Tied to the visit
Each note belongs to a visit and carries that visit’s data, times and signatures, so everything about a session is in one place.

Every session note is tied to its visit and its data. A readiness check shows what is still missing, parents and clinicians sign electronically, and BCBAs review the note, so a note is ready for an audit or a claim the day it is written.
Notes are built from the session itself, not typed up from memory later.
Each note belongs to a visit and carries that visit’s data, times and signatures, so everything about a session is in one place.
A note can’t be signed until it is complete: data captured against the targets, the clinician’s own observations written (an auto-generated summary doesn’t count) and the parent signature collected.
Clinicians sign with a saved e-signature after completing e-sign consent. Parents and guardians can sign on the device or remotely.
Supervisors review the notes of the RBTs they oversee and approve a note or send it back for changes.
Scheduled and clock-in / clock-out times sit with the visit, and breaks can be recorded on the note, so the time that is billed is documented.
See which notes are unsigned or waiting for review, with a status on every visit, so nothing is discovered missing at audit time.
Every view and change to a note is logged. When a payer asks for records, pull the notes, signatures, authorization and visit verification for a claim together.
The clinician clocks in, collects data against each target and records any break.
The clinician adds their own observations on top of the collected data.
The note shows exactly what is still missing: data, written notes or the parent signature.
The clinician and parent sign electronically and the BCBA reviews the note.
No. The readiness check lists what is outstanding, such as missing data, notes that haven’t been written or a missing parent signature, and the note can be signed once those are done.
A parent or guardian can sign on the clinician’s device at the visit, or the clinician can send a link so the parent signs remotely.
The BCBA reviews the note and approves it or sends it back, so supervision is documented in the same place as the note.
Yes. Every view and change is recorded in the audit log, and you can pull a payer audit packet for a claim with the notes, signatures, authorization and visit verification together.
Request a demo and we will walk you through it.