compliance tracking
Keep your practice
fully compliant
Stay on top of complex payer regulations with built-in safeguards that lock non-compliant visits, enforce supervision rules, and track expiring credentials—helping you avoid costly errors.



Visit locking rules
Visit locking rules
Optionally set visits to automatically lock after a customizable period if documentation does not meet your compliance requirements.
RBT and BCaBA supervision rule enforcement
RBT and BCaBA supervision rule enforcement
Optionally block session creation or submission until minimum RBT and BCaBA supervision standards are met.
Quality assurance review
Quality assurance review
Use the Quality Assurance feature to review, approve, or reject notes and ensure clinical and compliance standards are met. You can also run an AI-powered preliminary review based on customizable standards, saving time while maintaining compliance with payer regulations.
Employee credential tracking and notifications
Employee credential tracking and notifications
Automatically track employee credentials, licenses, and certificate expirations. Receive email notifications whenever a credential or license is nearing expiration so staff stay up to date.
Expiration compliance enforcement
Expiration compliance enforcement
Restrict session creation or submission when required credentials, licenses, or certificates expire—until updated documentation is provided and approved—to ensure ongoing compliance.
Document approval workflow
Document approval workflow
Require all licenses, credentials, and certificates uploaded by providers to go through an admin approval process before being recognized as valid and compliant.
Scheduling limits
Scheduling limits
Set daily, weekly, or monthly scheduling limits by service code and provider certification to control service frequency per client or provider and stay aligned with payer-mandated maximum hours.




Visit locking rules
Visit locking rules
Optionally set visits to automatically lock after a customizable period if documentation does not meet your compliance requirements.

RBT and BCaBA supervision rule enforcement
RBT and BCaBA supervision rule enforcement
Optionally block session creation or submission until minimum RBT and BCaBA supervision standards are met.

Quality assurance review
Quality assurance review
Use the Quality Assurance feature to review, approve, or reject notes and ensure clinical and compliance standards are met. You can also run an AI-powered preliminary review based on customizable standards, saving time while maintaining compliance with payer regulations.

Employee credential tracking and notifications
Employee credential tracking and notifications
Automatically track employee credentials, licenses, and certificate expirations. Receive email notifications whenever a credential or license is nearing expiration so staff stay up to date.

Expiration compliance enforcement
Expiration compliance enforcement
Restrict session creation or submission when required credentials, licenses, or certificates expire—until updated documentation is provided and approved—to ensure ongoing compliance.

Document approval workflow
Document approval workflow
Require all licenses, credentials, and certificates uploaded by providers to go through an admin approval process before being recognized as valid and compliant.

Scheduling limits
Scheduling limits
Set daily, weekly, or monthly scheduling limits by service code and provider certification to control service frequency per client or provider and stay aligned with payer-mandated maximum hours.

Protect your practice with smarter compliance
Connect with us and see how ABA Matrix can simplify your workflow