LegendaryBX Clinical Operations

Clinical Operations Dashboard

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Schedule Management (Admin/Supervisor)

Create and assign sessions to providers

Client Therapist Date Start End Type CPT Modifier Image URL (optional) Image file (optional)

Break / Lunch / Travel Blocks (Admin/Supervisor)

Non-session calendar blocks

Provider Date Start End Type Travel Minutes Notes

Calendar View

Schedule Calendar List

Session code linked to client auth utilization

Client	Date	Time	Type	Code	Auth	Mileage	Travel	Status	Action

Session History — ABA Session Note

Select a session from Schedule to view session history details. Admin sees all sessions; therapists/supervisors see their own sessions.

Client	Date	Time	Type	Code	Status	Action

1 · Session Information

Client Name Session Date Start End Total Min Provider / RBT Session Code Modifier Auth # Location

1 · Session Information (97154)

Client Name Date of Birth Auth # ICD-10 Session Date Start End Total Min Provider / RBT Name NPI Supervising BCBA BCBA Cert # Payer POS Code

Location Group size 2 Group size 3 Group size 4 Group size 5 Group size 6+

2 · Medical Necessity & Clinical Justification

Client demonstrates deficits in peer interaction / social reciprocity Client requires structured group to practice social skills Client unable to initiate or maintain age-appropriate peer conversations Client exhibits social avoidance, isolation, or refusal in group contexts Progress data supports continued group services Social goals not yet mastered; generalization ongoing

Other

3 · Social Skills Targets Addressed

Greetings / farewells Initiating conversation Maintaining topic Turn-taking in conversation Joining a group activity Sharing / cooperative play Perspective-taking / empathy Reading social cues Managing conflict / disagreement Asking for help appropriately Personal space & boundaries Sportsmanship / winning-losing Emotion identification Self-regulation in group Following group instructions Other

Other target

4 · Treatment Goals & Progress

Goal / Branch Name	Meas. Method	Data Point	Phase	% Correct	Mastery?	Initials	Notes

5 · Group Dynamics & Client Interaction

Engaged positively with peers throughout session Required redirection to maintain group participation Initiated interaction with at least one peer independently Responded to peer initiations with prompting Demonstrated target skill without prompting Exhibited interfering behavior — BIP strategies applied

6 · Reinforcement & Prompting

Continuous (CRF) Fixed Ratio (FR) Variable Ratio (VR) Group Contingency Token Economy Differential (DRO/DRA/DRI)

Reinforcer 1 Reinforcer 2 Reinforcer 3 Reinforcer 4 Reinforcer 5 Reinforcer 6

Full Physical Model Gestural Visual Vocal / Verbal Textual Independent Error Correction

7 · Session Summary & Narrative

Group was structured; all clients participated in planned activities Group required additional behavioral management today Clients demonstrated generalization of skills across group members New skill or concept introduced; initial response was positive

Today the group worked on Client demonstrated A notable interaction / behavior observed Narrative

8 · Plan & Recommendations

Continue current group curriculum as written Advance client to next phase for mastered targets Modify group activity to increase peer interaction opportunities Adjust prompt level based on performance data Add new social skill target per BCBA direction Consult BCBA re: readiness for less restrictive group Increase natural environment / generalization activities Consider individual session to supplement group skills deficits

Other Recommendation

9 · Signatures

RBT / Provider Signature Credentials Date Time Completed BCBA Supervisor Signature Cert # Date Reviewed Supervision Min Parent / Guardian Signature Relationship Date

1 · Session Information (97155)

Client Name Date of Birth Auth # ICD-10 Session Date Start End Total Min BCBA Name BCBA Cert # RBT / Supervisee Name Payer POS Code

Location Direct – In Person Direct – Remote Indirect

2 · Medical Necessity & Clinical Justification

Treatment plan requires modification based on data trends Client not responding to current intervention New problem behavior emerged requiring BIP updates Client met mastery criteria; new phase required Skill acquisition rate below expected BCBA direct observation required Treatment plan review cycle due Crisis/safety concern requiring immediate modification

Other

3 · Supervision Activities Conducted

Directly observed RBT implement treatment programs Modeled / demonstrated procedures Reviewed session data with supervisee Provided verbal/written feedback Scored competency on skill acquisition Scored competency on behavior reduction Reviewed ABC data / behavior logs Discussed ethical/professional conduct Completed competency assessment/review

4 · Protocol Modifications Made

Updated / added skill acquisition targets Modified reinforcement schedule/type Changed prompt level/fading procedure Updated BIP strategy Adjusted mastery criteria Modified data collection procedure Advanced to maintenance/generalization Discontinued program — mastery achieved Added new behavior reduction target Modified antecedent/environmental arrangement

Other Modification

5 · Goals Reviewed / Modified

Goal / Program Name	Current Data	Trend	Modification Made	Effective Date	BCBA Initials	Notes

6 · RBT / Supervisee Performance Feedback

Implemented programs with fidelity (80%+) Required correction/re-training Data collected accurately/consistently Demonstrated professional and ethical conduct Communicated effectively with caregiver Additional training assigned

Feedback Provided

7 · Session Summary & Clinical Narrative

Client responded positively; minimal modifications needed Plateau/regression; protocol modification implemented Supervisee demonstrated competent implementation Safety/crisis concern addressed

During this session, BCBA observed Modifications were clinically indicated because

8 · Plan & Recommendations

Continue current programs with modifications Schedule follow-up supervision Reassess acquisition rate at next observation Provide additional RBT training Update plan and obtain caregiver acknowledgment Submit updated plan to payer Increase supervision frequency Begin discharge / step-down planning

Other

9 · Signatures

BCBA Signature Cert # Date Time Completed RBT/Supervisee Signature Credentials Date Parent/Guardian Signature Relationship Date

1 · Session Information (97156)

Client Name Date of Birth Auth # ICD-10 Session Date Start End Total Min BCBA Name BCBA Cert # Caregiver Name Relationship Payer POS Code

Location Client present: participated Client present: observing only No: caregiver training only

2 · Medical Necessity & Clinical Justification

Caregiver unable to implement supports independently Safety concerns in home environment Training needed for generalization Plan has caregiver-implemented components Problem behavior increased outside sessions New skills need caregiver support Booster/updated training required Family system change requires updates

Other

3 · Training Topics Covered

Overview/review of treatment goals Behavior function & ABC model Antecedent strategies/prevention Reinforcement principles Prompting procedures/fading Data collection/recording Extinction/planned ignoring Response blocking/redirection NET DTT Generalization strategies Crisis/safety procedures Token economy/behavior momentum Schedule/routine modifications Other

4 · Training Methods Used

Verbal instruction/explanation Written materials/handout Video model reviewed Live demonstration by BCBA Caregiver practiced with client Role play/rehearsal Q&A/discussion Performance feedback provided Home practice assignment

5 · Caregiver Performance & Response

Demonstrated understanding of concepts Required additional modeling/re-explanation Independently implemented strategy with client Implemented with BCBA verbal prompting Asked questions and received answers Expressed concerns Demonstrated 80%+ accuracy Follow-up training needed

Caregiver Concerns / Notes

6 · Client Goals Addressed in Training

Goal / Program	Training Focus	Caregiver Accuracy	Barrier	BCBA Initials	Notes

7 · Session Summary & Clinical Narrative

Caregiver engaged and motivated Significant support needed New content introduced Review/booster content Generalized to natural routine Environmental barrier identified

Today's training focused on Caregiver demonstrated Barrier to home implementation

8 · Plan & Recommendations

Continue caregiver training Assign home practice task Advance to next training topic Review home data at next session Increase training frequency Coordinate with RBT Update plan with new caregiver targets Begin fading BCBA support Schedule reassessment Refer to support resources

Other

9 · Signatures

BCBA Signature Cert # Date Time Completed Caregiver Signature Relationship Date Parent/Guardian (if different) Relationship Date

2 · Medical Necessity & Clinical Justification

Skill deficits in communication require ABA 1:1 behavioral support needed for ADLs/education Problem behavior poses risk to self/others/learning Treatment goals not yet mastered Services needed to maintain gains New targets added / plan updated

3 · Behaviors of Concern

Elopement Tantrum / Crying Verbal Aggression Protest / Non-Compliance Self-Injurious Behavior (SIB) Physical Aggression

4 · Treatment Goals & Progress

Goal / Data Summary

5 · Reinforcement Used

Continuous (CRF) Fixed Ratio Variable Ratio Fixed Interval Variable Interval Differential Reinforcement

Reinforcers Used

6 · Prompt Hierarchy Used

Full Physical Partial Physical Model Gestural Visual / Pictorial Vocal / Verbal Textual Independent

7 · Caregiver Participation & Training

Active participation in trials Observing only Not present Reviewed BIP strategies Demonstrated DTT/NET procedures Reviewed reinforcement delivery

8 · Session Summary & Clinical Narrative

Client was cooperative and engaged Required frequent prompting Demonstrated progress toward goals Problem behavior interfered

Narrative

9 · Plan & Recommendations

Continue current programs as written Advance mastered targets Modify reinforcement schedule Adjust prompt level Add new skill-acquisition targets Implement/update BIP strategy

Other Recommendation

Program Library & Client Programs

Goal name Recording format Prompt Add recording format Client ID

ID	Goal	Format	Prompt	Client Program	Action

Client Authorizations

Client CPT Insurance Modifiers

HO HM HN

Total Units Start End

CPT	Insurance	Modifiers	Total	Used	Range	Actions

Invoice Generator (Client + Period, All CPT Codes)

Rate per Unit Start (optional) End (optional)

ID	Client	CPT	Units	Rate	Total	Period	Created	Download

Client Files Upload

Client ID Type

Type	Name	Uploaded At	Actions

Intake Pipeline (Reference-inspired)

Child Guardian Phone Email Referral

ID	Child	Guardian	Status	Action

Client + Authorization Intake

Create an authorization for an existing client or add a new client first

Existing Client Add as new client Name DOB Authorizarion # Insurance Address Parent/Guardian name Parent/Guardian phone # CPT code Modifier

HO HM HN

units frequency (weekly/monthly) Start period End period

Clients (Admin)

Clients are added through Client + Authorization Intake

Client name Insurance Address DOB Guardian/Parent Name Guardian/Parent Phone Add CPT Code You can add multiple CPT codes.

Assign providers/supervisors

Client ID	Name	Insurance	Address	DOB	Assigned CPT	Guardian	Guardian Phone	Assigned Employees	Actions

Employees (Admin)

Create therapists and supervisors

First name Last name Staff email Phone Emergency Contact Emergency Phone Temp password Role

ID	First	Last	Email	Phone	Emergency	Role	Actions

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Schedule Management (Admin/Supervisor)

Break / Lunch / Travel Blocks (Admin/Supervisor)

Calendar View

Schedule Calendar List

Session History — ABA Session Note

1 · Session Information

1 · Session Information (97154)

2 · Medical Necessity & Clinical Justification

3 · Social Skills Targets Addressed

4 · Treatment Goals & Progress

5 · Group Dynamics & Client Interaction

6 · Reinforcement & Prompting

7 · Session Summary & Narrative

8 · Plan & Recommendations

9 · Signatures

1 · Session Information (97155)

2 · Medical Necessity & Clinical Justification

3 · Supervision Activities Conducted

4 · Protocol Modifications Made

5 · Goals Reviewed / Modified

6 · RBT / Supervisee Performance Feedback

7 · Session Summary & Clinical Narrative

8 · Plan & Recommendations

9 · Signatures

1 · Session Information (97156)

2 · Medical Necessity & Clinical Justification

3 · Training Topics Covered

4 · Training Methods Used

5 · Caregiver Performance & Response

6 · Client Goals Addressed in Training

7 · Session Summary & Clinical Narrative

8 · Plan & Recommendations

9 · Signatures

2 · Medical Necessity & Clinical Justification

3 · Behaviors of Concern

4 · Treatment Goals & Progress

5 · Reinforcement Used

6 · Prompt Hierarchy Used

7 · Caregiver Participation & Training

8 · Session Summary & Clinical Narrative

9 · Plan & Recommendations

Program Library & Client Programs

Client Authorizations

Invoice Generator (Client + Period, All CPT Codes)

Client Files Upload

Intake Pipeline (Reference-inspired)

Client + Authorization Intake

Clients (Admin)

Employees (Admin)

Edit Client

Session & Client Details

Block History Details

Change Temporary Password

Edit Employee

Client Details

Assigned Employees

Authorizations

Sessions

Files

Invoices

Edit Session

Delete Session

Rendered Session Details

Session

Signatures

Clinical Note

Capture Signature

Edit Authorization