RBT Supervision Tracking.

Owned by Brittney Kalicki
Last updated: Jul 03, 2024 by Kaitlyn England
1 min read

 

  1. In Settings>Scheduling Settings>Billable Tags, 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

You may also wish to write in the Notes section the name of the RBT who was the supervisee

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3. When you run the Appointment List from the Scheduler, you can set filters & 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. You can also run Pivot Tables to be able to further sort and analyze the data. Below are a couple Pivot Table tutorials:

a. Pivot Tables in Excel

b. Create a PivotTable to analyze worksheet data - Microsoft Support

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