Scheduling and Session Notes
Learn the calendar basics staff use day to day, then connect appointments to session notes and AI-assisted documentation workflows.
Lessons
Calendar Overview: Day, Week, and Month Views
Explore the PracticeABA calendar interface and learn how to switch between day, week, and month views. This lesson covers filtering, color coding, and the key information displayed in each view to help you manage your schedule efficiently.
Creating and Editing Appointments
Learn how everyday users work with appointments in PracticeABA: opening appointment details, confirming the right client, time, and location, updating session status, and starting the next step from the appointment panel.
Collecting the caregiver signature
Learn how to collect a caregiver signature from the appointment workflow, confirm the signature is attached to the right session, and avoid signing the wrong record.
Creating a Service Plan / Assessment
Learn how to create an assessment in PracticeABA, connect it to the right client and service context, complete the required assessment details, and keep the assessment record organized for review and follow-up.
Adding Documents in Notes & Forms
Learn how to add documents in Notes & Forms, choose the right template or upload path, connect documents to clients and appointments, and keep forms organized for signatures, review, and future access.
Session Notes Fundamentals
Session notes are the backbone of ABA documentation. This lesson covers the different note types available in PracticeABA, the required fields for each, and how notes link to scheduled appointments to ensure nothing falls through the cracks.
Using AI-Assisted Note Writing
PracticeABA's AI note assistant helps clinicians draft session notes faster by generating clinical narratives from structured data inputs. This lesson teaches you how to use the AI tool effectively, review and edit its output, and customize prompts to match your clinic's documentation style.