Practice questions
Short, practical answers to the record-keeping questions therapists, BCBAs and other private practice owners ask most: authorizations, claims, CE hours, missed-session fees and supervision. Each one explains how to do it by hand and which of our templates, if any, can do it for you.
- How do I track how many insurance authorization visits a client has left?
A simple way for therapists to see how many authorized visits each client has left and when the authorization ends, so re-authorizations go in on time. - What should a therapy insurance claims tracker include?
The columns a private practice claims tracker needs, from date of service to denial reason, and how to use days outstanding to know which claims to chase. - How do I track CE credits for license renewal?
A plain system for tracking continuing education hours, required categories and certificates for one or more licenses before renewal comes around. - How do ABA providers track authorization units?
How BCBAs and ABA practices track authorized units by client and CPT code, including units used, units scheduled, units left and the pace of use. - How do I track no-show and late-cancel fees in private practice?
How therapists can log missed sessions, apply the fee from their written policy, and keep track of what was collected, waived or reduced. - How do I track RBT supervision hours each month?
How BCBAs can compare each RBT's supervision time with their service hours for the month, and spot a shortfall while there's still time to fix it.
These pages are general record-keeping guidance, not billing, legal or clinical advice. Payer contracts and board rules vary, so check with your payer or licensing board.