LegendaryBX Clinical Operations

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Clinical Operations Dashboard

Here's what's happening today.

Schedule Management (Admin/Supervisor)

Create and assign sessions to providers

Client Therapist Provider Role 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

Client Therapist

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

ABA Session Note Editor

Open a session from Schedule or Session History to edit its note.

1 · Session Information

Client Name DOB Auth # CPT Code Session Date Start End Total Min Provider / RBT Cert # Insurance Name Insurance Member ID Modifier Location Appointment Type

2 · Social Skills Group Details

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 at current level of care Social goals not yet mastered; generalization to natural settings 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

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

2 · Family Training Details

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

3 · 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

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

Client exhibits skill deficits in communication requiring structured ABA Client requires 1:1 behavioral support to access daily living / educational activities Progress data supports continued services at current level of care Client responded to intervention; continued services needed to maintain gains Client demonstrates problem behavior posing risk to self, others, or learning Caregiver unable to implement behavior plan without direct therapist support Treatment goals not yet mastered; fading / generalization not achieved New skill targets added per BCBA assessment; treatment plan updated Other:

3 · Behaviors of Concern

Elopement Property Destruction Tantrum / Crying Verbal Aggression Protest / Non-Compliance Self-Injurious Behavior (SIB) Interfering Stereotypy Physical Aggression Pica Inappropriate Vocalizations Refusal / Avoidance Other:

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 Error Correction Errorless Teaching Time Delay Most-to-Least Least-to-Most

7 · Caregiver Participation & Training

Active – participated in trials Observing only Demonstrated / practiced DTT or NET procedures Questions noted – follow up

8 · Session Summary & Clinical Narrative

Client was cooperative and engaged throughout the session Client required frequent prompting to remain on task Client demonstrated progress toward treatment goals Problem behavior interfered; BIP strategies were implemented Reinforcement was effective in maintaining motivation

Session shortened / modified due to:

Today, the client worked on and demonstrated A notable observation this session was Compared to the previous session, the client's performance

Narrative

9 · Plan & Recommendations

Continue current programs as written; no modifications needed Advance to next phase / level for mastered targets Modify reinforcement schedule based on session data Adjust prompt level based on performance trends Add new skill acquisition targets per BCBA direction Implement / update behavior intervention plan strategy Increase caregiver training focus next session Consult BCBA re: progress plateau, regression, or crisis Coordinate with school / other providers for generalization Initiate discharge planning; goals approaching mastery

Other Recommendation

Program Library & Client Programs

Goal name Recording format Prompt Add recording format Client ID

ID	Goal	Format	Prompt	Client Program	Action

Invoice Section

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 Insurance Member ID Parent/Guardian name Parent/Guardian phone # CPT code Modifier units frequency (weekly/monthly) Start period End period

Clients (Admin)

Clients are added through Client + Authorization Intake

Client name Insurance Address Insurance Member ID 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 Cert # Role

ID	First	Last	Email	Phone	Cert #	Emergency	Role	Actions

Accounting + Payroll Reporting i

Track employee compensation, billable payroll, non-billable payroll, mileage reimbursement, and rate management.

Date Range Pay Period

Employee Role

Accounting Category

Editable employee payroll and reimbursement controls.

Employee Name	Total Billable Hrs	Billable Hour Rate	Total Non-Billable Hrs	Non-Billable Hour Rate	Total Miles	Adjust Day	Mileage Reimbursement Rate	Total Mileage Reimbursement	Total Payroll	Save

ⓘ Rates are auto-calculated from hours and miles. Click on any rate field to edit. Don’t forget to save your changes.

Payroll Summary i

Rate Change Audit i

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Welcome back

Schedule Management (Admin/Supervisor)

Break / Lunch / Travel Blocks (Admin/Supervisor)

Calendar View

Schedule Calendar List

Session History — ABA Session Note

ABA Session Note Editor

1 · Session Information

2 · Social Skills Group Details

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

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

2 · Family Training Details

3 · 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

Invoice Section

Invoice Generator (Client + Period, All CPT Codes)

Client Files Upload

Intake Pipeline (Reference-inspired)

Client + Authorization Intake

Clients (Admin)

Employees (Admin)

Accounting + Payroll Reporting i

Accounting Category

Add CPT

Adjust Payroll Day

Edit Client

CPT Authorizations

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