First off, Welcome to ABAdesk! We're thrilled to have you on board!


Follow this quick Task Analysis and you'll have no trouble getting started!


1. Check your email inbox for an e-mail from us- Subject: "Welcome to ABAdesk!" 

  • Follow the prompts to set up your new password

2. Log in to portal.abadesk.com 

3. Click Admin on the navigation bar

4. Click Clients and add clients to the Client Directory

  • You can find more information on the Client Directory in the Admin folder, under Client Directory.

5. Click Therapists to view the therapist directory

  • Here, you can add and inactivate users, as well as assign clients to them.
  • Adding therapists automatically sends them an email, just like the one you received, allowing them to log in
  • When creating a therapist, you'll see a field labeled Title, which allows you to control the information your users are allowed to access
  • The account creator is the Billing Admin. This Title cannot be changed, nor can this user account be deactivated
  • You can find more information on the Therapist Directory in the Admin folder, under Therapist Directory
    Title
    		Permissions
    Tech
    • Take Data
    • Write Session Notes
    • View/Edit Their Session Notes
    • View Graphs
    • Review Program Statistics
    • Download Raw Data (.xlsx export)
    • Read Session Overviews
    Lead
    • All Tech Permissions
    • Add/Edit/Inactivate Client Programs
    • Treatment Planning
    Admin
    • All Tech & Lead Permissions
    • Add/Inactivate/Reactivate Clients (Up to Client Maximum)
    • Add/Inactivate/Reactivate Therapists 
    • Assign Clients to Therapists 
    • Add/Modify/Inactivate Company Programs
    Billing Admin
    • Account Management (Payment, Modifying Client Quantity, Subscription Management)
    • All Tech, Lead, & Admin Permissions

5. Click Programs and add frequently used programs to your Company Programs list

  • You can find more information on Company Programs in the Admin folder, under Company Programs folder.

6. Create Custom Session Notes via the admin page (can create note templates for different settings, funding sources, etc.). Then, assign any or all note sets to clients via Client Data page.


7. Once a therapist has been assigned clients, they may add programs via the Dashboard (found on the navigation bar)

  • Adding Company Programs
    • Can be added as-is
    • Can be modified on a client-to-client basis without affecting Company Programs 
  • Creating New Programs
    • Programs can be created for clients without having to be added as Company Programs (cannot retroactively be added to company programs).

8. Now, you can start taking data! Just go to Dashboard and click Start Session (green button). 

  • You can find more information about the Dashboard in the Dashboard folder.

9. Once programs have data submitted, you will be able to access Graphs, Program Stats, Session Notes, & Treatment Planning via the Dashboard.


Watch Jane Set Up: https://youtu.be/Qk42ws6abBc