In this training guide, you’ll learn how to schedule an RBT Supervision Session and ensure it is accurately accounted for in the RBT Supervision Report within Theralytics. This step-by-step guide will walk you through scheduling a session, selecting the necessary details such as the supervising BCBA, RBT, mode of meeting, and supervision type. Additionally, you’ll learn how to render sessions and generate the RBT Supervision Report for accurate tracking of supervision hours. By the end of this guide, you’ll have a clear understanding of how to manage and document RBT supervision sessions effectively, keeping your records organized and compliant. 

TABLE OF CONTENTS

• How to Schedule an RBT Supervision Session
• Generating the RBT Supervision Report
• FAQ

How to Schedule an RBT Supervision Session

Step 1: Start in the Scheduling Window

In this example, we are starting from the Scheduling window within the Manage Client module. Here, we can see that the RBT, Puss In Boots, is scheduled to provide direct therapy for Prince Charming. Our next step will be to add a BCBA Supervision appointment.

Step 2: Click and Drag

To create the appointment, click and drag next to the existing scheduled appointment. This will open the Create Appointment window.  

Step 3: Set the Date

Enter the date for the appointment.  

Step 4: Select Appointment Type

Select the appropriate appointment type from the dropdown menu. In this example, we will schedule a telehealth supervision session. 

Step 5: Select Location

Choose the appropriate location from the dropdown menu.

Step 6: Select Supervising Employee

From the dropdown menu, select the supervising BCBA. In this example, the BCBA, Lord Farquaad, will be supervising.

Step 7: Select Direct or Indirect

Choose Direct or Indirect supervision based on the session type.  

Step 8: Enable RBT Supervision Tracking

Check the box next to 'RBT Supervision.' This enables Theralytics to track RBT supervision hours, which will appear in the RBT Supervision Report. Once selected, additional scheduling options will appear below.

Step 9: Select RBT(s) Being Supervised

Add RBTs from the dropdown menu. You can select one or multiple RBTs as needed.

Step 10: Select Supervision Type

Choose the Supervision Type: either Individual or Group supervision.

Step 11: Select Meeting Mode

Choose the appropriate meeting mode from the dropdown menu. In this example, we will select 'Other,' as this is a telehealth supervision session.

Step 12: Check Observed with Client (If Applicable)

If the client will be present during the session, check the box labeled 'Observed with Client.'

Optional: Add Notes

If needed, you can add session-specific details in the Notes section.

Step 13: Save the Appointment

After confirming all your selections, click 'Save.'

Generating the RBT Supervision Report

Note: Both the BCBA's and RBT's appointments must be rendered to generate an accurate RBT Supervision Report. Rendering is essential to ensure the session is included in the report totals.

Step 1: Access the Reports Menu

Navigate to the 'Reports' menu.

Step 2: Navigate to Staff and Client Management

Click on 'Staff and Client Management.'

Step 3: Open RBT Supervision Report

Select 'RBT Supervision.'

Step 4: Select Report Filters

• Choose the appropriate RBT from the dropdown menu.

• Select the month and year for which you want to generate the report.

Step 5: Generate the Report

After making your selections, click 'Generate.'

Step 6: View and Download the Report

The report will display:

• Total supervision hours.
• Percentage met.
• Supervision appointment details.

Important:
If the report appears incorrect, verify that both the RBT's and the BCBA's appointments have been rendered.