On the company account > Scheduler In the Company Account>Scheduling settings, you can create a custom ‘Billable Tag’ for RBT supervision
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2. When scheduling appointments for the BCBA, select this Billable tag
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You may also wish to
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write in the Notes section the name of the RBT who was the supervisee
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3.
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When you run the Appointment List from the Scheduler, you can set filters &
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even export to Excel
You can filter for Client Overlaps, a specific BCBA, a specific client, etc.
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4. Once exported to Excel, you can add filters to the page to filter by just the tags or other items as desired.
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You can also run Pivot Tables to be able to further sort and analyze the data
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. Below are a couple Pivot Table tutorials:
a.
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https://www.excel-easy.com/data-analysis/pivot-tables.html
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