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.
A connected case record
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.
ACTIVE CASE
GOALS & PROGRESS
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.
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.
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.
Case billing includes sessions awaiting billing, invoices and payments. Case history and audit features help the practice review what happened and when.
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.
Set up your practice and manage case work from a single HapMetrix workspace.
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