Adding New Clients

Praxis Notes uses a comprehensive multi-step process to add new clients to your system. This structured approach ensures you capture all the essential information needed for effective ABA therapy documentation.

The Client Creation Process

Adding a new client follows a 5-step wizard that guides you through entering all necessary information:

1. Basic Info
2. Behaviors
3. Programs
4. Interventions
5. Review

Step 1: Basic Information

The first step is to enter the client's personal information:

• First Name (required)
• Last Name (required)
• Gender (required)
• Notes (optional): Any additional information about the client

This essential information forms the foundation of the client's record in the system.

Step 2: Behaviors

In this step, you'll document the behaviors that need to be addressed:

• Click "Add Behavior" to add a new behavior
• For each behavior, specify:
  • Behavior (required): Select or enter the behavior
  • Type (required): Choose the type (e.g., frequency)
  • Baseline (required): Enter the starting measurement

You can add multiple behaviors as needed for comprehensive tracking.

Step 3: Replacement Programs

This step allows you to add replacement programs to address the behaviors:

• Click "Add Program" to add a new program
• For each program, specify:
  • Program (required): Select the replacement program
  • Baseline (required): Enter the starting measurement
  • Associated Behaviors: Link the program to specific behaviors

Programs help track interventions that replace unwanted behaviors with positive alternatives.

Step 4: Interventions

In this step, you'll add specific interventions to implement:

• Click "Add Intervention" to add a new intervention
• For each intervention, specify:
  • Intervention (required): Select the intervention type
  • Associated Behaviors: Connect the intervention to target behaviors

Interventions document the specific strategies used in therapy sessions.

Step 5: Review

The final step allows you to review all the information entered before saving:

• Basic Information: Client details
• Behaviors: List of behaviors with baselines
• Replacement Programs: Programs with associated behaviors
• Interventions: All interventions with associated behaviors

Click "Complete" to save the client record to your system.

Navigation Controls

Throughout the process, you can:

• Click "Next" to proceed to the next step
• Click "Previous" to return to the prior step
• Each step saves automatically as you progress

After Adding a Client

Once you've completed the client creation process:

• The new client will appear in your client list
• You can immediately begin creating session notes for the client
• All behaviors, programs, and interventions will be available for session documentation

Tips for Effective Client Setup

• Be thorough in your behavior documentation to enable better tracking over time
• Link behaviors, programs, and interventions properly for comprehensive reporting
• Use the notes field to document any special considerations for the client
• Ensure baseline measurements are accurate for proper progress tracking