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BCBA Caseload Manager (Notion Edition)
BCBA Caseload Manager (Notion Edition)
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Manage your caseload in one organized workspace built for BCBAs. From supervision to parent training to CEUs, this planner keeps your work clear, accurate, and easy to track. Comes with step-by-step how-to videos that walk you through every section so you can get the most out of your Caseload Manager.
Features:
Dashboard: Quick links to client info, RBT tracker, hour tracker, CEU tracker, and notes, with a weekly planner included.
Prescribed Hours Section: See each client’s authorized supervision, parent training, and assessment hours at a glance.
Supervision & Parent Training Summaries: Track completed and remaining hours, with weekly checklists for compliance.
Treatment Plan & Reauthorization Tracker: Stay on top of deadlines with start dates, assessments, and hours remaining. Includes a to-do list and built-in calculator.
Tasks Section: Eisenhower Matrix separates client, admin, and personal priorities.
CEU Tracker: Checkboxes for ethics, supervision, and general CEUs with upload status filters.
RBT Tracker: Countdown to certification expiration plus supervision compliance checklist.
Goal Bank: Centralized goal bank to store, organize, filter, and quickly reuse ABA goals across all your clients, saving you time and keeping your treatment plans consistent and organized.
Notes Page: Sticky note-style bulletin board and pre-filled session note template with ABC data table.
Filters and sorting for billing categories
Designed specifically for ABA professionals
Full Version
Let's Compare
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Caseload Organizer (Google Sheet)
Take me thereA straightforward spreadsheet for tracking supervision, parent training, and assessment hours. Formulas do the math, but adding a new client means copying and fixing formulas yourself, and there's no CEU tracker or client info page.
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BCBA Manager (Notion Template)
You're already hereAn all-in-one Notion hub with checklists, a reassessment tracker, CEU tracker, RBT tracker, and session notes. Clients are easy to add and hours update automatically, but everything still lives on static pages you have to fill in yourself.
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BCBA Dashboard (HTML File)
Take me thereAutomation runs through the whole system, not just hours. Log a supervision session and it automatically creates the RBT contact and updates hours remaining. Log parent training and it checks your PT tracker for you. Mark a goal mastered and it moves itself to the Mastered tab. Drag a session onto your schedule and it's already synced to your calendar. One log, and everything connected to it updates itself.
