Introducing Compass OS: Your Practice's "Easy Button"

Imagine having a complete, expertly-crafted operational system at your fingertips. A digital library packed with step-by-step guides, and a toolkit filled with ready-to-use templates for every facet of your practice. That’s Compass OS. We've distilled decades of ABA practice management expertise into one simple, powerful, and affordable subscription. It’s not just another course; it's your new operational headquarters.

The syllabus

6 Chapters · 82 Lessons

  1. 1

    Welcome to the Compass OS!

    1. (Included in full purchase)

      How to access resources in the Compass OS Toolkit

  2. 2

    Employee Document Templates

    1. (Included in full purchase)

      Annual Review - BCBA

    2. (Included in full purchase)

      Background Check Authorization

    3. (Included in full purchase)

      Clinical Job Levels

    4. (Included in full purchase)

      Clinician Competency Worksheet

    5. (Included in full purchase)

      Employee Discussion Summary Template

    6. (Included in full purchase)

      Employee Manual Template

    7. (Included in full purchase)

      Employee Self Evaluation

    8. (Included in full purchase)

      Employee Video and Audio Recording Consent

    9. (Included in full purchase)

      Employment Contract (sample)

    10. (Included in full purchase)

      Media Consent & Release Form

    11. (Included in full purchase)

      Multiple Relationship Statement of Understanding

    12. (Included in full purchase)

      Performance Diagnostic Checklist

    13. (Included in full purchase)

      Performance Feedback Tool - BT

    14. (Included in full purchase)

      Performance Feedback Tool - RBT

    15. (Included in full purchase)

      Performance Improvement Plan template

    16. (Included in full purchase)

      Positive Discipline Policy

    17. (Included in full purchase)

      Promotion Offer Letter

    18. (Included in full purchase)

      RBT Levels Manual and Testing Procedures

    19. (Included in full purchase)

      Reasonable Work Accommodation

    20. (Included in full purchase)

      Scorecard - Clinical Director

    21. (Included in full purchase)

      Staff Feedback Preference & ACES Survey

  3. 3

    Client and Intake Templates

    1. (Included in full purchase)

      Benefits Check template

    2. (Included in full purchase)

      Client Kickoff Meeting Checklist (clinic-based services)

    3. (Included in full purchase)

      Client Intake Checklist

    4. (Included in full purchase)

      Client Intake Forms

    5. (Included in full purchase)

      Client Video and Audio Recording Consent

    6. (Included in full purchase)

      Emergency Information Form

    7. (Included in full purchase)

      Failure to Reach Letter

    8. (Included in full purchase)

      First Aid Permission Form

    9. (Included in full purchase)

      New Client Supply List

    10. (Included in full purchase)

      On-Hold Notification

    11. (Included in full purchase)

      Parent/Caregiver Contract

    12. (Included in full purchase)

      Parent/Caregiver Handbook

    13. (Included in full purchase)

      Release of Information

    14. (Included in full purchase)

      Safety Care Consent Form

  4. 4

    Operational Documents and Spreadsheets

    1. (Included in full purchase)

      BCBA Caseload Organizer (includes video demo)

    2. (Included in full purchase)

      Business Model Planning

    3. (Included in full purchase)

      Business Plan template

    4. (Included in full purchase)

      Cash Flow spreadsheet (includes video explanation)

    5. (Included in full purchase)

      Client Service Policy

    6. (Included in full purchase)

      Clinical Interview Questions

    7. (Included in full purchase)

      Financial Payment Form

    8. (Included in full purchase)

      Financial Risk/Benefit Analysis

    9. (Included in full purchase)

      HIPAA: Business Associates Agreement (BAA)

    10. (Included in full purchase)

      HIPAA: Google G-Suite Implementation Guide

    11. (Included in full purchase)

      HIPAA: Google Workspace HIPAA BAA Task Analysis

    12. (Included in full purchase)

      Private Pay Agreement

    13. (Included in full purchase)

      Safety Manual

    14. (Included in full purchase)

      Staff Resource Planner (includes video lesson)

    15. (Included in full purchase)

      Staff Retention Tracker

  5. 5

    Policies and Procedures Templates

    1. (Included in full purchase)

      ABA Therapy Discharge Checklist

    2. (Included in full purchase)

      Classroom Admission Criteria

    3. (Included in full purchase)

      Client & Employee Satisfaction Survey Questions

    4. (Included in full purchase)

      Client Abuse Policy

    5. (Included in full purchase)

      Client Bill of Rights

    6. (Included in full purchase)

      Client Onboarding SOP

    7. (Included in full purchase)

      Clinical Budget SOP

    8. (Included in full purchase)

      Complaint Reporting Procedures

    9. (Included in full purchase)

      Conflict of Interest Policy

    10. (Included in full purchase)

      Conflict Resolution Form

    11. (Included in full purchase)

      Cultural Competency & Diversity Policy

    12. (Included in full purchase)

      Dress Code Policy

    13. (Included in full purchase)

      Ethics Policy

    14. (Included in full purchase)

      Gossip Policy

    15. (Included in full purchase)

      Layoff and Recall Policy

    16. (Included in full purchase)

      Scheduling SOP (example)

    17. (Included in full purchase)

      Scheduling Strategies (video lesson)

    18. (Included in full purchase)

      Session Attendance Policy

    19. (Included in full purchase)

      Time and Attendance Policy

    20. (Included in full purchase)

      Training Reimbursement Agreement

    21. (Included in full purchase)

      Utilization & Minimum Billable Hours Expectation SOP

    22. (Included in full purchase)

      Vacation Time Policy

    23. (Included in full purchase)

      Work from Home Policy

    24. (Included in full purchase)

      Working Off The Clock Policy

  6. 6

    Graphic Organizers

    1. (Included in full purchase)

      State Medicaid Structure Example

    2. (Included in full purchase)

      FBA/FA & BSP Process

    3. (Included in full purchase)

      New Hire Onboarding Checklist

    4. (Included in full purchase)

      Mental Health Parity - Non-Quantitative Treatment Limits

    5. (Included in full purchase)

      ABA Pre-Treatment Workflow

    6. (Included in full purchase)

      HR Compliance Checklist

    7. (Included in full purchase)

      DSM-5-TR ASD Diagnostic Criteria

Everything You Need to Systematize and Scale.

Compass OS is built on two core pillars, giving you both the knowledge and the tools to succeed. 1. The E-Learning Library Access our full suite of on-demand video courses and masterclasses. These aren't high-level theories; they are practical, actionable workshops that teach you the "how-to" behind every critical business function. 2. The Template & Resource Toolkit Stop starting from a blank page. Get instant access to our comprehensive library of fully customizable documents, spreadsheets, and templates. Just download, add your logo, and implement.

Get Complete Access for Less Than the Cost of One Billable Hour.

No complex tiers. No hidden fees. Just everything you need to run a better practice. Compass OS All-Access Pass $199/month Unlimited access to the entire E-Learning Library Full download access to the Template & Resource Toolkit New content, courses, and templates added monthly Cancel anytime, no questions asked.

$199.00 / month

Enroll now

Ready to Build a More Profitable, Scalable, and Stress-Free Practice?

Seal the deal with a bit more content that supports the main call to action.

$199.00 / month

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