Ok! that moment you have all been writing about and waiting for has arrived! I have finally made enough time in my life to copy and paste our BT/RBT Onboarding for you. I’m so thrilled to be able to share anything that will make your lives easier. Thank you for your positive feedback on our previously posted BCBA Onboarding! Please know that I am always open to suggestions so please don’t be too shy to speak up.
As with our BCBA onboarding, this does not include the basics such as the job application, i9, or W4. We have recently starting using an HRIS program. (After a long and careful search, we went with Bird Dog HR because within their performance management section, they offer the ability to do electronic score cards. What better way to give feedback than an OBM strategy!?!?) So employees use that system to complete the new employee basics. This list is all other training they have to do. This is also laid out in our BirdDogHR platform so it’s really a PSI for staff as they get acclimated with Applied Behavioral Strategies as an employer.
Note that all of this training comes with handouts and forms for attestation. Some of our training is also in video format so staff don’t get bored just reading things.
Phase 1: Completed in Conjunction with HR & Onboarding Team
- Fingerprint Appointment and results
- NPA Code Metro Training (note, this is our practice management software. Billing and time keeping)
- NPA for MAC users
- First Aid/CPR
- HIPAA training video and attestation (includes HIPAA and social media. Check out this cool paper my colleagues and I wrote on this topic!)
- ABS Policies & Procedures Manual which also includes an attestation that staff read it.
- Billing Memo and Attestation. We do this to help prevent fraud. Want to know more, check out our webinar on Ethical Issues Related to Billing for ABA Services.
- Mandated Reporter Training
- Sexual Harassment Training
- ABS Incident Report Training
Phase 2 Training: Independent and with Training Coordinator (BCBA)

- RBT Training (BT) and/or change RBT supervisor with BACB
- RBT certificate/documentation: send to HR
- NPA Code Metro GO Training (using phone to render services and obtain signatures)
- Review Policy & Procedure (ask if RBT has questions)
- Review NPA Code Metro to ensure timesheet for training entered appropriately
- Review NPA Code Metro locking & service log review
- Review NPA Code Metro scheduling and service authorization
- Review ABS Internal Task Analysis for NPA Code Metro
- Review NPA Code Metro client appointment, cancellations, mileage, drive time, and time off
- Review NPA Code Metro Availability & Monthly Scheduling
- Google Drive
- GMail Set up and footer and ABS Internal Email Groups
- Google Calendar
- Add new staff to calendar invites for upcoming socials and trainings
- Review phone use policy
- Review Dress and Professionalism and requirements for various location of services
- Review ABS Procedure for Vacation request & sick/Call Out
- Review the performance evaluation timeline
- Review Mileage and Drive Time and Hybrid/Electric Benefit
- Review BT Billing and Rendering memo and ask for questions
- Assign locking supervisor
- Review ABS procedures for file naming and saving
- Staff Completes New Staff Training Test
- Score and Review Test
Phase 3 Completed with BCBA (Clinical Supervisor of Each Client) 
- BIP Track training
- Session Note Training (SOAP Note)
- School Training & Orientation
- PBIS & Emergency Responses
- ABS Internal Scheduling
- Task List (this is the chore list for people to do when a client cancels less than 24 hours)
- iPad Policies and Procedures including weekly iPad Checkin
- At least 3 overlap sessions on client 1
- At least 3 overlap sessions on client 2
- At least 3 overlap sessions on client 3
Thank you so much for sharing. How long does each training phase take?
Thank you for the feedback and thanks for stopping by our blog! The time in each phase varies based on the employee. As an agency, we really want to keep our time from hire to billing as low as possible. However, not all RBTs are created equally. Some can get stuck in the RBT training phase for quite some time. Our hope is that it is 2 weeks from beginning to end.
Thank you for sharing this! Do you do your own RBT training? If so, how did get set up to that?
Hi Susan, thanks for stopping by the blog. Yes, we train our staff internally. It took quite a bit of time to build the training materials. It is a PSI so staff can do this independently. It is a requirement in our contract so they have the motivation to complete the training. We discovered that when we made it optional, very few people complied. It is definitely an expense for an agency. You just have to decide if you want to pay a training fee for every new employee or spend the money investing in your own training.
Best of luck to you on this!!
What is PSI (in the response to Susan, above)? Thank you for this!
Personalized System of Instruction (PSI). Sorry for speaking in acronyms!