Documents
Guides on uploading, organizing, and managing documents within the platform.
- How to access and export reports in ABA Matrix (for administrative staff)
- How to add new documents for assistants, analysts, coordinators, and staff (for administrators)
- How to add new documents to client profiles (for administrative staff)
- How to configure required documents (for administrative staff)
- How to create the agency folder structure (for administrative staff)
- How to manage discharge forms and incident reports (for administrative staff)
- How to manage incident reports and sign discharge forms (for therapists)
- How to review uploaded documents (for administrative staff)
- How to update client documents by adding a new version (for administrative staff)
- How to update employee documents by adding a new version (for administrative staff)
- How to upload documents to user profiles (for RBTs and analysts)