Complete client
management.
Detailed Profiles
Every detail about your
clients, in one place.
Build rich, comprehensive profiles for each learner. From medical diagnoses with ICD-10 codes to communication preferences and developmental milestones, BehaviorIQ captures the full clinical picture your team needs for effective treatment.
Structured ICD-10 diagnosis tracking with date of onset
Custom fields for practice-specific data needs
Document attachments for evaluations and reports
Audit trail for all profile changes
Jane Doe
ActiveDOB: March 15, 2019 · Age: 6
Demographics
Name, DOB, gender, preferred pronouns, photo
Diagnoses
ICD-10 codes, primary & secondary diagnoses
Medical Notes
Clinical observations, medical history, referrals
Medications
Active prescriptions, dosages, schedules
Allergies
Known allergies and sensitivities
Communication
Preferred methods, AAC devices, language needs
Developmental Milestones
Motor, language, social, cognitive tracking
Service Location
Home, clinic, school, telehealth preferences
Contact Management
Everyone in the
care circle, connected.
Track every person involved in your client's care — from primary guardians and emergency contacts to service coordinators and referring physicians. Manage portal access permissions and relationship hierarchies with granular control.
Multiple guardian and caregiver profiles per client
Granular portal access: full, view-only, or reports-only
Emergency contact prioritization with quick-call actions
Relationship tracking for legal and care decisions
Automatic email and SMS notifications to contacts
Funding & Insurance
Every funding source.
One unified view.
Clients often have multiple funding sources. BehaviorIQ tracks them all — NDIS, private insurance, Medicare, and self-funded — with intelligent allocation and automatic billing integration.
Multiple Funding Sources per Client
Assign multiple active funding sources to a single client. BehaviorIQ intelligently routes sessions to the correct funder based on session type, service code, and allocation rules you define.
Treatment Tracking
The clinical journey,
front and center.
From a client's profile, instantly access their complete treatment landscape. Active treatment plans, current goals, session history, and progress metrics are all connected and always up to date.
Linked treatment plans with version history
Active goals dashboard with mastery percentages
Complete session history with quick-access filters
Progress overview graphs embedded in the profile
One-click navigation to any related record
Active Treatment Plan
Functional Communication
On TrackSocial Interaction
On TrackDaily Living Skills
Near MasteryBehavior Reduction
ProgressingActive
Currently receiving services. Full access to scheduling, data collection, and billing.
On Hold
Temporarily paused services. Retains all data, disables scheduling. Perfect for breaks or transitions.
Discharged
Successfully completed treatment or services ended. Full record archived and accessible for reporting.
Waitlist
Pre-intake tracking. Capture referral information, priority level, and estimated start dates.
Status Management
Clear client workflows
from intake to discharge.
Track every client's journey through your practice with defined status workflows. Move clients between statuses with one click, and let BehaviorIQ handle the downstream effects — pausing schedules, archiving records, or flagging waitlist priorities.
One-click status transitions with confirmation workflows
Automatic scheduling pause when set to On Hold
Discharge summaries prompted on status change
Waitlist prioritization with intake scoring
Full audit log of all status changes with timestamps
Client data flows
everywhere it's needed.
Your client profiles are the single source of truth. Every session, report, and invoice pulls from the same unified data — no duplicate entry, no inconsistencies.
Sessions
Client data auto-populates session records. Goals, diagnoses, and notes are always at your fingertips.
Reports
Generate progress reports, assessment summaries, and discharge documentation directly from client profiles.
Billing
Funding sources link directly to invoicing. Service codes, rates, and payer details flow automatically.
Ready to centralize your
client management?
Join hundreds of ABA practices managing their clients more efficiently with BehaviorIQ. Start your free trial today.
Free 14-day trial · No credit card required · HIPAA compliant