service notes
Build your service notes with
accuracy and compliance
Capture every service with tailored forms aligned to CASP and payer requirements. AI-powered tools, built-in safeguards, and customizable templates help you complete notes quickly while maintaining compliance and clinical integrity.
Different forms for each service
Different forms for each service
ABA includes a wide range of services that vary significantly in scope. For example, Behavior Treatment Sessions are conducted directly with the client, while Family Trainings are focused on working with the caregiver.
ABA Matrix allows users to document services such as Behavior Treatment Sessions by Protocol, Behavior Treatment Sessions with Protocol Modification, Family Training, Assessments and Reassessments sessions, and more. Each service type has a dedicated form with specific requirements that must be completed by the therapist, ensuring accurate documentation and compliance with payer guidelines.
Based on CASP guidelines
Based on CASP guidelines
Our session notes are thoughtfully designed to align with CASP guidelines, ensuring both clinical integrity and compliance.
Client aware and easy to complete
Client aware and easy to complete
To streamline session note completion, ABA Matrix automatically pulls from practice and client-specific lists, as well as existing clinical data. This ensures therapists have immediate access to relevant client information-both during therapy sessions and while documenting-supporting high-quality care and consistent documentation standards.
AI-narrative generation
AI-narrative generation
Therapist inputs are transformed into clinical notes using AI.
AI-powered revision
AI-powered revision
ABA Matrix delivers AI-powered, real-time revision based on admin-defined guidelines and fully customizable to align with the specific requirements of each payer.
Plagiarism avoidance
Plagiarism avoidance
Built-in validation ensures documentation meets originality thresholds set by the practice’s clinical and administrative policies.
Signature workflow
Signature workflow
Users can optionally configure signature workflows to seamlessly collect therapist and caregiver signatures for all session notes.
Insurance-specific forms
Insurance-specific forms
In ABA Matrix, users can assign different forms to specific insurance providers and procedure codes. This allows users to ensure compliance with both the requirements of individual insurers and the specific procedures being performed.
Note completion requirements
Note completion requirements
Users can optionally define custom note completion requirements-such as preventing therapists from finalizing session notes if essential documents (like an up-to-date HIPAA training form) are missing, or if supervision requirements from the previous month remain incomplete. This ensures that every completed session note meets the compliance standards and conditions set, giving users confidence in the integrity and accuracy of their clinical documentation.
Optional service auto-lock strategy
Optional service auto-lock strategy
ABA Matrix offers a range of optional automated strategies to lock service notes based on specific time and signature requirements. Options include locking a note if it is not completed within 48 hours, or if it is not completed and signed within 72 hours, along with other configurable variations to meet compliance and operational needs.
Form customization
Form customization
We offer a wide range of ready-to-use templates, built from real-world experience. Developed over the years with input from experienced BCBAs and office administrators, these templates reflect the practical needs of professionals in the field. Prefer to use your own? No problem. We’ll build your custom templates for you, so you can leverage the power of ABA Matrix while preserving your preferred documentation style.
Different forms for each service
Different forms for each service
ABA includes a wide range of services that vary significantly in scope. For example, Behavior Treatment Sessions are conducted directly with the client, while Family Trainings are focused on working with the caregiver.
ABA Matrix allows users to document services such as Behavior Treatment Sessions by Protocol, Behavior Treatment Sessions with Protocol Modification, Family Training, Assessments and Reassessments sessions, and more. Each service type has a dedicated form with specific requirements that must be completed by the therapist, ensuring accurate documentation and compliance with payer guidelines.
Based on CASP guidelines
Based on CASP guidelines
Our session notes are thoughtfully designed to align with CASP guidelines, ensuring both clinical integrity and compliance.
Client aware and easy to complete
Client aware and easy to complete
To streamline session note completion, ABA Matrix automatically pulls from practice and client-specific lists, as well as existing clinical data. This ensures therapists have immediate access to relevant client information-both during therapy sessions and while documenting-supporting high-quality care and consistent documentation standards.
AI-narrative generation
AI-narrative generation
Therapist inputs are transformed into clinical notes using AI.
AI-powered revision
AI-powered revision
ABA Matrix delivers AI-powered, real-time revision based on admin-defined guidelines and fully customizable to align with the specific requirements of each payer.
Plagiarism avoidance
Plagiarism avoidance
Built-in validation ensures documentation meets originality thresholds set by the practice’s clinical and administrative policies.
Signature workflow
Signature workflow
Users can optionally configure signature workflows to seamlessly collect therapist and caregiver signatures for all session notes.
Insurance-specific forms
Insurance-specific forms
In ABA Matrix, users can assign different forms to specific insurance providers and procedure codes. This allows users to ensure compliance with both the requirements of individual insurers and the specific procedures being performed.
Note completion requirements
Note completion requirements
Users can optionally define custom note completion requirements-such as preventing therapists from finalizing session notes if essential documents (like an up-to-date HIPAA training form) are missing, or if supervision requirements from the previous month remain incomplete. This ensures that every completed session note meets the compliance standards and conditions set, giving users confidence in the integrity and accuracy of their clinical documentation.
Optional service auto-lock strategy
Optional service auto-lock strategy
ABA Matrix offers a range of optional automated strategies to lock service notes based on specific time and signature requirements. Options include locking a note if it is not completed within 48 hours, or if it is not completed and signed within 72 hours, along with other configurable variations to meet compliance and operational needs.
Form customization
Form customization
We offer a wide range of ready-to-use templates, built from real-world experience. Developed over the years with input from experienced BCBAs and office administrators, these templates reflect the practical needs of professionals in the field. Prefer to use your own? No problem. We’ll build your custom templates for you, so you can leverage the power of ABA Matrix while preserving your preferred documentation style.
Keep documentation compliant and effortless
Connect with us and see how ABA Matrix can simplify your workflow