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Audit & QA

ABA Summarize

Condense a behavior plan, reassessment, evaluation or treatment plan into an audit-ready summary for clinicians, payers or caregivers.

Updated October 14, 2026

Create a summary

ABA Summarize with audience choices and section chips.
ABA Summarize with audience choices and section chips.
  1. Open ABA Summarize and give the summary a title.
  2. Choose the audience: Clinical, Payer or Caregiver.
  3. Enter the client's first name, the payer and the treatment settings.
  4. Choose the sections to include (up to 13, from reason for referral to recommendations).
  5. Add the source: upload or paste the document, or choose an existing treatment plan.
  6. Select Generate summary.

Edit, save and export

Every section can be edited, and Regenerate section rewrites one section. Select Save to keep a version. Export as TXT, Word or PDF with an export template, preview first, or open Versions to compare, restore or export an older version.

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