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Recent Completed Projects

Recent Completed Projects

• ABA Clinic Client Charting
• Attendance + Serivce Log
• Automated Invoices

Case Study: Streamlining ABA Client ChartingClient: ABA Therapy ClinicProblem
Clinicians at the ABA Therapy Clinic were spending over 4 hours per week manually entering and organizing data. When it came time to generate reports, the process became chaotic, with only one staff member skilled enough to format charts accurately and efficiently—taking around 5 minutes per chart once the data was prepared. This led to a significant bottleneck, errors in data entry, and overall frustration for the team.Before
- Data was human-readable but not computer-readable, leading to more manual work.
- Frequent errors in data entry, such as placing data in the wrong goal or incorrect dates.
- Manual chart creation for each report created bottlenecks.
- Could not view concurrent goals, adding to the complexity.Solution
I developed a new data entry and chart creation system to streamline the process and improve efficiency:
- Computer-Readable Data System: Aligned data and goals into an X/Y axis to make the data computer-readable.
- Template Chart: Created a standard template for the computer to read.
- VBA Program: Wrote a VBA program that automatically creates charts based on the selected data in about 15 seconds.Implementation
1. Data Alignment: Organized the data and goals into a structured format that computers could easily read.
2. Template Creation: Designed a template chart for automated processing.
3. Automation with VBA: Developed a VBA program that generates the chart from the selected data with a single button click.Outcomes
- Efficiency: Reduced chart creation time from 5 minutes to 15 seconds.
- Accessibility: Enabled any RBT to create charts accurately and quickly.
- Increased Billable Hours: Freed up staff time for more billable activities.
- Reduced Stress: Minimized staff stress by eliminating the charting bottleneck.
- Accuracy: Improved data accuracy by reducing manual entry errors.Visuals
- Before: A manual, error-prone charting process.
- After: A streamlined, automated system that anyone on the team can use.By implementing this new system, the ABA Therapy Clinic saw a dramatic improvement in their reporting efficiency and overall staff satisfaction.

Case Study: Streamlining Medicaid Service Logs for a School-Based SLPClient: School-Based Speech-Language Pathologist (SLP)Problem:
The SLP was struggling with a time-consuming and stressful process to maintain compliance for Medicaid reimbursement. Each month, she manually tracked and verified service logs for up to 60 students. This manual system was disorganized and made it difficult to create accurate and timely reports, increasing her stress at the end of each month.Before:
- Manual Tracking: Finding and checking off notes for each student manually.
- Large Caseload: Managing logs for up to 60 different students monthly.
- Stressful Process: No clear system, leading to increased stress when creating monthly reports.
- Compliance Issues: Difficulty in ensuring all entries were accurate and complete.Solution:
I developed a streamlined solution to automate and simplify the process:
- Google Form for Data Entry: Created a Google Form for easy attendance and service entry.
- Automated Spreadsheet: Set up a spreadsheet that auto-populated with data from the form.
- Filter and Formatting: Implemented filters to sort data by student and month, making it ready to print or save as a PDF.Implementation Steps:
1. Google Form Creation: Designed a user-friendly form for entering attendance and service details.
2. Automated Data Integration: Linked the form to a spreadsheet that automatically organized the data.
3. Filtering and Formatting: Enabled filtering by student and month, and formatted the data for easy printing or sharing.Outcomes:
- Efficiency: Significantly reduced the time spent managing service logs.
- Ease of Use: Simplified data entry and analysis, allowing the SLP to manage all students simultaneously.
- Stress Reduction: Made the monthly reporting process faster and less stressful.
- Flexibility: Allowed for easy data entry and modification, with the ability to print or save reports as needed.Visuals:
- Before: Manual, disorganized tracking of service logs.
- After: Automated, easy-to-use system for entering and managing data.By implementing this new system, the SLP was able to save hours every month, significantly reduce stress, and maintain compliance with Medicaid reimbursement requirements in a more efficient and organized manner.

Case Study: Automating Invoicing for a Healthcare ProfessionalClient: Independent Healthcare ProfessionalProblem:
The client was overwhelmed with the manual process of creating invoices. She had to compile session notes and billing information from different documents, type everything into a new document, and generate invoices. This process was time-consuming, prone to errors, and reduced her billable hours, often resulting in bringing work home and delaying payments.Before:
- Manual Compilation: Manually merging session notes and billing information.
- Time-Consuming: Typing each invoice from scratch.
- Error-Prone: High risk of errors due to manual data entry.
- Reduced Billable Hours: Less time for billable work due to administrative tasks.
- Delayed Payments: Slow invoicing process often delayed payments.Solution:
I developed a streamlined invoicing system to automate and simplify the entire process:
- Single Form Entry: Created a single form for entering session notes and billing details.
- Management Area: Designed a centralized management area for handling different templates.
- Automated Templates: Implemented templates for session notes and billing, automating the invoicing process.Implementation Steps:
1. Form Creation: Developed a comprehensive form for entering all necessary session and billing information.
2. Template Integration: Set up templates that auto-populate with data from the form.
3. Centralized Management: Established a management area where the client could easily access and use different templates as needed.Outcomes:
- Time Savings: Reduced time spent on invoicing by automating the data entry process.
- Increased Billable Hours: Freed up more time for client-facing, billable work.
- Stress Reduction: Less administrative workload, resulting in lower stress levels.
- Improved Accuracy: Minimized errors by automating data entry and template use.
- Faster Payments: Accelerated the invoicing process, leading to quicker payments from insurance companies.Visuals:
- Before: Manual, disjointed process for creating invoices.
- After: Automated, efficient system for entering data and generating invoices.By implementing this new invoicing system, the client saved several hours each week, reduced her stress load, and felt more confident about getting paid promptly by insurance companies.