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RBT Supervision Tracking

RBT Supervision Tracking

Owned by ChristopherM
Last updated: Jul 07, 2022 by Danielle Lau
2 min read

 

  1. In the Company Account>Scheduling settings, you can create a custom ‘Billable Tag’ for RBT supervision

 

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

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.

 

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. https://www.excel-easy.com/data-analysis/pivot-tables.html

b. https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576