Triumph Workspace

97153

Session entry

Client Date Therapist Setting Start time End time Caregiver present Caregiver training Session affect Transitions

Skill targets

Behaviors

Barriers to treatment Barrier details

Notes

Provider signature

Signature Credential

Access control

User management

Existing users

RBT fidelity history

Review completed supervision observations across authorized clients.

RBT

Fidelity over time

Practice setup

Client management

Selected client profile

Client Status Client name Date of birth Default setting Caregivers / family members School / setting Diagnosis

Communication profile Client notes

Service Locations

Reusable locations for scheduling. Physical addresses are optional.

Mastery criteria

Independent performance at or above Consecutive sessions required

Flag stagnant after this many sessions Minimum improvement expected across those sessions

Authorization

Authorization number Funder Effective start date Effective end date

97153 hours approved 97153 units approved 97155 hours approved 97155 units approved 97156 hours approved 97156 units approved 97151 hours approved 97151 units approved

Authorization notes

Standardized assessments

Assessment type Assessment date Conducted by Assessment file

Assessment notes

Case team

BCBAs and RBTs explicitly assigned to this client.

Documents

Initial assessment

Intake interview

Interview details

Client Interview date Interviewed by

1. Diagnostic Information

Has your child been diagnosed with autism? Who made the diagnosis and when? Have there been any evaluations? (psychological, speech, developmental) Date of most recent CDE Current communication style Current VB-MAPP level

2. Background Information

Caregivers present Household / family members Primary caregivers Pregnancy or birth complications Early milestones Significant early development history Developmental strengths and emerging skills

3. Problem Behaviors

What behaviors concern you the most? What do these behaviors look like? When do they usually happen? What seems to trigger them? What usually happens after the behavior? How do you respond when it happens? Which behavior is your top priority to address?

4. Current Services

Is your child receiving any services right now? How often do they receive these services? Have you seen progress in these areas?

5. School / Academic Information

Does your child attend daycare or school? Type of setting Teacher concerns How does your child interact with peers? Academic or behavioral challenges at school

6. Previous ABA Services

Has your child ever received ABA therapy before? If yes, how long and where? What did they work on? Why did services stop?

7. Medical Concerns

Medical history Seizures, allergies, or medications How is their sleep? Any feeding concerns? Pain tolerance concerns

VB-MAPP Level 1 (0–18 months)

Manding Listener responding Imitation Play Social

VB-MAPP Level 2 (18–30 months)

Manding Tacting Listener responding Intraverbals Play Social

VB-MAPP Level 3 (30–48 months)

Manding Tacting Intraverbals Listener responding Play and social skills Group and school readiness

Interview notes

Preferred interests Freeform notes

Client workflow

BCBA task board

BCBA caregiver training

Parent training

Client Date BCBA Caregiver trained Setting Start time End time Training focus

Parent training goals

Session note

Provider signature

Signature Credential

Client profile

Session history

Session notes

SOAP note

Selected session note

Draft

Service date Signature date Start time End time Setting Provider signature Provider credential Caregiver present RBT present

Subjective Objective Assessment Plan

Amendment reason

Full note text used for export

Progress review

Graphs

Behavior observations

Pre-app data

Bulk historical data import

Client Data type Measurement type Selected graph / target Duplicate handling Upload CSV

Date	Value	Measurement	Phase	Setting	Notes

Validation

Preview

Review

Imported batches

Claims prep

Billing export

Client Provider Code Start date End date Export readiness

Operations

Scheduling workspace

Manage appointments, staffing, and provider scheduling settings.

Calendar

Weekly calendar

View and manage scheduled services.

Accountability

Audit log

Client User Action Start date End date

Quality control

Data health

Six-month review

Funder report

Report start Report end Report prepared by Credential

Narrative summary

Background information Medical concerns Reason for referral Impact of behaviors

The client’s maladaptive behaviors interfere with their ability to access learning opportunities and develop age-appropriate skills.
Behaviors such as [task refusal, tantrums, elopement, etc.] limit the client’s ability to participate in structured activities, complete tasks, and follow adult-directed instruction. As a result, the client requires increased prompting and support to engage in daily routines.
These behaviors also present safety concerns, particularly in [school/community] settings, where the client may [leave designated areas, fail to respond to directives, engage in unsafe actions].
Communication deficits further contribute to maladaptive behaviors, as the client may rely on problem behavior to express needs or escape demands.
Socially, these behaviors reduce opportunities for peer interaction and participation in group activities, impacting the development of appropriate social skills.
Overall, these behaviors significantly limit the client’s independence and ability to function across environments, supporting the need for continued intervention.

Client and family strengths Initial observations

The client was observed in a [clinic/home/school] setting during the initial assessment. The client presented as [alert, calm, active] and transitioned to the assessment environment with [minimal/moderate] prompting.
During the observation, the client engaged with [preferred items/activities] and demonstrated [increased/decreased] engagement during structured tasks. Participation decreased during [non-preferred tasks/transitions].
Communication was observed to consist of [single words/phrases/AAC use], with [limited/emerging] spontaneous language. The client required prompting to respond to questions and follow instructions.
Behaviorally, the client engaged in [task refusal, avoidance, elopement, etc.], particularly when demands were placed. These behaviors were managed with [redirection, reinforcement, visual supports].
The client demonstrated improved engagement when provided with structure and reinforcement. Overall, observations are consistent with deficits in communication, social interaction, and behavioral regulation, supporting the need for ABA services.

Assessment inputs

Functional assessment

Indirect assessment type Conducted by Date

Upload assessment grid

Behavior support plan

Standardized assessment

Assessment type Conducted by Date

Upload assessment grid

Progress summary

Parent training report section

Parent training progress summary Parent training recommendations / next steps

Skill acquisition goal and target summary

Treatment recommendations

Instructional goals information

The following skills will be taught utilizing the listed instructional methods in order to replace the client's problem behavior, increase social skills and independence, and achieve the quality of life outcomes that are the focus of this plan. These goals are derived from the ultimate outcomes desired through intervention and functional behavioral and curricular assessments, and include instruction in skills relevant to functional communication, tolerance and coping, social interaction, and daily living. The short term objectives will be addressed first during intervention, with additional targets being added as the client masters those listed. In order to develop the skills identified, the behavioral intervention professionals and caregiver will task analyze complex skills, develop routine-specific instructional plans, and use appropriate chaining, shaping, and prompting methods. Teaching plans will include the specific skills or skill sequences to be taught, environmental arrangements to promote skill use (e.g., token boards, timers, visual schedules), and other specific instructional procedures.

Integration, generalization, and maintenance Barriers to treatment

Implementation of this intervention plan could be affected by the following: lack of outings with family due to resources or time, and lack of socialization opportunities with peers. To overcome these barriers, we will provide times when we can assist parents in community outings, plan for outings that include opportunities to play with similar-aged peers, provide written materials with supportive strategies for behavior management in and out of the home, and provide parents with additional data sheets with planned targets that can be implemented when we are not present. Examples include changes to medications, changes to the home environment and dynamic, changes to family structure and routine, access to community resources, access to reinforcement, competing demands for caregivers and household, multiple caregivers, large family dynamic, language barriers, medical issues, and inconsistent schedules. Barriers do not include unavailable staff, caregiver resistance to training, cancellations, or similar administrative issues.

Discharge planning

Discharge criteria

Discharge narrative

Maladaptive Behaviors Communication Socialization Adaptive Executive functioning

Fade plan and hours requested

Fade out plan

Recommendations

Service hours requested

Medical necessity and justification

97151 assessment note

Use this for behavior identification assessment, data analysis, report writing, and treatment planning tied to reassessment work.

97151 note

BCBA supervision

Treatment plan review

97155

Session entry

Client Date BCBA Setting Start time End time Caregiver present RBT present RBT supervised Supervision focus

Notes

Provider signature

Signature Credential

Move targets between active, on hold, and mastered as the BCBA supervises. Mastered goals feed the maintenance lane in session entry.

RBT supervision

Performance feedback

Unscored

Set RBT present to Yes in the 97155 session entry when feedback is provided.

Area of performance Yes No Remove

Written feedback

97151 assessment note

Use this when treatment planning includes reassessment, data analysis, and funder-report update work.

97155 treatment plan note

This protocol-modification note belongs to treatment planning rather than an individual session.

Sign in

Verify your sign-in

Session entry

Skill targets

Behaviors

Provider signature

User management

Create user

Existing users

RBT fidelity history

Fidelity over time

Client management

Add new client

Selected client profile

Service Locations

Physical address (optional)

Mastery criteria

Authorization

Standardized assessments

Case team

Documents

Intake interview

Interview details

1. Diagnostic Information

2. Background Information

3. Problem Behaviors

4. Current Services

5. School / Academic Information

6. Previous ABA Services

7. Medical Concerns

VB-MAPP Level 1 (0–18 months)

VB-MAPP Level 2 (18–30 months)

VB-MAPP Level 3 (30–48 months)

Interview notes

BCBA task board

Parent training

Parent training goals

Provider signature

Session history

SOAP note

Selected session note

Graphs

Behavior observations

Bulk historical data import

Preview

Imported batches

Billing export

Scheduling workspace

Weekly calendar

Find, staff, and schedule providers

Provider Availability

Provider Zones

Capacity & Caseload

Provider capacity

Client coverage

Audit log

Data health

Funder report

Functional assessment

Standardized assessment

Parent training report section

Skill acquisition goal and target summary

Discharge criteria

Fade out plan

Service hours requested

97151 assessment note

Treatment plan review

Session entry

Provider signature

Performance feedback

97151 assessment note

97155 treatment plan note