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 New · Analyst Scorecard for ABA practices 

 Supervision compliance for every *client.* 
============================================

 Supervision ratio, parent training, and telehealth share are checked every month for every client, alongside each BCBA's billable hours. It's built from the sessions already in StreamABA and ready for audits, payer reviews, or your bonus plan.

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 ✓ **Q3 hours met**+24.65 hrs over target

 ✎ **Barrier note added**Parent training · Jul–Aug

  streamaba.com / staff / scorecards 

 MLMaya L.

BCBA · 20 hrs/wk target · 2026 bonus plan

 Checks missed YTD 3 

 Hours vs target +50.71 

 Q4 pace needed 19.4 hrs/wk 

 Q1 2026 Hours met 

 +24.26 hrs

 All client checks met 

 Q2 2026 Hours met 

 +1.80 hrs

 All client checks met 

 Q3 2026 Hours met 

 +24.65 hrs

 3 client checks missed 

 Q4 2026 In progress 

 226 to go hrs

 19.4 hrs/wk pace needed 

    The manual audit 

Compliance shouldn't be audited by *hand.*
------------------------------------------

- ### Client-by-client audits

    Supervision ratios and parent-training hours get pulled one caseload at a time, usually from exports and a spreadsheet.
- ### Misses found too late

    A supervision gap in July surfaces at quarter close or during a payer review, when it can no longer be fixed.
- ### No record of why

    When a check slips for a real reason, like a cancelled caregiver session, the explanation lives in someone's inbox.

    Checks by client 

Quality gates, checked for *you.*
---------------------------------

Supervision ratio, parent training, and telehealth share are evaluated every month for every client where the analyst is primary. One miss in a quarter misses that check for the quarter, and you can see exactly which one.

- Starts with supervision ratio, parent training, and telehealth share
- Turn on the checks you use and set each threshold
- Adjust a threshold for a single payer or client

 Check Jul Aug Sep Q3 Oct Nov Dec Q4 

   Supervision ratio                                          

  Parent training                                          

  Telehealth share                                          

   Supervision ratio                                          

  Parent training                                          

  Telehealth share                                          

    Barrier notes 

The context travels with the *number.*
--------------------------------------

Caregiver cancelled parent training twice? Record what got in the way. The note is pinned to that client, check, and month range and shows on the check grid, so the review starts with the full story.

- Added by the analyst or a clinical director
- Choose per check: keep the miss on record, or let the note excuse it

Barrier note

Add barrier note

 Scorecard check Parent training Missed Jul, Aug 

 Months affected Jun Jul Aug Sep Oct Nov 

Caregiver unavailable for parent training in July and August; rescheduled twice. Resumed in September.

    Billable hours 

Every month against *target.*
-----------------------------

Delivered hours and PTO credit stack against what each month requires. Green when it's met, red when it's short, and the current month updates as sessions are completed.

 Delivered PTO credit Required 

 Jan 

 Feb 

 Mar 

 Apr 

 May 

 Jun 

 Jul 

 Aug 

 Sep 

 Oct 

 Nov 

 Dec 

    Team view 

Your whole clinical team, *at a glance.*
----------------------------------------

Owners and clinical directors see every analyst's quarters, hours against target, current pace, and missed checks in one list. Click a row to open that scorecard and find the client behind a miss.

 AnalystQ1Q2Q3Checks missed 

  PN Priya N.     0 

  ML Maya L.     3 

  HC Hannah C.     1 

  ME Marcus E.     4 

  JR Jonah R.     2 

    Bonus plans 

Run a bonus plan on the same *data.*
------------------------------------

If your practice pays a productivity bonus, the scorecard calculates it from the same hours and checks. Here's how it works.

1. 01

    ### Net billable hours

     `delivered + PTO credit` 

    Completed sessions in StreamABA, plus credit for the PTO you enter. A full PTO day earns a full day of target.
2. 02

    ### Required hours

     `weekly target ÷ 5 × workdays` 

    Each weekday employed counts, company holidays excluded. Override any month, and carry part of a missed quarter forward.
3. 03

    ### Hours over target

     `net − required` 

    Worked out per quarter, so every hour above the quarter's requirement counts.
4. 04

    ### Quarterly bonus

     `hours over × rate` 

    Paid when the quarter's hours are met. A quarter with no missed client checks earns your higher compliant rate.

    Questions 

Analyst Scorecard *questions.*
------------------------------

  Which compliance checks are tracked?    

StreamABA starts you with three: supervision ratio, parent training hours, and telehealth share of supervision. Your practice turns on the checks it uses, sets each threshold, and can adjust a threshold for a single payer or client.

  When is a check counted as missed?    

Each month is evaluated for the analyst who is the client's primary on the last day of that month, for clients with at least one completed session. A miss in any month misses that check for the quarter.

  What happens when a check is missed for a reason outside the analyst's control?    

The analyst or a clinical director adds a barrier note to that client, check, and month range, so reviewers see the context next to the result. Each check can keep the miss on record or let the note excuse it.

  Where does the data come from?    

Hours, supervision, and parent training come from completed sessions and care-team assignments already in StreamABA. Monthly PTO and weekly targets are entered on one inputs page. There is nothing to export or import.

  Can analysts see their own scorecard?    

Yes. Analysts see their own checks, pace, and hours. Owners and clinical directors see the whole team, and bonus amounts are visible only to the roles you choose.

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 Know every client is covered before anyone asks. 
--------------------------------------------------

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HIPAA compliant · Signed BAA · Built for ABA

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