How to set up a therapist account (RBTs and Analysts)

In order to set up a new therapist in the ABA Matrix system, you must ensure that you complete these steps:

1. Create the therapist:

The first step is to add the therapist to the database, which you can do by following the steps shown in these guides:

For RBT (System Assistant) accounts:

• How to add a new assistant (RBT)

https://docs.abamatrix.com/article/597-how-to-add-a-new-assistant-rbt

For Analyst accounts:

• How to add a new Analyst

https://docs.abamatrix.com/article/596-how-to-add-a-new-analyst

For Coordinator accounts:

• How to add a new coordinator

https://docs.abamatrix.com/article/600-how-to-add-a-new-coordinator

2. Assign therapists to the case:

To start working, each client must be assigned to their therapists. You can do this as follows:

• How to Assign and Unassign Clients to Therapists

https://docs.abamatrix.com/article/598-how-to-assign-and-unassign-clients-to-therapists

You can decide which analyst reviews whose notes (RBT and/or BCaBA) like this:

• How to assign analysts to review specific notes

https://docs.abamatrix.com/article/591-how-to-assign-analysts-to-review-specific-notes

3. Add the documents:

You can add all the documentation of both your clients and your employees to their profiles like this: 

Create Documents: 

To create new documents in the profile of an employee, whether is an analyst or an RBT, just follow these steps:

• How to add new documents for assistants, analysts, coordinators and staff members

https://docs.abamatrix.com/article/537-how-to-add-new-documents-for-assistants-analysts-coordinators-and-staff-members

Edit or Update Documents: 

If your agency uses a predetermined folder structure for employees accounts, you will see that structure when you create a new employee. You can update these documents for each specific therapist and upload new versions as needed. Here’s how:

• How to update Assistant, Analyst, Coordinator, and Staff documentation (add a new version)

https://docs.abamatrix.com/article/526-how-to-update-assistant-analyst-coordinator-and-staff-documentation-add-a-new-version

4. Review documents uploaded by the employees themselves:

If you want your employees to upload their own documents, all you have to do is review and approve them before moving on to the employee profile:

Employees can upload their own documents this way:

• How to upload documents for review (only for RBTs and analysts)

https://docs.abamatrix.com/article/540-how-to-upload-documents-for-review-only-for-rbts-and-analysts

Staff can review them later, this way:

• How to review RBTs and Analysts uploaded documents (Staff Members Only)

https://docs.abamatrix.com/article/538-how-to-review-rbts-and-analysts-uploaded-documents-staff-members-only

5. Add a restriction

• How to add a restriction for assistants and analysts

https://docs.abamatrix.com/article/593-how-to-add-a-restriction-for-assistants-and-analysts

6. Define Therapist Pay Rates

When creating the account, you must define the pay rate, but you can change it later like this:

• How to Change Employees Pay Rates

https://docs.abamatrix.com/article/555-how-to-change-employees-pay-rates