Cases and people
Keep the service recipient, contact details, presenting information, case members and lead practitioner together. Role-aware access helps each person work within the right scope.
For behaviour analysts and ABA practices
HapMetrix connects the operational and clinical record around each case: from the first enquiry and contract through to practitioner work, session records, invoicing and archive.
Start enquiries, send a contract for signing and create a case once the agreement is complete. From there, your practice can maintain the information, people, documents and financial work connected to that case.
Keep the service recipient, contact details, presenting information, case members and lead practitioner together. Role-aware access helps each person work within the right scope.
Use skill and behaviour targets alongside session recording. Session data and notes belong to the case record, so the work can be reviewed in context.
Manage contract templates, case documents, sessions awaiting billing, invoices and payments without separating the practice record from the case.
Active and paused cases can be managed as the work develops. A discharged case remains available for appropriate business work, while an archived case is frozen to protect the completed record. Case history and audit views provide an account of activity and decisions.
Start with the cases you have now, then build your workflow as your practice grows.
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