How to add or edit competencies for RBTs (RBT goals)

This guide provides step-by-step instructions on how to add new RTB competencies. It explains how to access the program, search for the desired client, navigate to the competencies section, and add new competencies. It also covers how to add specific objectives (STO) and long-term objectives (LTO), and provides information on the different status options for tracking progress.

Creating a new RBT goal

1. To add new "RTB Competencies", you must access the program with your username and password and once inside go to the "clients" button in the side menu on the left side of your screen, as can be seen in the image.

2. A window will open with a list of all clients, go to the search bar located at the top right of your screen, to search for the desired client. To do the search you can use the first and last name, "Medicaid number", "EQ Health number", the name of the guardian or the client's telephone number, as can be seen in the image. 

The desired client will appear in the central part of the screen as indicated in the image with a red arrow, click on the desired client.

3. A screen will open with all the documentation and information about the client. Go to the menu bar at the top of the screen and press the "Competencies" button, as shown in the image.

4. Then press the "RTB Competencies" button, as seen in the image.

5. Click on the red button with the plus symbol to proceed with adding new competencies.

6. You will have access to a new window that is divided into 2 main parts. The first part includes all the information referring to the general information of the "competencies". Enter the necessary information and press the "save" button, located at the bottom as shown in the image.

7. The second part of this window refers to the "STO", "LTO", and Tasks that must be completed.

To add a new "STO" or a new "LTO" press the "Add" button located near the right side of the screen as shown in the image.

Managing STOs and LTOs: Adding and Editing

8. A small window will open where all the information regarding the "STO" will be included.

You have the option to set the start date, completion date, or expected completion date, if necessary.

9. You also have the possibility to specify the state in which the STO is and the effective date. The available statuses are:

• Pending: Marks the STOs that are waiting for implementation.
• Current: Indicates the active STO.
• Mastered: Designates objectives that have been successfully achieved.
• Discontinued: Indicates STOs that are no longer applicable or relevant.

These statuses offer better visibility into the progress of treatment plans and help you better monitor client outcomes over time.

10. Once all the information has been entered, press the "save" button to correctly save the STO, as shown in the image.

You should see a notification at the top of the screen that the STO has been successfully saved, as shown on the top right of the screen in the image.

11. Once the STO has been saved, you will have the option to duplicate it if required, through the "duplicate" button, and you will also have the option to edit it or delete.

Adding Task List to the new RBT goal

12. To add a task list to the new goal, follow these steps:

• Look for the tab labeled "Task List"
• Click on "Add" and a new task list field will appear.
• Enter the code for the task
• Enter the name or description of the task into the corresponding field.
• Save the changes

Viewing RBT goals created in the RBT Competencies Tab

13. Remember that only 5 "competencies" appear on a page, if you include more than 5 "competencies" they will be stored on another page which you can access by pressing the button at the bottom right of your screen as shown in the image.