Creating the Analyst Notes from the Analyst’s perspective

Before the Analyst (BCaBA/BCBA/etc) will be able to start creating progress notes, some prerequisites must be met. Please refer to the help article below on what needs to be prepared before creating progress notes.

• How to Prepare a Client to Start Creating Progress Notes

1. Log in to the system using your login credentials. You will first see the client's screen, which shows the outline of their clients. Click on Calendar, found on the left navigation menu.

2. Select an event from the calendar.

3. Once you click on the event, you will see the event details.

4. Click on the Notes tab.

a. You may use our default Analyst Note in the Applied Behavior Analysis section or

b. If your company has created a Custom Note, you can see those on the ABA section or the Client Other c

5. Open the note.

a. Fill out the note with the sessions' details.

Once you enter all the information, scroll down to the bottom and click SAVE.

If you need help with a better understanding of how to manage notes after saving, please review this article:

1. View, Sign, Edit, and Delete notes in ABA Docs
2. Approving notes in ABA Docs
3. Notes Status meaning in ABA Docs