Resources include:

    1. How to access resources in the Compass OS Toolkit

    1. Annual Review - BCBA

    2. Background Check Authorization

    3. Clinical Job Levels

    4. Clinician Competency Worksheet

    5. Employee Discussion Summary Template

    6. Employee Manual Template

    7. Employee Self Evaluation

    8. Employee Video and Audio Recording Consent

    9. Employment Contract (sample)

    10. Media Consent & Release Form

    11. Multiple Relationship Statement of Understanding

    12. Performance Diagnostic Checklist

    13. Performance Feedback Tool - BT

    14. Performance Feedback Tool - RBT

    15. Performance Improvement Plan template

    16. Positive Discipline Policy

    17. Promotion Offer Letter

    18. RBT Levels Manual and Testing Procedures

    19. Reasonable Work Accommodation

    20. Scorecard - Clinical Director

    21. Staff Feedback Preference & ACES Survey

    1. Benefits Check template

    2. Client Kickoff Meeting Checklist (clinic-based services)

    3. Client Intake Checklist

    4. Client Intake Forms

    5. Client Video and Audio Recording Consent

    6. Emergency Information Form

    7. Failure to Reach Letter

    8. First Aid Permission Form

    9. New Client Supply List

    10. On-Hold Notification

    11. Parent/Caregiver Contract

    12. Parent/Caregiver Handbook

    13. Release of Information

    14. Safety Care Consent Form

    1. BCBA Caseload Organizer (includes video demo)

    2. Business Model Planning

    3. Business Plan template

    4. Cash Flow spreadsheet (includes video explanation)

    5. Client Service Policy

    6. Clinical Interview Questions

    7. Financial Payment Form

    8. Financial Risk/Benefit Analysis

    9. HIPAA: Business Associates Agreement (BAA)

    10. HIPAA: Google G-Suite Implementation Guide

    11. HIPAA: Google Workspace HIPAA BAA Task Analysis

    12. Private Pay Agreement

    13. Safety Manual

    14. Staff Resource Planner (includes video lesson)

    15. Staff Retention Tracker

    1. ABA Therapy Discharge Checklist

    2. Classroom Admission Criteria

    3. Client & Employee Satisfaction Survey Questions

    4. Client Abuse Policy

    5. Client Bill of Rights

    6. Client Onboarding SOP

    7. Clinical Budget SOP

    8. Complaint Reporting Procedures

    9. Conflict of Interest Policy

    10. Conflict Resolution Form

    11. Cultural Competency & Diversity Policy

    12. Dress Code Policy

    13. Ethics Policy

    14. Gossip Policy

    15. Layoff and Recall Policy

    16. Scheduling SOP (example)

    17. Scheduling Strategies (video lesson)

    18. Session Attendance Policy

    19. Time and Attendance Policy

    20. Training Reimbursement Agreement

    21. Utilization & Minimum Billable Hours Expectation SOP

    22. Vacation Time Policy

    23. Work from Home Policy

    24. Working Off The Clock Policy

    1. State Medicaid Structure Example

    2. FBA/FA & BSP Process

    3. New Hire Onboarding Checklist

    4. Mental Health Parity - Non-Quantitative Treatment Limits

    5. ABA Pre-Treatment Workflow

    6. HR Compliance Checklist

    7. DSM-5-TR ASD Diagnostic Criteria

The Proven ABA Business Toolkit

  • Developed by highly experienced former ABA business owners
  • Successfully used by ABA companies across the globe
  • New content added every month!