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Email Integration

Adding Your Inbox

This article will walk you through how to activate your email inbox integration.

Employee Card Support

Assigning Team Members and Clients

Admin team members can assign supervisors to specific employees and clients to streamline scheduling, communication, and access to contact information. This not only saves time but also supports our forwarding automations for seamless coordination.

Employee Portal Support

Completing Tasks on the Employee Portal

This article will guide you through how to view and complete tasks that have been assigned to you, ensuring you stay on track and up to date with your responsibilities.

Employee In Mail System

This article will show you how to use the in-mail system in ABA Engine to send, receive, and manage messages directly within the platform.

Employee Initial Log In

This article will guide you through signing into ABA Engine for the first time and provide a brief overview of the platform’s features.

Employee Schedules & Availability

This article will teach you how to view your schedule within ABA Engine.

How to Complete Forms

This article will guide you through how to complete forms within ABA Engine’s Employee Portal. You’ll learn where to find your assigned forms and how to submit them for review.

Parent Portal Support

Completing Forms

In this article, you’ll learn how to complete and submit any required forms within the Parent Portal. We'll walk you through where to find your assigned forms, how to fill them out, and what to expect after submission

Parent Scheduling

This article is designed to guide parents on how to use the scheduling feature in ABA Engine, helping them easily view, manage, and stay up to date with their child’s therapy appointments.

Uploading Documents

This article explains how you can upload documents to your Parent Portal account on ABA Engine, making it easy to share important files directly with your provider.

Initial Log In

This article will walk you through how to log in to ABA Engine's Parent Portal and give you a quick overview of what you’ll see on your dashboard after logging in.

Tasks and Projects

Translation Features

Form Translations

Language barriers? No problem. Our translator tool lets you instantly translate in-mail messages and forms so parents and staff can receive communication in Spanish and Chinese. This helps improve engagement and ensures everyone stays informed.

In Mail Translations

Language barriers? No problem. Our translator tool lets you instantly translate in-mail messages and forms so parents and staff can receive communication in Spanish and Chinese. This helps improve engagement and ensures everyone stays informed.

User Access

Adding Admin Users

This article will guide you through the process of adding admin access. Admin users have the ability to manage scheduling, update forms, and access various other features.

Parent Portal Access

This article will guide you through the steps to add Parent Portal access. Users with Parent Portal access can view schedules, complete forms, and communicate within the portal.

Employee Portal Access

Quick Start

Setting Up Company

Uploading business logo, setting business units, adding or changing company URL

Business Settings

Email Templates

Configuring Settings

Automations

Insurance Card Expiration Alert

Set up alerts to automatically notify you and your team when a client’s insurance card is nearing expiration—helping you stay proactive and prevent service disruptions.

Forwarding Automations

Through automation, you can forward important client alerts—like reassessment reminders—directly to the staff assigned to them. Keep your team informed and proactive with zero manual follow-up.

Intake Board

Form Builder

Add Forms to Your Website

This article provides guidance on how to embed forms on your website, enabling seamless access for clients and employees to complete necessary documentation efficiently.

Adding Language Translation to Forms

Create a form

Review Form Question Types

This article provides an overview of the different types of form questions available, helping you understand what each option looks like and how it can be used.

Send a Form

Automatically or manually trigger a form to send to the parent portal or employee portal.

Scheduling Sandbox

Scheduling Musts!

This article will teach you the requirements needed in place to schedule clients and employees successfully.

Scheduling Algorithm

Workflow Boards

How to Move and Copy Client/Employee Cards on Boards

This article will show you how to copy and move client cards on a board, making it easy to organize and manage clients and employees efficiently.

How to Use Checklists

This article will show you how to add and complete checklists on your boards, helping you stay organized and track progress on your tasks efficiently.

Creating Board Automations

Learn how to build automations into your board workflows for client intake, employee onboarding, and any additional client or employee board you build.

Map

How to Utilize Maps

This article explains how the Map Page in ABA Engine serves as a quick-access hub for managing your team's daily activities.

Communication Platform

In Mail Mass Messaging

Need to send reminders, event notices, or holiday closures? Our in-mail system makes it quick to notify all parents and staff. You can even target specific business units for tailored communication.

Set Up Texting

This article explains how to enable and use the texting feature in ABA Engine to streamline communication between staff, clients, and caregivers.

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