Agency Management
Guides for admin accounts on how to set up and manage agency configurations.
- Admin Configuration Guide: Setting up the new notes system for Behavior treatment sessions
- Detailed Guide for the Quality Assurance feature
- How to add a new Staff
- How to change permissions in Administration accounts
- How to enable Security settings in ABA Matrix
- How to pay Invoices
- How to set up forms for the agency
- How to set up Scheduling limits for the entire agency and individual accounts (daily, weekly & monthly hourly limits)
- How to switch between different locations of an agency
- How to Use Saved Payment Methods & Invoice Alerts
- How to use the ABA Matrix EVV
- How to use the Behavior and Program Libraries from administrative accounts
- How to use the Clients and Employees intake management system