ABA Practice Handbooks

Spend less time writing policies.

Editable, ABA-specific templates designed to help your practice save time, stay prepared, and move forward with confidence.

Customers report saving 95 hours with just two handbooks.

Editable Templates Delivered in Word and Excel.

Free Updates Future updates included at no extra charge.

Accreditation Ready Built to support accreditation preparation and review.

In-Network Audit Ready Proven through hundreds of successful audits and reviews.

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Estimated internal creation cost $10,300.00

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Company Policy Manual

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Company Policy Manual

Lay a strong foundation for your business with 3 Pie Squared's comprehensive ABA company policies manual. Craft clear, effective, and detailed policies.

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📺 Watch 📺 our overview of the Company Policy Manual here! The success of your ABA company’s mission hinges on your ability to clearly communicate policies and standards to your staff. In addition, you must document these policies to avoid potential misunderstandings. Our experts at 3 Pie Squared have helped over 900 ABA businesses improve their operations management processes. We have developed a Company Policy Manual to help ABA companies properly oversee their staff. This manual is a key component in our comprehensive suite designed to pass audits, including Optum, Kaiser, BHCOE, and Medicaid. This 260-page Company Policy Manual provides a clear framework for all applicable policies.  Moreover, to ensure proper implementation, the policy framework is complemented with quizzes and checklists designed to educate employees and address all components of these policies. By utilizing our Company Policy Manual, you can establish a solid foundation for managing your staff and ensuring compliance with state requirements. Check out what you get by scrolling down
	Quality Policy
	References
	Terms and Definitions
	Control of Documents
	Control of Records
	Management Commitment
	Client Focus
	Quality Policy
	Planning
	Quality Objectives
	Continuity of Operations
	Responsibility, Authority and Communication
	Responsibility and Authority
	Management Representative
	Communication
	Management Review
	Review Input
	Review Output
	Resource Management
	Provision of Resources
	Competence, Awareness and Training
	Hiring Process
	Materials and Resources
	Working Environment
	Crisis Management
	Whistleblower Policy for Employees and Managers
	CPR Training
	Day Program
	OSHA
	Worker’s Compensation Procedures for Managers
	Inclement Weather
	Training
	Workers’ Compensation
	Employee Acknowledgement Form
	Travel Time
	Expense Reimbursement
	Supervision Assistance Program and Tuition Assistance Program
	Meal Waiver
	Antidiscrimination/ Antiharassment Policy
	Equal employment opportunity
	Retaliation
	Sexual harassment
	Harassment
	Individuals and Conduct Covered
	Reporting an Incident of Harassment, Discrimination or Retaliation
	Complaint Procedure
	Tuition Reimbursement/Education Assistance Reimbursement Agreement
	Prospective/Referred Clients
	Contacting the Client
	Scheduling Intake
	Intake Process
	Collection of Documentation
	Assessment Process
	Referral & Termination Process
	Parent Participation
	Client & Employee Safety
	Termination of Services
	Client Surveys
	Client Complaints
	Background Check Procedure
	Fingerprinting Employees
	Client Complaints Procedure
	Client Complaint Form
	Client Satisfaction Survey Procedure
	Continuous Improvement Project Procedure
	Control of Records Procedure
	Document Control Procedure
	Emergency Procedure
	Incident Report
	External Referral Procedure
	Hand Washing Procedure
	Infectious Disease Procedure
	Oral Hygiene
	Cleaning and Sanitizing
	Sanitizer Chart
	Food Contact Surfaces
	Food Safety
	Prevention of Food-borne Illness
	Other Precautions
	Personal Belongings
	Insect Precautions
	Disease Control
	Internal Referral Procedure
	Parent Participation Procedure
	Supervision Procedure
	Disciplinary Procedure
	Sexual Harassment Procedure
	Responding to Conduct in Violation of Policy
	Complaint Resolution Procedures
	Discipline
	Confidentiality
	Ergonomics and Toxic Exposure Procedure
	Musculoskeletal Injuries
	Preventive Measures
	Environmental Hazards: Exposure to Toxic Materials
	Fire Safety and Disaster Emergency Evacuation Procedure
	Emergency Response Plan
	Session Guidelines and Data Collection Work Instruction
	Evaluation Work Instruction
	Client Binder Work Instruction

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Full Version:800.00

Employee Handbook

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Employee Handbook

Enhance your hiring and onboarding process with 3 Pie Squared's ABA Employee Handbook. Achieve sustainable growth and team efficiency.

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📺 Watch 📺 our overview of the Employee Handbook here! The employee onboarding process can be overwhelming and time-consuming. We understand the challenges that ABA companies face when ensuring that employees acclimate into the company's culture and policies. That's why we are thrilled to introduce our founder, Stephen Smith's Employee Handbook designed specifically for ABA companies like yours. Stephen Smith is a renowned expert in the ABA industry, and his Employee Handbook has already received recognition from countless managers. They describe it as nothing short of a "blessing" that has saved them time and helped them meet industry standards. This handbook is a key component in our comprehensive suite designed to pass audits, including Optum, Kaiser, BHCOE, and Medicaid. Our Employee Handbook is the ultimate resource for your employee onboarding and orientation needs. It includes all essential forms, checklists, and guidelines required to streamline your hiring processes. Check out what you get by scrolling down
	New Hire Checklist
	Employee Direct Deposit
	Offer Letter
	Employee Handbook
	Overview
	Acknowledgment of Receipt of Employee Handbook
	Job Requirements
	Probationary Period
	Training
	Performance Evaluation
	Termination
	Agreement to Be Video-Taped & Photographed
	Client Code of Conduct
	Rules and Regulations
	Confidentiality Policy
	Appropriate Treatment of Clients
	Interaction with Families
	Cultural Competency Policy
	Gifts
	Working in a Client Home
	Permission for Background, Education and Malpractice Check
	Permission for Fair Credit Reporting Act (FCRA) Background Check
	Alcohol and Drug Policy
	Dress Code Policy
	Resolving Grievances
	Whistleblower Policy
	Antidiscrimination/ Antiharassment Policy
	Communication Policy
	Cell Phone Usage During Sessions
	Schedules
	Calendar/Schedule Policy
	Split Shift Policy
	Cancellation and Missed Appointment Policy
	Attendance Policy
	Time Off
	Excessive Lateness and Tardiness Policy
	Break Policy
	PTO Accrual Policy
	Personal Cell Phone Reimbursement Policy
	Mileage Reimbursement Policy
	Accidents at Work
	Safety Policy for In Home Health
	Weapon-Free Workplace Policy
	Incident Report Policy
	Property Policy
	Email Account Policy
	Social Media, Internet Usage/Activity and Online Profiles Policy
	Employee Rights
	At-Will Employment
	Equal Opportunity Employer
	Discrimination & Harassment
	Mandated Reporting
	Family and Medical Leave Act Policy (FMLA)
	Wages and the Fair Labor Standards Act Policy (FLSA)
	Non-Solicitation Agreements
	Driving Record
	Employment Application
	Hepatitis B Vaccination Waiver
	Supervision Contract for Insurance
	Interview Non-Disclosure Agreement
	Interviewee Questions
	Employee Performance Evaluation
	Employee Verbal Warning
	Employee Written Warning
	Exit Interview Questionnaire
	Exit Interview Checklist

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Full Version:400.00

Client Handbook

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Client Handbook

Streamline communication and build trust with 3 Pie Squared's Essential Client Handbook. Ensure compliance and enhance your ABA practice's success.

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📺 Watch 📺 our overview of the Client Handbook here! Since 2017, over 1000 ABA practices have depended on 3 Pie Squared to streamline the client onboarding process. Our owner, Stephen Smith, has earned a stellar reputation for helping them navigate this process. He is an unsurpassed expert in the industry. One of the ways 3 Pie Squared has helped ABA companies with their client onboarding and management process is by providing a Client Handbook. Our Client Handbook will help your ABA company develop a systematic approach to taking on and handling new clients. In This 153-page Client Handbook you will obtain all the necessary resources to set expectations, educate clients, and help them feel welcome. This Client Handbook will help ABA practices set the foundation for harmonious, lasting relationships with new clients. This handbook is a key component in our comprehensive suite designed to pass audits, including Optum, Kaiser, BHCOE, and Medicaid. Check out what you get by scrolling down
	Intake Packet Checklist
	Welcome Page
	Financial Responsibility Agreement
	Non-Violent Physical Crisis Intervention
	Permission for Assessment
	Mandated Reporter Disclosure Form
	Notice of Privacy Practices
	Authorization and Consent to Participate in Tele-Health Consultation
	Medical Questionnaire
	Parent Questionnaire
	Client Information
	Risk Assessment
	Client Home Safety Checklist
	Non-Cohabiting Guardians Policy
	Client Handbook
	Welcome
	What is Applied Behavior Analysis (ABA)?
	Services in Applied Behavioral Analysis
	Transitioning and Fading
	Behavior Analyst Certification Board (BACB) Guidelines
	Guideline for "Informed Consent" is as follows:
	Personal Health Information (PHI) storage
	Evidence-Based ABA Practices
	Employee Descriptions
	Agreement to Videotape - Audiotape - Photograph
	Parent Participation
	Parents’ Interaction with Employees & Dual Relationships
	Wellness Policy Statement of Understanding
	Pets and Animals
	Aggressive Behavior
	Smoking
	Illegal Activity
	Day Program regulations
	Antidiscrimination/ Antiharassment Policy
	Abuse and Molestation Prevention
	Purpose
	Definitions
	Protection and Prevention
	Volunteer and Employee Screening Procedures
	Confidentiality
	Supervision Procedures
	Behavioral Guidelines for Paid Employees
	Response to Sexual Abuse
	Abuse and Molestation Prevention Policy Acknowledgement
	Cultural Competence Policy
	Temperature Control
	Gifts
	Excessive Lateness and Tardiness Policy
	Communication
	Cancellations and Missed Appointments
	Cancellation and Missed Appointment Policy Acknowledgement
	Running Late
	Schedule Change Requests
	Employee Cancels or Running Late
	Inclement Weather Policies and Procedures
	Service Agreement and Consent Form
	Outing Procedure Form
	Authorization to Release Professional Information
	Client Satisfaction Survey
	Client Complaint Form
	Client Incident Report
	Incident Report
	Facility Health Policy
	Accidents
	Allergies
	Nut-Free Zone
	Wellness Policy
	Infectious Diseases
	Injurious Behavior
	Medical Emergencies
	Medications
	Pandemic
	Supplemental Information
	Parent Participation Verbal Warning
	Parent Participation Written Warning
	Clinic Supplemental Information
	Welcome to Clinic Program
	Swim Policy
	Footwear Policy
	Drop off and Pick up Policy for Clinics
	Snow Removal Policy
	Clinic Group System
	Participation Guidelines
	Parent Notification Policy
	Privacy Waiver
	Client Satisfaction Survey for Clinics

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Demo Version: 0.00

Full Version:400.00

Supervisor Handbook

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Supervisor Handbook

Elevate your supervision in ABA with 3 Pie Squared's comprehensive Supervisor Handbook. Boost team performance and supervisory excellence.

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Every ABA practice must make sure its supervisors follow through on their obligations. The 56-page Supervisor Handbook has all the crucial details to help them do their job effectively. In addition, this document contains a detailed breakdown of their roles and responsibilities, which go beyond those covered in the employee handbook. This handbook is a key component in our comprehensive suite designed to pass audits, including Optum, Kaiser, BHCOE, and Medicaid. This handbook was written by our industry-recognized experts at 3 Pie Squared. It is one of the resources that have been used by hundreds of other ABA practices. Our founder, Stephen Smith, used similar approaches to manage supervisors when he ran his own ABA practice for 10 years. Check out what you get by scrolling down
	Supervisor Policies/Expectations
	Intake and Assessment
	Conducting Assessment
	Assessment reports
	Report Process
	Behavior Plans
	Functional Assessment
	Functional Behavior Assessment and Initial Treatment Plan
	Initial Therapy/Case Start-Up
	Setting criterion for Pairing
	Progress Updates
	Case Transitions
	Discharge Planning
	Case Supervision and Programming
	Treatment Planning
	Ongoing Case Supervision
	Behavior Technician Training
	Staff Incentive Program
	Supervisor Meetings
	Case Reviews
	Case Presentations
	Professional Development
	Supervisor Bonus Structure
	BCBA Duties
	Therapy Resources Building and Maintenance Policy
	Open Request periods
	Donation Requests
	Client Specific Requests

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Demo Version: 0.00

Full Version:400.00

Behavior Tech Checklist

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Behavior Tech Checklist

Optimize your ABA practices with 3 Pie Squared's Essential Behavior Technician Checklist. Achieve peak performance with proven strategies.

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📺 Watch 📺 or 🎧 listen 🎧 to our podcast for a guide on skill acquisition-based raises using our Behavior Tech Checklist The Behavior Tech Checklist is your comprehensive guide for your techs in training to develop core competencies and prepare to take the test. With our 32 treatment integrities, every aspect of competency that your techs must meet to excel in their roles is covered. Going beyond exam preparation, the checklist helps you establish the best compensation structure for your techs based on their acquired expertise, ensuring that they feel valued and motivated to continue their growth within your organization Directors at many ABA practices that 3 Pie Squared has served have stated that our Behavior Tech Checklist and other resources have reclaimed countless hours that could be spent better managing their operations. With years of experience in overseeing behavior techs, our team at 3 Pie Squared has packed this invaluable resource with insights and best practices to support your success. This is a key component in our comprehensive suite designed to pass audits, including Optum, Kaiser, BHCOE, and Medicaid. Check out what you get by scrolling down
	32 Treatment Integrity templates
	6 point Ranking System
	Skill Acquisition Based Wage Increases
	BT Competency Review

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Demo Version: 0.00

Full Version:300.00

Automated Survey Builder (Beta)

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Automated Survey Builder (Beta)

Discover how 3 Pie Squared’s user-friendly survey builder can enhance your ABA practices. Simplify data management and achieve better results.

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ABA practices must usually meet funder requirements for working with insurance companies. We understand the importance of client confidentiality, making it challenging to gather testimonials. Survey data is a more reliable means of meeting funder requirements. This is a key component in our comprehensive suite designed to pass audits, including Optum, Kaiser, BHCOE, and Medicaid. With our Automated Survey Builder, you can easily collect valuable client feedback while maintaining anonymity. Our user-friendly interface allows you to set up customized surveys quickly and effortlessly. The data collected can be presented in a helpful and informative manner, providing you with the insights you need to enhance your practice.
	3 Client Surveys
	2 Staff Surveys
	Export to HTML feature to upload to your site

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Demo Version: 0.00

Full Version:150.00

Case Load Utilization

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Case Load Utilization

Maximize efficiency and client satisfaction in your ABA practice with 3 Pie Squared's Case Load Management Tool. Streamline your workload today.

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📺 Watch 📺 our podcast for a guide on how to use the sheet!

Maximize Efficiency with the 'Case Load Utilization' Tool for BCBA and ABA Businesses

Introducing our innovative 'Case Load Utilization' Excel spreadsheet – a must-have solution for BCBA and ABA business professionals aiming to optimize their case load management. This tool is expertly designed to streamline your scheduling, drive time, and overall case load management, making it an indispensable asset for your ABA practice.

Key Features:

Customizable Settings: Tailor the spreadsheet according to your specific requirements, including average drive time, supervision session time, and direct service session time.
Client Service Analysis: Input your client service data, and the tool calculates the optimal number of BCBAs, BCaBAs, and technicians needed for efficient case load handling.
Advanced Complexity & Needs Assessment: Categorize cases as high, medium, or low complexity, allowing for more precise staff allocation and time management.
Billable Requirements Calculator: Includes drive time to determine the weekly needs for BCBA/BCaBA and BT staff, ensuring adherence to billable requirements.
Incorporates Parent Training Time: Automatically calculates the average parent training as a percentage of direct service, facilitating comprehensive care planning.
Support Staff Percentage Allocation: Efficiently manage your support staff distribution based on client needs and case complexity.
Research Time Consideration: Adjust for additional time required for research, ensuring your staff has the resources they need for client success.
Drive Time Buffering: Incorporates buffers for drive time, ensuring realistic and manageable schedules for your team.

This is a key component in our comprehensive suite designed to pass audits, including Optum, Kaiser, BHCOE, and Medicaid.

With the 'Case Load Utilization' tool, your BCBA or ABA business will benefit from enhanced operational efficiency, improved staff allocation, and better time management.

Elevate your ABA practice today with our 'Case Load Utilization' spreadsheet – the smart solution for every forward-thinking BCBA and ABA business!

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Demo Version: 0.00

Full Version:150.00

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