A connected case record

ABA Case Management Software

HapMetrix keeps the people, records and decisions around an ABA case together, so a practitioner or practice owner can see the work in its proper context.

Case storyActive

ACTIVE CASE

Amaya Carter

Lead practitionerMaya Lewis
Case typeSkill development
MembersClient · Tutor

GOALS & PROGRESS

FUNCTIONAL COMMUNICATION6 of 8 steps mastered

From a signed agreement to an active case

HapMetrix can hold an enquiry while a contract is drafted or sent. When the agreement is signed, the system creates the case. The record can then bring together the service recipient, client contact, presenting information, case type, lead practitioner and other authorised case members.

Capture the enquiry
Send and sign the agreement
Assign the clinical lead
Manage the active case

See the whole case, not a set of separate tools

Case details and access

Maintain core details and case membership in one place. The application uses capabilities and role-aware access, with client and tutor access managed through the relevant workflows.

Targets, documents and sessions

Skill targets, behaviour targets, case documents, session work and notes can be accessed from the case. This creates a joined-up record rather than a separate data store.

Financial and historical context

Case billing includes sessions awaiting billing, invoices and payments. Case history and audit features help the practice review what happened and when.

Manage change without losing the record

Cases can be active, paused, discharged or archived. An archived case is frozen to edits. A discharged case can still take appropriate business writes but not new sessions or clinical records, preserving a practical distinction between completion and archive.

Bring each case into focus

Set up your practice and manage case work from a single HapMetrix workspace.

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