How to set up Scheduling limits for the entire agency and individual accounts

This guide is essential for agencies looking to effectively manage scheduling limits for their clients and therapists, ensuring compliance and optimal resource allocation. It provides detailed instructions on setting both daily and weekly limits at the agency and individual levels, allowing for customized configurations based on procedure and certification types. By following this guide, users can enhance operational efficiency and maintain control over service delivery, ultimately improving client and therapist management.

Agencies are able to set scheduling limits for clients, therapists and procedures, both weekly or daily. You will be able to set these restrictions at agency and individual (client and therapist) levels.

1. At Agency level

  • Go to the Agency view
  • Go to the Scheduling limits tab

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

1.1. Limits by procedure and certification type:

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 the 97151 TS procedure per client per day.

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

You can also 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

1.2. Weekly

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 the 97156 procedure per client per week:

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

2. At individual level

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

  • Search for the Scheduling limits tab

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

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 procedure per day.

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

Or, for example, you can also change the weekly hour limit for a specific client from the weekly section: