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BeginnerLearning Path

Scheduling and Staffing

Master the scheduling system. Manage calendars, coordinate staff, track supervision, and handle recurring appointments.

1h 29m8 lessons
Progress0 / 8 completed

Lessons

1

Calendar Overview: Day, Week, and Month Views

Explore the PracticeABA calendar interface and learn how to switch between day, week, and month views. This lesson covers filtering, color coding, and the key information displayed in each view to help you manage your schedule efficiently.

10 minGuide
2

Creating and Editing Appointments

Learn how to create appointments in PracticeABA, link them to insurance authorizations, and edit existing appointments. This lesson covers the appointment form fields, service type configuration, and the relationship between appointments and billing.

12 minInteractive
3

Recurring Sessions and Templates

Learn how to set up recurring appointments and schedule templates in PracticeABA. Most ABA clients have consistent weekly schedules, and the recurring session feature saves significant time while ensuring schedule consistency.

10 minWalkthrough
4

Staff Availability and Scheduling Conflicts

Learn how to manage staff availability windows, detect and resolve scheduling conflicts, and account for drive time between appointments. Proper availability management ensures that your scheduling reflects real-world constraints and maximizes therapist productivity.

12 minGuide
5

Supervision Tracking and Requirements

Understand how PracticeABA tracks BCBA supervision hours, calculates supervision ratios, and helps your practice meet BACB and insurance requirements. Supervision compliance is one of the most critical and complex aspects of ABA practice management.

15 minWalkthrough
6

Multi-Location Scheduling

Learn how to manage scheduling across multiple service locations in PracticeABA, including clinic sites, client homes, schools, and telehealth. This lesson covers location-based filtering, drive time between sites, and telehealth session management.

10 minGuide
7

Cancellations, No-Shows, and Makeups

Learn how to handle appointment cancellations, document no-shows, and schedule makeup sessions in PracticeABA. Proper management of these events protects your revenue, maintains client progress, and supports authorization utilization goals.

8 minGuide
8

Scheduling Best Practices for ABA Clinics

Review proven strategies for efficient scheduling in ABA practices. This article covers techniques for minimizing gaps, optimizing caseloads, balancing staff workloads, and using PracticeABA's tools to build schedules that work for clients, staff, and the business.

12 minArticle
    Scheduling and Staffing — PracticeABA University