment plan reports required for initial and ongoing ABA services (detailed below). These templates align with insurance standards, adhering to specifications outlined in clinical guidelines. The package also includes additional templates to support ABA service requests. These templates will be integrated directly into your electronic platform and can be accessed as Word documents. We provide completed samples of each template as references.
This Package Includes:
- Initial Treatment Plan Template
- Concurrent Treatment Plan/Reassessment Report Template
- School Services Request Form
- Single Case Agreement (SCA) Rationale Template
- Mid-Authorization Increase/Change Template
- FAST Behavior Assessment Form
- QABF Behavior Assessment Form
- Discharge Report Template
- Samples of Completed Templates
Geared towards:
- All level employees can benefit from this package
- Early Stage Companies
Package 3: Session Note Templates:
This package includes comprehensive templates for session notes to justify rendered services as per insurance standards. These templates include many automated and preselected options, enabling providers to complete each note quickly and easily. These templates will be directly integrated into your electronic platform and can be accessed as Word documents. This package also includes session note templates for service codes that are not used often (available upon request).
This Package Includes:
- 97151- Assessment Note
- 97153- Direct Care Note
- 97154- Social Skills Group Note
- 97155- Protocol Modification Note and/or Supervision Note
- 97156- Parent Training Note
- H0032/97151- Treatment Planning Note
- Coordination of Care Note and/or Log
- Incident Report
- Sample Session Note of Each Service Type
Geared towards:
- All level employees can benefit from this package
- Early Stage Companies
Package 4: QA Document Review Package:
This package includes a comprehensive review of all existing reports and session note documentation, along with written recommendations for modifications to current templates.
Pricing for this package varies depending on the extent of implementing corrections required. For an additional fee, we offer the service of incorporating these suggested changes into your existing documentation. Please note that meetings related to this package are billed on an hourly basis.
You may customize this package based on your needs.
This package is specifically designed for agencies, ensuring that all existing clinical documentation meets insurance standards.
This Package Includes:
- Review of Treatment Plan Templates and Recommendations
- Review of Session Note Templates and Recommendations
- Changes to the Existing Templates (for an additional fee)
Geared towards:
- Beneficial for all employee levels; clinician involvement recommended for effective implementation.
Recommended for:
- QA-Ready Companies
- Established Companies
Package 5: Treatment Plan QA Review Package:
This add-on bundle complements Package 2 or Package 4, designed for organizations already serving clients who wish to establish a proper quality assurance review system. It focuses on training Treatment Plan QA staff in the standards set by insurance providers, emphasizing the justification of medical necessity and the continuity of ABA treatment in reports. QA staff will also receive guidance on how to give feedback to BCBAs on reports, ensuring that each report meets insurance standards and follows best practices. With quality documentation, providers can effectively track progress and share results with all stakeholders to demonstrate the effectiveness of rendered ABA services. The package includes a variety of resources for both QA staff and BCBAs.
This Package Includes:
- Quality Assurance Treatment Plan Training
- QA Staff Training Tool – How to Write a Treatment Plan for BCBAs
- BCBA’s Guide – How to Write a Treatment Plan
- QA Guide- Initial Treatment Plan QA Checklist
- QA Guide- Reassessment Report QA Checklist
- QA Guide – Background Information
- Call in and Recommendations Template
- BCBA Transfer Form from Initial form to Ongoing Services
- BCBA Transfer Form for Ongoing Services
- 3 Hours of Training
Geared towards:
- QA Treatment Plan Review staff
- Clinical Directors/Lead BCBAs may choose to participate
- Although BCBAs will not take part in the training, they will be provided with resources to assist them in report writing
Recommended For:
- QA-Ready Companies
Package 6: Session Note QA Review Package
This add-on bundle complements Package 3 or Package 4. It assists organizations in understanding the purpose of each service type used in ABA and the essential elements to include in corresponding session notes. QA staff will receive training on the critical components of a note that require review and the guidelines that demand particular attention. This training ensures that all medical records meet professional standards and accurately reflect the events of each session. It’s important to have a dedicated session note QA reviewer or team in your organization to lead and ensure the correct implementation of the training’s insights.
This Package Includes:
- ABA Service Codes Explained Training
- QA and BCBA Guide- Service Code Reference Tool
- BCBA QA Session Note Training
- QA Guide- BCBA Session Note Feedback Form
- Technician QA Session Note Training
- QA Guide-Technician Session Note Feedback Form
- Technician’s Guide to Inputting and Monitoring Data
- 4 Hours of Training
Geared towards:
- QA Session Note Review staff
- QA Director (if applicable)
- Clinical Directors may choose to participate
- Although BCBAs and technicians will not take part in the training, they will be provided with relevant resource
Recommended For:
- QA-Ready Companies
Package 7: Session Note Review Process
This package focuses on structuring session note reviews based on individual needs and preferences.
This Package Includes:
- Session Note Review Process Training
- QA Guide- Session Note Review Process Guide
- QA Guide- Session Note Errors Reference Tool
- Individual Amended Note Template
- Date Range Amended Note Template
- 2 Hours of Training
Geared towards:
- QA Session Note Review staff
- QA Director (if applicable)
- Clinical Operational staff may choose to participate
Recommended For:
- Established Companies
Package 8: Program Book QA Review
This package assists BCBAs in creating, implementing, and maintaining their clients’ program books, utilizing systematic criteria that align with insurance guidelines. QA staff will be trained to properly review a client’s program book, both during the initial set-up and throughout ongoing services. This training empowers BCBAs to maintain their individuality and make clinically informed decisions while abiding by insurance standards.
This Package Includes:
- QA Training – Setting up and Maintaining a Client Program Book
- QA Staff Training Tool – BCBA’s Guide to Conducting Treatment Planning
- BCBA’s Guide – Treatment Planning Reference Tool
- QA Guide- Client Program Book Criteria – Initial Setup
- QA Guide- Client Program Book Criteria – Ongoing Review
- 2 Hours of Training
Geared towards:
- QA Program Book Review staff
- QA Director (if applicable)
- Clinical Directors/Lead BCBAs may choose to participate
- Although BCBAs will not take part in the training, they will be provided with resources to assist them with treatment planning.
Recommended For:
- QA-Ready Companies
Package 9: Platform Training Guide
This package includes easy-to-use training manuals for organizations using Central Reach and Rethink, providing comprehensive support for staff by addressing the main operations necessary for each clinical role.
This training enables both technicians and BCBAs to navigate both platforms easily. QA staff will be able to implement all the review systems immediately, having learned about the key features of Central Reach and Rethink, allowing them to incorporate QA systems seamlessly. Additionally, staff will be able to document rendered services independently without any additional training on either platform.
This Package Includes:
- Navigating Central Reach for Technician
- Navigating Central Reach for BCBA
- Setting up a Learning Tree for BCBA
- Navigating Central Reach for QA Employee
Documents for the following key Central Reach Functions are available as part of the full package, or separately for an additional fee:
- How to Create a Learning Tree on Central Reach
- How to Create an Amended Note on Central Reach
- How to Create Automatic Mastery on Central Reach
- How to Complete a Discharge Report on Central Reach
Geared towards:
- All level employees can benefit from this package
Recommended For:
- Early Stage Companies
- QA-Ready Companies
- Established Companies
Package 10: Clinical Trainings:
This package includes three training modules for QA staff on the fundamental clinical information that insurance companies emphasize, enabling them to provide proper direction to BCBAs on different areas of treatment planning. Each training program includes reference tools for BCBAs. You may purchase each of these training programs separately.
Package 10A: Focuses on deepening the understanding of autism diagnoses, identifying deficits that ABA treatment can target, and ensuring that treatment goals are in line with the client’s medical necessity.
Package 10B: Offers comprehensive training in skills assessments, an area with frequently changing guidelines. It discusses the acceptance of various tools according to different insurance standards and guides on choosing suitable assessments based on the client’s age and specific concerns.
Package 10C: Provides training on creating quality behavior intervention plans and replacement behaviors that align with insurance specifications. This package explores which behavior assessments exist, and how to support BCBAs with selecting an assessment and interpreting results to create an appropriate behavior plan.
This Package Includes:
10A:
- Understanding Autism & Aligning Client Treatment Goals Relevant to the Diagnosis
- QA and BCBA Guide- Understanding Autism Reference Tool
- QA and BCBA Guide- Guide to Rating Severity Levels as per the DSM-5
- 1.5 Hours of Training
10B:
- Skills Assessment Training
- QA and BCBA Guide- List of Skill and Behavior Assessments
- 1.5 Hours of Training
10C:
- Using Behavior Assessments to Establish and Maintain Behavior Intervention Plans to Track Target Behaviors
- QA and BCBA Guide- List of Skill and Behavior Assessments
- 1 Hour of Training
Geared towards:
- All QA Staff
- Clinical Directors/Lead BCBAs may choose to participate
- Although BCBAs will not take part in the training, they will be provided with relevant resources
Recommended For:
- Established Companies
Package 11: Introduction to ABA:
This package offers straightforward reference materials on applied behavior analysis, helping all stakeholders understand ABA services and be fully invested in the client’s care. It is ideal for companies lacking in-house resources to develop educational materials. The package includes introductory slides for both technicians and parents/caregivers, along with a clear, detailed list of ABA procedures accompanied by relevant examples. Package 11B also includes a provider orientation for BCBAs, Technicians and Administrative staff, clarifying their job roles and equipping them to meet their professional expectations.
This Package Includes:
11A:
- What is ABA? Introductory slides for Technicians
- What is ABA? Introductory slides for Parents
- List of ABA Procedures and Explanations
11B:
- Provider Orientation – Expectations for BCBAs
- Technician Orientation – Data and Session Note Expectations
Orientation for Administrative Staff
Geared towards:
- All level employees can benefit from this package. Be sure to have a clinician- level employee to answer questions from the orientations of package 11b.
Recommended For:
- Early-Stage Companies
Package 12: Client Intake Forms
This package includes all forms required for client intake. Organizations that already have a client intake packet will receive an outline of all required documents so that we can compile a customized package based on the needs.
This Package Includes:
- Complete packet of client intake forms or custom package with specific documents
Geared towards:
- All level employees can benefit from this package.
Recommended For:
- Early Stage Companies
Package 13: Provider Intake Forms
This package includes all the components providers need to begin servicing clients. Organizations with an existing provider intake packet will receive an outline of all required documents, alongside a customized package tailored to their needs. Additionally, we offer administrative staff intake forms to ensure your entire team is equipped and prepared for efficient operations.
This Package Includes:
Complete packet of BCBA, Technician, and Administrative Staff intake forms, or a custom package with specific documents tailored to your needs.
Geared towards:
- All level employees can benefit from this package.
Recommended For:
- Early Stage Companies
Package 14: Structuring ABA Operations:
This package streamlines organizational processes by ensuring all company functions are incorporated into job descriptions, while also providing targeted interview questions. This is particularly important for companies in their early stages, but established companies will also find this package beneficial. Clearly established roles and focused interview questions make it easier to hire and assign staff, delegate responsibilities, and ensure that both direct service and office staff are fully aware of their role expectations and know whom to approach for assistance. Having an effective and well-prepared staff is key to delivering quality ABA services.
Operational Roles:
- COO/Director of Operations
- Director of Technology
- Billing Department Manager or Member
- CFO or Fiscal Department Member
- HR/Recruitment Staff
- Sales
Clinical Operations:
- Director of Clinical Operations
- Assessments Manager
- Client Liaison
- QA Director and Staff
Clinical Roles:
- Clinical Director
- Lead BCBA/ Supervisor
- Clinical Consultant
- BCBA
- BCBA Student
- RBT/Technician
Geared towards:
- All level employees can benefit from this package
Recommended For:
- Early Stage Companies
Package 15: Agency Handbooks
This package assists in developing policies and procedures that not only comply with regulatory requirements but are also practical for implementation. This facilitates smooth operations within your company while ensuring compliance with federal and state laws, insurance guidelines, and the BACB (Behavior Analytic Certification Board) standards. Clearly communicating these guidelines at the start of services helps clients, their families, and staff understand the nature of ABA services, the required documentation, and how your agency ensures effective care.
Customize your package by choosing from the following handbooks:
- Client Handbook
- Provider Handbooks
- RBT Handbook
- BCBA Handbook
- Agency Handbook
Geared towards:
- All level employees can benefit from this package
Recommended For:
- Early Stage Companies
- Established Companies
Package 16: Mock and Insurance Audits
Ensure that your QA staff adhere to protocols when reviewing service documentation.
With Package 16A, we will examine samples of your treatment plans, session notes, and client program books, providing feedback based on the latest insurance guidelines. Your team will also receive mock audit results, and we will facilitate a meeting to discuss improvement strategies for areas that require attention.
Package 16B is designed for actual insurance audits and includes essential documents for review prior to submission. While existing documents cannot be modified, it is crucial for staff to understand the process of reviewing medical records and to know the appropriate actions to take in various scenarios.
Package 16A – Mock Audit Includes:
- 4 hours of reviewing sample documentation
- Mock audit feedback form
- 1-hour live meeting for reviewing mock audit results
Package 16B – Insurance Audit Review Includes:
- Review Form for Medical Claims
- FAQ Guidelines for Audit Reviews
- Coversheet Template for Audit
- FAQs for Completing an Audit Coversheet
- 1.5 hours of meeting time
Geared towards:
- All level employees can benefit from this package. Be sure to have a clinician on staff who will ensure effective implementation of the feedback
Recommended For:
- Established Companies
Package 17: Goal Banks
This package provides BCBAs with resources to aid in the development of client goals. Each goal bank includes goals for 10-20 categories, featuring a range of goals tailored to diverse client profiles. With over 100 measurable and specific targets in each library, these goals are designed to align with insurance specifications and are suitable for professional practice. Utilizing these goal banks streamlines the programming process for BCBAs, allowing them to optimize their time with clients. The goal banks are available in a Word document format or can be directly integrated into your electronic platform.
Goal banks can be purchased separately or as a full package.
Customize your package by choosing one or more goal banks:
- Pairing Goal Bank
- Parent Training Goal Bank
- Coordination of Care Goal Bank
Geared towards:
- All level employees can benefit from this package
- QA staff will ensure that these resources are used effectively
Recommended For:
- Established Companies
Package 18: Treatment Report Clinical Resources:
This package offers BCBAs a range of resources, including sample Behavior Intervention Plans featuring both proactive and reactive strategies that address all four functions of behavior. These plans also include options for functionally equivalent replacement behaviors. BCBAs can select from eight common behavior intervention plans tailored to the client’s age, profile, and service location. Additionally, the package provides a sample transition and discharge plan with fading and discharge goals, adjusted for each severity level according to the client’s functional impairments and age. Target mastery skills are based on benchmark skills essential in ABA therapy, reflecting the client’s primary diagnosis. BCBAs can customize these goals to suit each client’s prescribed treatment plan.
Goal banks can be purchased separately or as a full package.
Customize your package by choosing one or more goal banks:
- Sample Behavior Intervention Plan
- Sample Crisis Plan with Explanations
- Sample Transition Goals and Resources
Geared towards:
- All level employees can benefit from this package
- QA staff will ensure that these resources are used effectively
Recommended For:
- Established Companies
Package 19: Insurance Clinical Policies
Navigating the ever-changing policies of insurance payors regarding eligibility and medical necessity justification is a complex task. Keeping up with varying clinical standards across states and insurance companies, especially when interpreting available insurance manuals, is both challenging and time-consuming. Our team simplifies this process by providing clear
interpretations of these policies, allowing you to maintain smooth clinical intricacies without getting bogged down in the intricacies of each insurance company’s standards.
Customize this package by choosing specific insurance payors by state:
- Insurance Policy Resource
- Live Review of Document (for an additional fee)
Geared towards:
- All level employees can benefit from this package
- Clinical/QA staff will be able to ensure that these resources are used effectively
Recommended For:
- QA-Ready Companies
- Established Companies
Package 20: Quality Assurance Employee Checks
This package equips you with criteria to ensure direct service staff meet their job requirements and adhere to their role’s aspects. It includes QA monthly and/or annual review forms to establish consistent expectations across the board. Regular checks for all direct service staff and company employees help embed best practices and compliance with insurance protocols. Setting these standards guarantees uniformity in staff performance and systematic feedback delivery.
Customize your package by choosing one or more review forms:
- BCBA Competency Form
- Technician Competency Form
- Company Monthly QA Check
- Company Annual QA Review Forms for BCBAs,
- Company Annual QA Review Form for Technician
- Company Annual QA Review Form of Office Staff
- Administrative Staff Competency Check
Geared towards:
- All level employees can benefit from this package
- Clinical/QA staff will be able to ensure that these resources are used effectively
Recommended For:
- Established Companies
Package 21: BCBA Supervisor Resources for BCBA Students
This package includes resources that enable BCBA Supervisors who train BCBA students to streamline their work. It includes a resource that follows the necessary field work requirements with a customized curriculum based on the BACB task list. It also includes a Supervision Contract in adherence with regulatory guidelines, as well as Agency Policies pertaining to BCBA students.
This Package Includes:
- Task List Training Resource for BCBA Students
- Supervision Contract
- Policies for BCBA Students
Geared Towards:
- BCBA Supervisors for BCBA Students
Recommended For:
- Established Companies
Custom
Custom
Additional Clinical Documents:
For those seeking further resources, we also offer a selection of Additional Clinical Documents from our existing collection, including BHCOE-related materials. These documents are essential during client and provider intake, assessment, and treatment phases, helping to ensure adherence to established professional standards and enhancing the quality of care.
You can customize your selection from the following list:
- QA Diagnostic Evaluation Checklist
- Telehealth Assessment for Parents
- Parent Interview Form for Initial Assessment
- Reinforcement Inventory
- Goal Development Resource for Treating ASD Functional Impairments
- BHCOE Policies and Resources
Geared towards:
- All level employees can benefit from this package.
- Clinical/QA staff will ensure these resources are used effectively
Recommended For:
- QA-Ready Companies
- Established Companies
- BHCOE Policies and Resources
Custom Documentation and Consultation:
In addition to our standard offerings, we provide Custom Consultations and Custom Documentation tailored to your specific needs.
Custom Consultations offer expert guidance across a broad spectrum of general inquiries within the ABA quality assurance industry. This service allows you to address various questions, seek advice on specific protocols, and optimize the standards of your organization.
Custom Documentation involves creating unique documents not included in our standard consulting packages, specifically designed to meet your clinical or operational requirements while adhering to QA insurance compliance.
Geared towards:
- All level employees can benefit from this package.
Recommended For:
- Early Stage Companies
- QA-Ready Companies
- Established Companies
