Quick guide for Staff members

Welcome to ABA Matrix! Below is some basic information you need to complete your job as a staff using the program. 

1. How to access the system?

First, you must go to https://www.abamatrix.com to access your account with the credentials provided by your agency.

2. What to do if you have problems logging in?

If you are unable to access your account, you can refer to this guide which will show you the steps to follow: 

First, let's try to recover your username to make sure you are using the correct credentials (email/username combination). To do that consult the following link:

• Recover your username

Secondly, let's try to reset your password. Please follow the steps in the following links:

• Get a new password

Finally, let's change the password to one of your choosing. Please follow the steps shown in the links below.

• How to change your password

3. How to make a ticket?

Once you access the system, if you have a problem or need help clarifying any doubts, you can contact us through the ticket system. This is the fastest and most efficient way of communication:

• How to make a ticket: steps to access the ABA Matrix system help

4. How to use the calendar in the system?

In the system, you can use the calendar like this:

• How to use the calendar from an administrative account

5. How does the symbology of events work?

In the system, each event will have a distinctive symbol to differentiate them on the calendar. In the same way, depending on the state in which the event is, it will have a different color.

To better understand the work dynamics in the system, you can review this guide, which shows the symbology used in the system:

• Symbology in ABA Matrix

6. How to set up your dashboard?

Once you access the system, you can personalize your dashboard, just follow these steps:

• How to set up your dashboard?

7. How to set up a new insurance?

Every time you have a new insurance, you can add it to your agency like this:

• How to set up a new insurance

8. How to set up the agency folder structure?

You can establish a folder structure for your agency based on different account types. Whenever a new account is created, the corresponding folder structure will automatically appear in the "Documents" tab for that account:

• How to create the agency Folder structure

You can also create Required Documents like this:

• How to add required documents

9. How to set up accounts:

a) How to set up a client account

• Here you can find a guide on how to set up a client

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

• Here you can find a guide on how to set up a therapist.

c) How to set up a caregiver account

• Here you can find a guide on how to set up a caregiver.

d) How to set up another staff account

• Here you can find a guide on how to set up a staff member.
• Administration permissions

10. How to deactivate accounts:

Here you can find a guide on how to deactivate a client:

• How to deactivate a client

Here you can find a guide on how to deactivate an assistant:

• How to deactivate an assistant

Here you can find a guide on how to deactivate an analyst:

• How to deactivate an analyst

11. How to give access to recapture signatures in the system?

Here you can find a guide on how to give access to recapture the caregiver signature:

• How to give permission to recapture the caregiver's signature

Here you can find a guide on how to give access to recapture the assistant signature:

• How to give permission to re-capture the assistant's signature

Here you can find a guide on how to give access to recapture the analyst signature:

• How to give permission to re-capture analyst's signature

12. How to give access to edit data in the system?

From the data collection hub, you will be able to grant access to data from previous sessions like this:

• Data Collection Access (for Staff members)

13. Graph Hub Tool in ABA Matrix

• Guide to the Graph Hub Tool

14. Supervision Monitoring Log

The Supervision Monitoring Log is a tool generated automatically by the system every month.

• How the Supervision Monitoring Log works (Staff Members Only)

15. How to change the client's insurance

Following these steps will ensure that the client's new insurance is correctly configured, and all future visits will be billed under the updated insurance.

• How to change the client's insurance

16. How to run billing?

Here you can find a guide on how to run the billing for the agency:

• How to run a billing

How to archive and unarchive visits:

• How to archive and unarchive visits

How to export financial analytics:

• Access and Export Financial Analytics Data Step-by-Step

17. How to run payroll?

Here you can find a guide on how to run the payroll for the agency:

• How to run a Payroll

You can revert a payroll like this:

• How to revert a payroll

How to add other fees to an employee's profile:

• How to add Other Fees

18. What reports does the system provide?

• What reports does ABA Matrix provide and how to export them?