How to set up Scheduling limits for the entire agency and individual accounts (daily, weekly & monthly hourly limits)

This guide is designed to help agencies effectively manage scheduling limits for both clients and therapists, promoting compliance and optimal resource allocation. It provides clear instructions to set daily, weekly, and monthly limits at the agency and individual levels, with customization options based on procedure and certification types. Using this guide ensures greater control over service delivery and supports efficient client and therapist management.

1.1 At Agency level

1. - Go to the Agency view

• Go to the Scheduling limits tab

From this screen you will be able to modify the daily, weekly and monthly limits for clients, RBTs, BCaBAs and Lead Analysts.

1.2 Limits by procedure and certification type:

2. - You can also add other limits by procedure and certification type.

For example, you can configure your agency to allow a maximum of 2 hours of 97151 TS per client per day.

1. Select the option Add limit
2. Select the procedure 97151 TS
3. Add the allowed hours
4. Accept

3. Or, for example, you can configure your agency to allow a maximum of 2 hours of Lead Analyst visits per client per day:

1. Select the option Add limit
2. Select Lead Analyst
3. Add the allowed hours
4. Accept

1.3 Weekly

4. These restrictions can also be set weekly from the Weekly tab.

For example, you can configure agency to allow a maximum of 2 hours of 97156 per client per week:

1. Select the option Add limit
2. Select the procedure 97156
3. Add the allowed hours
4. Accept

1.4 Monthly

5. The monthly limit hours can also be set at the agency level, from the Monthly tab:

For example, you can configure agency to allow a maximum of 100 hours of 97153 per RBT per month:

1. Select the option Add limit
2. Select the procedure 97153
3. Add the allowed hours
4. Accept

2. At individual level

6. - Go to the client's profile (or assistant's or analyst's profile)

• Search for the Scheduling limits panel

By default, the clients and therapists profiles will match the agency settings:

7. But you can configure a value different that the agency default on a specific client or therapist.

For example, you can configure a specific client to allow a maximum of 2 hours of 97155 per day.

1. Select the option Add limit
2. Select the procedure 97155
3. Add the allowed hours
4. Accept

8. Or, for example, you can also change the weekly hour limit for a specific client from the weekly section, or even the monthly limit hours.