Resources include:

    1. How to Access Resources

    1. Benefits Check Template

    2. Client Kickoff Meeting Checklist (Clinic-Based Services)

    3. Client Intake Checklist

    4. Client Intake Forms

    5. Client Onboarding SOP

    6. Client Service Policy

    7. Client Video and Audio Recording Consent

    8. Emergency Information Form

    9. Failure to Reach Letter

    10. First Aid Permission Form

    11. New Client Supply List

    12. On-Hold Notification

    13. Parent/Caregiver Handbook

    14. Release of Information

    15. Safety Care Consent Form

    1. ABA Program Integrity Checklist

    2. ABA Therapy Discharge Checklist

    3. Behavior Plan Evaluation Form

    4. Behavior Plan Template

    5. Client Risk Assessment

    6. Clinical Decision Making Manual

    7. Clinical Decision Worksheet

    8. Clinical Interview Questions

    9. Clinical Review SOP

    10. Clinician Competency Worksheet

    11. Comprehensive Case Audit SOP

    12. Comprehensive Caregiver Interview Form

    13. Crisis Plan Example

    14. DSM-5-TR Treatment Plan Template

    15. Mentor-Mentee Competency Checklist

    16. New Hire Shadow Worksheet

    17. Parent/Caregiver Contract

    18. Performance Diagnostic Checklist

    19. Performance Feedback Tool - BT

    20. Performance Feedback Tool - RBT

    21. Provider Exit Checklist

    22. RBT Levels Manual and Testing Procedures

    23. Supervised Fieldwork SOP

    24. Supervision (97155) Task Analysis

    25. Supervision Self-Assessment Tool

    1. Annual Review - BCBA

    2. Background Check Authorization

    3. Behavior Plan Integrity Checklist

    4. Clinical Job Levels

    5. Conflict Resolution Form

    6. Employee Discussion Summary

    7. Employee Manual Template

    8. Employee Self Evaluation

    9. Employee Video and Audio Recording Consent

    10. Employment Contract

    11. Feedback Preference & ACE Survey SOP

    12. Media Consent & Release Form

    13. Multiple Relationship Statement of Understanding

    14. Performance Improvement Plan Template

    15. Positive Discipline Policy

    16. Promotion Offer Letter

    17. Reasonable Work Accommodation

    18. Scorecard - Clinical Director

    19. Session Notes - Standard Operating Procedure

    20. Supervision (97155) Task Analysis

    1. BCBA Caseload Organizer (Includes Video Demo)

    2. Blank Incident Report Form

    3. Blank SOP Template

    4. Bonus Behavior Systems Analysis Worksheet

    5. Business Model Planning (Includes Video Demo)

    6. Business Plan Template

    7. Caregiver Grievance & Complaint SOP

    8. Cash Flow Spreadsheet (Includes Video Demo)

    9. CEO Time Audit Worksheet

    10. Classroom Admission Criteria

    11. Client & Employee Satisfaction Survey Questions

    12. Clinical Budget SOP

    13. Complaint Reporting Procedures SOP

    14. Employee Grievance & Complaint SOP

    15. Financial Payment Form

    16. Financial Risk/Benefit Analysis

    17. HIPAA: Breach Checklist

    18. HIPAA: Business Associates Agreement (BAA)

    19. HIPAA: Google G-Suite Implementation Guide

    20. HIPAA: Google Workspace HIPAA BAA Task Analysis

    21. HIPAA: Quick-Reference Guide

    22. Mandated Reporting SOP

    23. Mentor-Mentee Training SOP

    24. New Hire Mentor-Mentee Process

    25. Onboarding & Training SOP

    26. Private Pay Agreement

    27. Safety Manual

    28. Scheduling SOP (Example)

    29. Scheduling Strategies (Video Demo)

    30. Session Note Audit Form (97153)

    31. Staff Resource Planner (Includes Video Demo)

    32. Staff Retention Tracker

    33. Technician SOAP (Session) Note Training

    34. Three Stage Interview Guide

    35. Utilization Tracker - 2026

    36. Workers' Compensation Reporting SOP

    37. Employee Conduct Investigation SOP

    1. Client Abuse Policy

    2. Client Bill of Rights

    3. Clinical Budget SOP

    4. Clinical Standards Policy

    5. Complaint Reporting Procedures

    6. Conflict of Interest Policy

    7. Conflict Resolution Form

    8. Cultural Competency & Diversity Policy

    9. Dress Code Policy

    10. Employee Session Attendance Policy

    11. Ethics Policy

    12. Gossip Policy

    13. Layoff and Recall Policy

    14. Medical Records Documentation SOP

    15. Medication Policy

    16. Session Attendance Policy

    17. SOAP (Session Note) SOP

    18. Staff Shortage Clinical Adjustment SOP

    19. Time and Attendance Policy

    20. Training Reimbursement Agreement

    21. Utilization & Minimum Billable Hours Expectation SOP

    22. Vacation Time Policy

    23. Work from Home Policy

    24. Working Off The Clock Policy

The Proven ABA Business Toolkit

  • Developed by highly experienced former ABA business owners
  • Successfully used by ABA companies across the globe
  • New content added every month!