End-user guide

Objective

Serve as a quick manual for non-technical users who need to complete real daily tasks.

Before you start

• Verify that you can sign in.
• Confirm the active location (if applicable).
• Make sure required modules are visible in the menu.

Common tasks

1. Sign in

1. Sign in with username and password.
2. Complete 2FA if prompted.
3. If you cannot access your account, use password recovery.

2. Check schedule and pending items

1. Open Home to review your daily summary.
2. Open Calendar to verify appointments and events.

3. Work with clients

1. Search for the client in Clients.
2. Review key data and case context.
3. Record or update required information.

4. Record service notes

1. Open Notes and select RBT or BCBA.
2. Complete required information.
3. Save and confirm the note is properly registered.

5. Complete clinical follow-up

The BIP (Behavior Intervention Plan) is the core clinical guide for behavior work with each client. Before recording progress, make sure you are following the active plan.

1. Review the BIP and/or initial assessments.
2. Check supervision logs when applicable.
3. Validate client consent forms.

6. Resolve incidents

1. Create a ticket if there is a blocker or functional issue.
2. Attach context: module, client, date, and error message.
3. Track updates in My Tickets.

Best practices

• Record information as soon as it happens.
• Verify data before saving.
• Escalate incidents with clear evidence.
• Confirm permissions when a menu option is missing.

Assumptions

• This guide prioritizes common tasks and does not cover all exceptional cases.
• Some steps may vary based on role and internal policies.