Client Onboarding and Service Plan
Part 1: Client Onboarding Process
Initial Client Assessment
Steps to Gather Information:
1. Review Referral: Understand the client’s referral including referral concerns, previous
interventions, and diagnostic information.
2. Client Interview: Conduct a structure interview with the client or caregiver to obtain
information about family dynamics, medical history, and goals and expectations.
3. Assessment Tools and Methods: Use standardized tests to objectively measure the client’s
positive behaviors and areas for improvement. Observe the client in different settings to
assess communication, behavior, and interaction with others. Conduct informal
interviews with parents, caregivers, teachers, or other professionals.
Referral Details
ASD Diagnosing Provider Name:
Beneficiary’s Diagnosis:
Year of Initial ASD Diagnosis:
Age at Initial ASD Diagnosis:
Severity Level per DSM-5: (write “Level 1” for mild, “Level 2” for moderate, and “Level 3”
for severe)
Reason for Referral: (list any pertinent information regarding the need for beneficiary to
receive ABA services (e.g., mom’s main referrals behaviors included aggression, property
destruction, and communication deficits)
Family Dynamics
Living Arrangements: (provide information about where the beneficiary lives (city and state),
who beneficiary lives with (e.g., parents, siblings, grandparents), who regularly cares for
beneficiary (e.g., grandmother, brother, aunt), and any significant information about how the
beneficiary’s living arrangements may impact treatment (e.g., beneficiary and sister share a
room with many toys and reinforcers)
Family Fistory: specify health conditions of family members (e.g., diabetes, mental health
disorders, cancer) and age at diagnosis (age at which family member was diagnosed with
medical condition), and lifestyle factors (e.g., family member’s smoking habits, alcohol
consumption, etc.)
Medical History
Beneficiary’s Condition: (describe specific behavioral excesses and deficits that the
beneficiary displays as a result of autism diagnosis. Behavioral excesses are repetitive,
stereotypes behaviors that are considered excessive or disruptive (e.g., body rocking, hand
flapping, echolalia (repeating words). Behavioral deficits are lack of specific behaviors that
are expected for someone’s age (e.g., social interaction challenges such as difficulty
understanding facial expressions or interpreting body language, communication difficulties
such as delayed language development or challenges with non-verbal communication).
Specify any medical and/or psychiatric co-morbidities (if applicable):
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, Specify prescribed or over-the counter medication beneficiary is taking (if applicable):
Previous Interventions
ABA history with another provider: (specify the ABA company and location of ABA company
(city and state), the duration of previous ABA treatment, the average number of weekly hours
received, any significant changes in behavior (e.g., increased tantrums following the start of
services), and reasons for discontinuing services).
List any other support service(s) the beneficiary is receiving and include weekly hours (if
applicable): (e.g., occupational therapy, speech therapy, respite care, physical therapy,
psychotherapy, other)
Assessments
Identify assessment tools or methods you would use to gather baseline data: (e.g., direct
observation, frequency counts, duration recording, standardized assessments like the
Assessment of Basic Language and Learning Skills (ABLLS), etc.)
Explain why these methods were selected and how they align with the client’s needs: (e.g.,
ABC chart was selected to identify function of aggression to decrease aggression)
Goal Setting
Treatment Goal #1: (e.g., receptive labels, following safety instructions, etc.)
Intervention Area: (e.g., communication)
Long-term Goal: (Briefly describe how this goal will help the beneficiary make measurable
progress (e.g., By June 2025, beneficiary will receptively identify 50 objects across five
categories in a field of three in 80% of opportunities presented across three sessions or 100%
across two sessions)
Treatment Setting: (e.g., home, telehealth, clinic, school, community)
Date of Introduction:
** Add more treatment plan goals as needed
Establishing Service Expectations
Steps to Communicate Service Expectations to Client and Caregivers
1. I would determine the number of sessions per week and the length of each session and
communicate this to the client and caregivers.
2. I would establish clear communication expectations including frequency, mode, and
preferred contact times.
3. I would clearly explain the roles and responsibilities of the client, family, and
practitioners.
Service Expectations
Frequency of Services: (Determine the number of sessions per week and the length of each
session based on beneficiary’s need (e.g., 5 days per week, 2 hours per session)
Communication Expectations:
Frequency:
Mode: (e.g., phone, email, text)
Preferred Contact Times:
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Part 1: Client Onboarding Process
Initial Client Assessment
Steps to Gather Information:
1. Review Referral: Understand the client’s referral including referral concerns, previous
interventions, and diagnostic information.
2. Client Interview: Conduct a structure interview with the client or caregiver to obtain
information about family dynamics, medical history, and goals and expectations.
3. Assessment Tools and Methods: Use standardized tests to objectively measure the client’s
positive behaviors and areas for improvement. Observe the client in different settings to
assess communication, behavior, and interaction with others. Conduct informal
interviews with parents, caregivers, teachers, or other professionals.
Referral Details
ASD Diagnosing Provider Name:
Beneficiary’s Diagnosis:
Year of Initial ASD Diagnosis:
Age at Initial ASD Diagnosis:
Severity Level per DSM-5: (write “Level 1” for mild, “Level 2” for moderate, and “Level 3”
for severe)
Reason for Referral: (list any pertinent information regarding the need for beneficiary to
receive ABA services (e.g., mom’s main referrals behaviors included aggression, property
destruction, and communication deficits)
Family Dynamics
Living Arrangements: (provide information about where the beneficiary lives (city and state),
who beneficiary lives with (e.g., parents, siblings, grandparents), who regularly cares for
beneficiary (e.g., grandmother, brother, aunt), and any significant information about how the
beneficiary’s living arrangements may impact treatment (e.g., beneficiary and sister share a
room with many toys and reinforcers)
Family Fistory: specify health conditions of family members (e.g., diabetes, mental health
disorders, cancer) and age at diagnosis (age at which family member was diagnosed with
medical condition), and lifestyle factors (e.g., family member’s smoking habits, alcohol
consumption, etc.)
Medical History
Beneficiary’s Condition: (describe specific behavioral excesses and deficits that the
beneficiary displays as a result of autism diagnosis. Behavioral excesses are repetitive,
stereotypes behaviors that are considered excessive or disruptive (e.g., body rocking, hand
flapping, echolalia (repeating words). Behavioral deficits are lack of specific behaviors that
are expected for someone’s age (e.g., social interaction challenges such as difficulty
understanding facial expressions or interpreting body language, communication difficulties
such as delayed language development or challenges with non-verbal communication).
Specify any medical and/or psychiatric co-morbidities (if applicable):
This study source was downloaded by 100000898960505 from CourseHero.com on 05-19-2025 08:42:55 GMT -05:00
https://www.coursehero.com/file/249681694/Client-Onboarding-and-Service-Plandocx/
, Specify prescribed or over-the counter medication beneficiary is taking (if applicable):
Previous Interventions
ABA history with another provider: (specify the ABA company and location of ABA company
(city and state), the duration of previous ABA treatment, the average number of weekly hours
received, any significant changes in behavior (e.g., increased tantrums following the start of
services), and reasons for discontinuing services).
List any other support service(s) the beneficiary is receiving and include weekly hours (if
applicable): (e.g., occupational therapy, speech therapy, respite care, physical therapy,
psychotherapy, other)
Assessments
Identify assessment tools or methods you would use to gather baseline data: (e.g., direct
observation, frequency counts, duration recording, standardized assessments like the
Assessment of Basic Language and Learning Skills (ABLLS), etc.)
Explain why these methods were selected and how they align with the client’s needs: (e.g.,
ABC chart was selected to identify function of aggression to decrease aggression)
Goal Setting
Treatment Goal #1: (e.g., receptive labels, following safety instructions, etc.)
Intervention Area: (e.g., communication)
Long-term Goal: (Briefly describe how this goal will help the beneficiary make measurable
progress (e.g., By June 2025, beneficiary will receptively identify 50 objects across five
categories in a field of three in 80% of opportunities presented across three sessions or 100%
across two sessions)
Treatment Setting: (e.g., home, telehealth, clinic, school, community)
Date of Introduction:
** Add more treatment plan goals as needed
Establishing Service Expectations
Steps to Communicate Service Expectations to Client and Caregivers
1. I would determine the number of sessions per week and the length of each session and
communicate this to the client and caregivers.
2. I would establish clear communication expectations including frequency, mode, and
preferred contact times.
3. I would clearly explain the roles and responsibilities of the client, family, and
practitioners.
Service Expectations
Frequency of Services: (Determine the number of sessions per week and the length of each
session based on beneficiary’s need (e.g., 5 days per week, 2 hours per session)
Communication Expectations:
Frequency:
Mode: (e.g., phone, email, text)
Preferred Contact Times:
This study source was downloaded by 100000898960505 from CourseHero.com on 05-19-2025 08:42:55 GMT -05:00
https://www.coursehero.com/file/249681694/Client-Onboarding-and-Service-Plandocx/
