Reporting & AnalyticsPurpose
1.2. Real-time monitoring of session participation and cancellations across therapists and clients.
1.3. Automated report generation for supervisors, insurance audits, regulatory requirements, and client progress tracking.
1.4. Integration with EHRs for seamless record-keeping and minimized manual input.
1.5. Alerts for no-shows or late arrivals to support client safety and business efficiency.
Trigger Conditions
2.2. Therapist/evaluator marks session as completed, canceled, or no-show.
2.3. Session end-time reached per scheduling platform.
2.4. Update in EHR or practice management system regarding attendance status.
2.5. Manual entry or correction by supervisor or admin.
Platform Variants
3.1. Google Calendar
• API: Events:watch / Events:get — Real-time detection of session statuses.
• Sample: Sync ABA therapy group calendar, monitor updates for attendance status.
3.2. Microsoft Outlook Calendar
• API: calendarView endpoint — Monitor meeting status, cancellations, and completion.
• Sample: Track attendance using therapists’ shared calendars.
3.3. Salesforce Health Cloud
• Object: Event/Task — Log session attendance via custom fields, trigger workflows.
• Sample: Process Builder flow on Event completion.
3.4. Kareo
• API: Appointments:GET / PATCH — Fetch and update session attendance fields.
• Sample: Poll and update session status per therapist daily.
3.5. SimplePractice
• API: Appointments endpoint — Retrieve and update attendance records.
• Sample: Trigger reporting on appointment check-in/out.
3.6. Athenahealth
• API: Appointments: GET / PUT — Sync attendance status post-session.
• Sample: Attend/no-show status integrated into daily reporting.
3.7. TheraNest
• API: Sessions endpoint — Collect attendance logs and push status to reporting dashboards.
• Sample: Auto-update session outcomes for analysis.
3.8. Jane App
• API: Appointments endpoint — Capture and flag attendance/cancellations per provider.
• Sample: Alert admin on session no-show for intervention.
3.9. TherapyNotes
• API: Appointments — Update or query session attendance fields.
• Sample: Trigger documentation workflow post-session.
3.10. Zoom
• API: Meeting Participants: List — Confirm virtual session attendance by join/leave data.
• Sample: Match participants to scheduled ABA therapy sessions.
3.11. DocuSign
• API: Envelopes: ListStatusChanges — Confirm consent/attendance forms are signed per session.
• Sample: Alert if attendance signatures missing post-visit.
3.12. Slack
• Feature: Incoming Webhooks — Post attendance reports to supervision channels.
• Sample: Automated notification after session for therapist teams.
3.13. Google Sheets
• API: Spreadsheets: batchUpdate — Log, aggregate, and report attendance metrics.
• Sample: Syncs daily attendance for manual spot-checking.
3.14. Power BI
• Dataset API: Push attendance analytics to dashboards.
• Sample: Visualize no-show trends for clinical leadership.
3.15. Tableau
• REST API: Upload attendance datasets for dynamic review.
• Sample: Custom dashboards for ABA leadership teams.
3.16. QuickBooks
• API: Invoices: create/update — Link attended sessions automatically to billing.
• Sample: Trigger invoice creation post-session attendance confirmation.
3.17. Stripe
• API: Payment Intents — Charge clients only after attendance is confirmed.
• Sample: Session attendance triggers payment workflow.
3.18. Airtable
• API: Records — Update rows reflecting attendance.
• Sample: Client/therapist attendance portfolios aggregated weekly.
3.19. Monday.com
• API: Items — Session attendance status triggers automated board updates.
• Sample: Attendance records highlight compliance issues for review.
3.20. Zapier
• Feature: Webhooks/Filters — Chain multiple platforms for dynamic session tracking and reporting.
• Sample: Attendance triggers custom email or SMS for supervisors.
3.21. Twilio
• API: Programmable SMS — Notify/confirm with clients & caregivers on attendance status.
• Sample: Auto-reminders and confirms before and after sessions.
3.22. Google Drive
• API: Files: create/update — Archive attendance logs for long-term compliance.
• Sample: Push daily attendance CSVs to secure client folders.
3.23. AWS S3
• API: PutObject — Store session logs for analytics and backup.
• Sample: Nightly upload of encrypted attendance files.
Benefits
4.2. Increases compliance with payor and regulatory requirements for ABA services.
4.3. Enables real-time analytics and insights, helping optimize scheduling and resource allocation.
4.4. Improves client safety and satisfaction with faster follow-up on attendance issues.
4.5. Strengthens financial health by timely billing and loss reduction on unattended sessions.