Built for ABA practices

Authorization tracking, session documentation, and billing built for the way ABA actually works

ABA practices run on prior authorizations, unit counts, and insurance scrutiny that most EMRs were never designed to handle. BCBAs supervise. RBTs deliver. Payers audit. StrataEMR keeps authorization units tracked, session notes defensible, and claims moving without a billing team buried in denials.

Trusted by Hundreds of Physical, Occupational and Speech Therapy Clinics

  • Total Therapy Florida

    8 Locations

  • On The Go

    11 Therapists

  • Mobile Therapy Group

    18 Therapists

  • BlueRock

    3 Locations

  • High Desert

    4 Locations

  • Gravity

    6 Therapists

  • Omni PT

    5 Therapists

How it works

Built for ABA from authorization to claim

Four places StrataEMR keeps ABA practices ahead of unit counts, supervision requirements, and payer scrutiny.

Step 1

Authorization units tracked at the patient level

ABA payers approve units, not visits. StrataEMR tracks authorization units per CPT code per patient — 97151 assessment, 97153 direct treatment, 97155 BCBA supervision, 97156 family training, 97158 group treatment — and decrements them as each session note is completed. Reauthorization tasks surface before the units run out, not after a session has already been delivered without coverage.

  • Units tracked per CPT code per patient
  • Live decrement as session notes complete
  • Reauthorization tasks surfaced before exhaustion
Patient K., age 8
BCBS Commercial · Auth #A-48217
Active
97151 · Assessment
8 of 8 units used
Exhausted
97153 · Direct Treatment
240 of 360 units used
67%
97155 · BCBA Supervision
12 of 40 units used
30%
97156 · Family Training
4 of 16 units used
25%
Reauthorization request due in 18 days
Task assigned to A. Reyes · due 6/07

Step 2

Session documentation built for high-volume delivery

An RBT delivering three sessions a week per patient cannot rebuild a note from scratch every visit. Daily session notes auto-clone the prior note, carrying goals targeted, programs run, and behavior categories forward. The clinician documents what changed during this session — data collected, behaviors observed, prompts faded — instead of restating the program from the beginning every time.

  • Auto-clone of prior session note per patient
  • Goals and programs carried forward automatically
  • Documented per CPT code with units billed
Patient K. · Weekly schedule 32 units / wk
Mon
Session 1 · 97153
RBT: J. Alvarez · 8 units
Auto-clone
Wed
Session 2 · 97153
RBT: D. Nguyen · 12 units
Auto-clone
Fri
Session 3 · 97153
RBT: J. Alvarez · 12 units
Auto-clone
Session note · Fri Cloned from Wed
Delivered by J. Alvarez, RBT
Supervised by Dr. M. Patel, BCBA-D · attested
Required
Goals targeted Data trial Behavior log

Step 3

BCBA oversight without the administrative drag

Every session note delivered by an RBT requires BCBA supervision attestation. The supervising BCBA's name and credentials are captured on the session note. BCBA caseload visibility shows every patient under a supervising clinician, with session notes awaiting review queued in one place. Supervision documentation is treated as a clinical requirement, not a checkbox added at the end of the week.

  • Supervision attested on every RBT-delivered note
  • BCBA caseload visibility per supervising clinician
  • Notes awaiting review queued for the supervisor
Staff roster 4
J. Alvarez
RBT
View caseload
Dr. M. Patel
BCBA-D
View caseload
S. Reyes
BCBA
View caseload
D. Nguyen
Inactive
RBT
Supervision history preserved
BCBA tasks
5 session notes awaiting BCBA review
Assigned to Dr. M. Patel, BCBA-D
Patient K. · 97153 3/19
Patient L. · 97153 3/19
Patient T. · 97158 3/18
Patient B. · 97153 3/18
Patient K. · 97153 3/17

Step 4

ABA billing that knows the rules

The StrataPT billing team works inside the EMR and knows ABA-specific procedure codes, unit math, and payer rules. Pending claims, denials, and appeals are handled by billing staff who understand 97151 through 97158, place-of-service distinctions between home (POS 12) and office (POS 11), and the credentialing holds each payer requires before a BCBA's claims can be submitted. Document completion gating blocks a session note from being marked complete unless authorization is active for the CPT code, the staff member's type matches the code, BCBA supervision is attested, and required selections are filled.

  • ABA-fluent billing team inside the EMR
  • Completion gating per session note
  • Credentialing holds tracked per payer
Pending claims 9
97151 · 8 units
Patient K. · POS 11
Posted
97153 · 12 units
Patient K. · POS 11
Pending
97153 · 8 units
Patient L. · POS 12
Pending
97155 · 4 units
Patient K. · POS 11
Posted
Completion gate
Patient K. · 97153 · Fri
Authorization active for CPT 97153
Staff Type matches RBT
BCBA supervision attested
Required selections complete
Credentialing verified for BCBS Commercial - claim cleared to submit

What's in the workflow

Every ABA touchpoint, covered

Authorization tracking, supervision capture, staff scoping, and an in-house billing team that knows ABA codes.

Authorization unit tracking

Authorization units tracked per CPT code per patient. Units decrement as session notes are completed and reauthorization tasks surface before they run out.

Daily note auto-cloning

Session notes auto-clone the prior note for the same patient and CPT code. Goals, programs, and behavior categories carry forward so the RBT documents what changed.

Staff Type enforcement

Staff Type per discipline — RBT, BCBA, BCBA-D, Admin — controls which CPT codes a staff member can document under and which patients they can access.

Document completion gating

Session notes cannot be marked complete without active authorization, matching staff type, attested BCBA supervision, and completed required selections.

BCBA caseload visibility

Supervising BCBAs see every patient on their caseload and every session note awaiting review in one place. Supervision history is preserved when an RBT leaves.

Clarity Panel

Per-patient financial summary covering charges, payments, adjustments, and outstanding balance. Owned by the billing team, visible to owners.

StrataPT billing team

Billing staff fluent in ABA-specific procedure codes and unit math work inside the EMR. Pending claims, denials, and appeals handled without a secondary platform.

Credentialing holds per payer

Each payer's credentialing requirements are tracked per staff member. Claims for a BCBA who is not credentialed with a payer are held until the credential clears.

Full capability set

One platform. Built for ABA.

Everything below is included. No per-user fees. No per-location pricing.

Authorization management

  • · Authorization units per CPT code
  • · Live decrement as session notes complete
  • · Reauthorization deadline tasks
  • · Authorization expiry tracking per patient
  • · Auth number captured on every claim
  • · Per-CPT unit limits enforced

Documentation

  • · Auto-clone session notes per CPT code
  • · Goals and programs carried forward
  • · Behavior log and data trial capture
  • · ABA-scoped templates (97151–97158)
  • · Inherit Patient Intake
  • · Document amendment with versioning

Supervision and access controls

  • · BCBA supervision attestation
  • · Supervising BCBA captured on every RBT note
  • · BCBA caseload visibility
  • · Staff Type per discipline (RBT, BCBA, BCBA-D, Admin)
  • · Inactive staff status preserves supervision history
  • · Per-patient staff assignment

Compliance and completion

  • · Document completion blocks
  • · Active authorization required per CPT
  • · Staff Type must match CPT code
  • · BCBA supervision attestation enforced
  • · Required selections per template
  • · Two-factor authentication

Billing and RCM

  • · StrataPT billing team fluent in ABA codes
  • · Clarity Panel per patient
  • · Pending Charges
  • · Accounts Receivable
  • · Place-of-service tracking (POS 11, POS 12)
  • · Denial follow-up and appeals
  • · Credentialing holds per payer

Reporting

  • · Authorization Utilization
  • · Visit Totals by CPT
  • · Payer Analysis
  • · Average Reimbursement by Payer and CPT
  • · Supervision Hours by BCBA
  • · Patient Balance
  • · Patient Discharge

Permissions

  • · Front Desk
  • · Clinical Staff
  • · Therapy Director
  • · Practice Administrator
  • · Business Owner
  • · Limit Financial Features modifier
  • · View Only Own Schedule modifier
  • · Prevent Document With Billable Charges Completion

Patient engagement

  • · Appointment reminders (text, email, voice)
  • · Balance alerts
  • · Patient portal
  • · Authorize.net online payments
  • · Recommended collection amount per visit
  • · Scan-to-pay copay flow

FAQ

Common questions from ABA practices

Authorization managed. Sessions documented. Claims paid.

See how StrataEMR runs unit tracking, BCBA supervision capture, and ABA billing in one workflow.