The complete course

Course outline

1. Module 1Getting started4 lessons

   • 1Create your account and finish setupSign up, verify your email, complete the short onboarding and land in your workspace ready to write your first note.3 min
   • 2Finding your way aroundHow the sidebar, workspace switcher, search, notifications, help drawer and settings menu fit together.4 min
   • 3Your dashboardWhat each part of the home screen shows: today's roster, your tools, the setup checklist, next action and recent notes.2 min
   • 4Assess & Plan, Pavlov+, Training and Audit & QAWhat the newer modules do and how they fit the Assess · Plan · Document · Review workflow.1 min

2. Module 2Session notes4 lessons

   • 5Write a session noteCapture the session in Guided, Freehand or Dictate mode, let the AI draft the narrative, then save it for review.5 min
   • 6Review, sign, export and amend notesOpen a saved note, fix audit findings, finalize and sign it, export PDF or Word, share it with caregivers and correct it with an amendment.3 min
   • 7Note templatesUse built-in templates, create your own and share them across your agency.1 min
   • 8Supervision and co-signingHow supervisors review, co-sign or return notes, and how they track the BACB monthly supervision requirement.1 min

3. Module 3Clients, calendar & reports7 lessons

   • 9Add and manage clientsAdd clients, find them quickly, assign staff, and discharge or delete a record.2 min
   • 10The client recordEverything about one client in one place: profile, session notes, plans, data, documents, care team and access history.3 min
   • 11Service plans and data collectionTrack targets with baselines and objective ladders, collect data live in session and review trends.2 min
   • 12Caregivers and the family portalAdd parents and guardians to a client, invite them to the portal and control what they see.1 min
   • 13Calendar, scheduling and remindersSchedule sessions, set up repeating sessions, start notes from the calendar and get reminders.3 min
   • 14Monthly progress reportsGenerate an AI monthly summary for each client from that month's session notes.1 min
   • 15Analytics and graph interpretationPractice-wide charts, and a checker that reviews and corrects behavior and skill graphs.1 min

4. Module 4Assess & Plan3 lessons

   • 16AssessmentsRun FAST and MAS screenings, build a replacement skills inventory and use the advanced skills instruments, then turn results into goals.2 min
   • 17Build a treatment planCreate payer-ready assessment and treatment plans step by step, with AI drafting, live quality checks, finalization and styled exports.5 min
   • 18Plan libraries, payer templates and export templatesCustomize the pick-lists the Plan Builder uses, set per-payer section rules and brand your PDF and Word exports.2 min

5. Module 5Pavlov+2 lessons

   • 19Pavlov+: sessions, chat and practiceTrack sessions per learner, ask questions grounded in your learners' records, and practice audit-ready narratives.2 min
   • 20Reference LibraryUpload your agency's accepted assessments, plans and notes so Pavlov+ can answer from them and AI drafts can follow their style.1 min

6. Module 6Audit & QA6 lessons

   • 21Audit & QA overviewWho gets the Audit & QA tools, what the readiness dashboard shows and how scores, risk and readiness are worked out.1 min
   • 22Scan a document with AuditScanUpload, paste, capture or pick a note, check it against CASP-aligned requirements and payer rules, fix the gaps and export the report.2 min
   • 23The BxScribe Review browser extensionReview a note open in your EHR from a side panel, without copying it out, and save the review to AuditScan History.1 min
   • 24Corrections and audit historyAssign, track and resolve flagged items, export resolution reports and look back at every scan.1 min
   • 25ABA SummarizeCondense a behavior plan, reassessment, evaluation or treatment plan into an audit-ready summary for clinicians, payers or caregivers.1 min
   • 26PPR Review: appeal a denialTurn a payer denial or peer-review determination into a point-by-point rebuttal, reviewer Q&A and a draft appeal letter.1 min

7. Module 7Fieldwork2 lessons

   • 27Track BACB supervised fieldworkConnect with your supervisor, log fieldwork and supervision contacts, watch your monthly requirements and sign verification forms.3 min
   • 28Fieldwork for supervisorsReview trainees' months, log contacts, countersign verification forms and sign supervision contracts.1 min

8. Module 8Training2 lessons

   • 29Training programs and training plansWork through RBT, BCBA and supervision courses with scored practice, follow a training plan and track your team's progress.3 min
   • 30CASP checklistsSee every CASP-aligned element each document type needs, why payers deny without it, and download blank assessment templates.1 min

9. Module 9Exam prep2 lessons

   • 31Exam prep: plans and your study dashboardStudy plans and tracks, setting your exam date, the weekly plan and the study dashboard.1 min
   • 32Learn, test, apply and track your progressFlashcards, mock exams, applied practice, study calendar, readiness and history.2 min

10. Module 10Agency teams7 lessons

    • 33Set up your agencyBuy an agency plan, create the agency workspace and get it ready for your team.1 min
    • 34Team roles, invitations and caseloadsInvite staff, recover invitations that didn't arrive, assign functional roles, see caseloads and deactivate people without losing history.2 min
    • 35Team overviewSee this month's documentation activity, notes awaiting co-signature and clients without a clinician.1 min
    • 36Agency profile and letterheadSet your agency's legal name, address, NPI and logo once so they print on exports and claims.1 min
    • 37Family portal settingsChoose your family portal's address, add a custom domain and brand it with your logo and colours.1 min
    • 38Billing and claimsCreate insurance claims, export CMS-1500 and 837P files, send invoices, follow payments and read billing analytics.2 min
    • 39AuthorizationsRecord payer authorizations per client and catch over-used, expiring and expired authorizations before billing.1 min

11. Module 11Account, plans & billing4 lessons

    • 40Plans, upgrades and billingWhat each plan includes, how to upgrade or change seats, and where to find invoices.2 min
    • 41Settings and your accountProfile, security and two-factor sign-in, preferences, notifications, data and privacy, and AI Standards.2 min
    • 42Redeeming an access codeUse a code from a partner, event or supervisor to unlock a plan for a set time without a card.1 min
    • 43Getting help and supportUse the help drawer and Help Center, open a support ticket and send feedback.1 min

12. Module 12Privacy & HIPAA2 lessons

    • 44Privacy, HIPAA, and AI processingHow BxScribe handles PHI, encryption, business associate agreements, and AI vendor data flow.1 min
    • 45The audit logReview who viewed, changed or exported records, filter the log and export it as CSV.1 min