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Practitioner Roles

The 'Practitioner Roles' section displays the Role (Code) and the Practitioner Role (Practitioner & Dates).

The Practitioner Role Main Form is divided into 2 sections. The first section is the the Practitioner Role Information section. This contains a Practitioner and a date range. The second section is the Practitioner Roles. This section contains a subgrid which lists the Role(s) assigned to the Practitioner in the defined date range.

Create a Practitioner Role​

Practitioner Role Information

  • Practitioner

    • If this form is opened via the Practitioner Role subgrid (on the Practitioner Main Form), this field is populated with the 'Practitioner' and is locked.

  • Period Start

  • Period End

Practitioner Roles

The Practitioner Role form must be saved to add Practitioner Role Codes in the Practitioner Roles subgrid.

Add Practitioner Role Codes​

To create a new Practitioner Role Code, click on the 3 dots on the subgrid. Then click on 'New Practitioner Role Code'. This will open the New Practitioner Role Code Main Form.

  • Code - select the role (BCBA, Behavior Technician)
  • Practitioner Role - If this form is opened via the Practitioner Roles subgrid (on the Practitioner Role Main Form), this field is populated with the 'Practitioner Role'.