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  1. On the company account > Scheduler settings, you can create a custom ‘Billable Tag’ for RBT supervision

  1. When scheduling appointments for the BCBA, select this Billable tag

  1. You may also wish to note in the Notes section the name of the RBT who was the supervisee.

  2. When you run the Appointment List from the Scheduler, you can set filters & then export to Excel

  1. Once exported to Excel, you can add filters to the page to filter by just the tags or other items as desired. If desired, you can also run Pivot Tables to be able to further sort and analyze the data:  Below are a couple Pivot Table tutorials.

https://www.excel-easy.com/data-analysis/pivot-tables.html  You may also find this helpful: https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576

 

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