Everything that is great about the QMS but now for Canada!

For new ABA companies or those looking to make a few changes to their operation, creating usable policy, procedure, or employee documents can be overwhelming.  It eats up untold hours of precious time, small – but important – details can easily be left out, and making mistakes can spell disaster – especially if they violate HIPAA. Long story short, the pressure is on! 

...We’re here to take that pressure off. 

Our Quality Management System (QMS) was designed to be the perfect tool for any ABA therapy company looking to standardize their policies or transition from self-pay to insurance. It’s BHCOE Accreditation compliant and updated every 6 months to ensure regulations are met in every province. It contains over 600 pages of policies, procedures, work instructions, job descriptions, and more! We can help you set up electronic forms on your website for client input, employee quizzes, and incident reports. 

Essentially, we want to save you tremendous time and worry and let you get back to the tasks that make this work worthwhile: improving quality of life for those who truly need it. 

If you have any questions about what we do, please press the little green button at the top of the screen to contact us. We’ll be more than happy to walk you through it! 

If you’re ready to purchase, simply scroll down, click on the products you need, and fill out the form that pops up – including a signature. Once payment is complete, you will receive both the signed agreement and a link to download your items. You’ll have 24 hours to download the files. But don’t worry, you can contact us and we’ll help you out if the 24 hours has expired. 

Please note, while the QMS is an ideal system for ABA companies – since it’s tailored to your needs – it’s not meant to be a finished product from day 1. You’ll have to take a little time to customize it for your company. To make this process simple, we included MACROs* that allow you to add or change all of your business and contact information with the click of a button; and, we’ve highlighted all of the areas that will need to be adapted to fit your company. However, we strongly recommend that you review all aspects of the system to ensure it fits within your company, for liability purposes. 

Once you’ve finalized your changes, we also recommend having it reviewed by your human resources consultant, employment attorney, or PIPEDA Consultant to make sure everything’s in its place. This is important, because although we do update these documents from time to time, we may not update until after a new regulation or law is in effect. 

With our new quarterly updates and compliance check our handbooks will work for any Province!  These documents do need to be reviewed to ensure all laws/regulations are being followed depending on your location. It is up to the individual company to ensure it is following all the correct laws and regulations for that company. We do have HR consultants that can work with you throughout this process. 

If you have any questions before purchasing, you can always click the green button at the top of the screen to contact us! 

*The all new MACROs make it so much easier to get your system up and running! Just enter your company info in the correct fields, and your information automatically updates in all relevant places throughout the manual. All policies have been reviewed by a human resources consultant and a proofreader.


Want to see what the handbooks look like, need start up support, or would like to set up a HIPAA evaluation? Book a free 60 minutes consult here!







Company Policies

Company Manual
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The Company Policy Manual is 204 pages, over 33,000 words, and is the framework for all policies.  It includes critical components to any company, including: job descriptions, referral processes, client and employee policies (detailed employee/client handbooks are still needed), CPM procedures, work instructions, infectious disease control and a CPM overview quiz, and so much more!  The new compliance checks mean you will always be confident your policies will meet provincial requirements.

*Updated 04/01/2018

Company Policy Manual

Table of Contents
Company Policy Manual 9
1.0 Introduction 10
2.0 Scope 11
2.1 Quality Policy 11
3.0 References 12
4.0 Terms and Definitions 12
5.0 Introduction 24
5.1.1 General 24
5.1.2 Company Manual 24
5.1.3 Control of Documents 25
5.1.4 Control of Records 25
6.1 Management Commitment 27
6.2 Client Focus 27
6.3 Quality Policy 27
6.4 Planning 27
6.4.1 Quality Objectives 27
6.4.2 Company Policy Manual Planning 28
6.4.3 Continuity of Operations 28
6.5 Responsibility, Authority and Communication 28
6.5.1 Responsibility and Authority 28
6.5.2 Management Representative 70
7.0 Resource Management 72
7.1 Provision of Resources 72
7.2 Human Resources 72
7.2.1 General 72
7.2.2 Competence, Awareness and Training 73
7.4 Hiring Process 74
7.4.1 Background Checks 75
7.4.2 Verification of Education 75
7.4.3 Verification of License 75
7.4.4 Level of Competency 75
7.5 Materials and Resources 76
7.6 Working Environment 76
7.6.1 Crisis Management Training 77
7.6.2 CPR Training 78
7.6.3 Canadian Centre for Occupational Health and Safety 78
7.6.3.1 Infectious Disease Control 78
7.6.3.1.1 Occupational Exposure to Bloodborne Pathogens 79
7.6.4 Inclement Weather 80
7.6.5 Travel Time 80
7.6.6 Expense Reimbursement 80
8.1 Prospective/Referred Clients 81
8.1.1 Contacting the Client 82
8.1.2 Scheduling Intake 82
8.2 Intake Process 83
8.2.1 Collection of Documentation 83
8.3 Assessment Process 83
8.4 Referral & Termination Process 84
8.4.1 Parent Participation 84
8.4.2 Client & Employee Safety 85
8.4.3 Termination of Services 85
8.5 Treatment Planning 86
9.1 Client Surveys 87
9.2 Client Complaints 87
Deadlines 89
CPM Procedures 91
Background Check Procedure 92
Client Complaints Procedure 93
Client Satisfaction Survey Procedure 94
Continuous Improvement Project Procedure 95
Control of Records Procedure 97
Document Control Procedure 100
Emergency Procedure 101
External Referral Procedure 103
Hand Washing Procedure 107
Infectious Disease Procedure 109
Internal Referral Procedure 158
Parent Participation Procedure 160
Supervision Procedure 164
Disciplinary Procedure 165
Sexual Harassment Procedure 169
Non-discrimination/Anti-Harassment Procedure 176
Ergonomics and Toxic Exposure Procedure 182
Fire Safety and Disaster Emergency Evacuation Procedure 190
CPM Work Instructions 196
Session Guidelines and Data Collection Work Instruction 197
Evaluation Work Instruction 200
Client Binder Work Instruction 201

Cost: $800.00

Employee Handbook

Employee Handbook
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The Employee Handbook is 87 pages, almost 13,000 words and includes everything you need for on-boarding and orientation with  new employees, such as: New Employee Checklist and all necessary forms required for new employees, including offer letter, job requirements, training, HR policies, quiz, and much more!  The new compliance checks mean you will always be confident your policies will meet provincial requirements.
*Updated 04/01/2018

Employee Handbook

Table of Contents


New Hire Checklist 7
Employee Direct Deposit 10
Offer Letter 12
Employee Handbook 16
Overview 17
Acknowledgment of Receipt of Employee Handbook 19
Job Requirements 20
Probationary Period 22
Training 22
Performance Evaluation 23
Termination 23
Agreement to Be Video-Taped & Photographed 24
Code of Conduct 24
Rules and Regulations of {Company Name} 25
Confidentiality Policy 25
Appropriate Treatment of Clients 27
Interaction with Families 28
Working in a Client Home 29
Permission for Background, Education and Malpractice Check 30
Alcohol and Drug Policy 31
Dress Code Policy 31
Resolving Grievances 32
Whistleblower Policy 33
Communication Policy 36
Cell Phone Usage During Sessions 36
Schedules 36
Calendar/Schedule Policy 37
Attendance Policy 38
Time Off 41
Break Policy 41
PTO Accrual Policy 41
Personal Cell Phone Reimbursement Policy 42
Mileage Reimbursement Policy 42
Accidents at Work 43
Safety Policy for In Home Health 44
Weapon-Free Workplace Policy 44
Incident Report Policy 45
Property Policy 45
Return of Company Property Policy 46
Email Account Policy 47
Social Media, Internet Usage/Activity and Online Profiles Policy 48
Employee Rights 50
Equal Opportunity Employer 51
Discrimination & Harassment 51
Mandated Reporting 52
Hepatitis B Vaccination Waiver 55
Supervision Contract for Insurance 57
Interview Non-Disclosure Agreement 63
Employment Application 65
Interviewee Questions 68
Employee Performance Evaluation 72
Employee Verbal Warning 73
Employee Written Warning 76
Exit Interview Questionnaire 79
Exit Interview Checklist 86

Cost: $400.00

Client Handbook

Client Handbook
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The Client Handbook is 112 pages, over 14,000 words and comes with everything needed for new clients such as: a complete intake packet, financial agreement, participation expectations, client policies - especially for in-home visits, supplemental information for clinic programs, and so much more! The new compliance checks mean you will always be confident your policies will meet provincial requirements.       
*Updated 04/01/2018

Client Handbook

Table of Contents

Intake Packet Checklist 7
Welcome Page 9
Financial Responsibility Agreement 11
Non-Violent Physical Crisis Intervention 15
Permission for Assessment 19
Mandated Reporter Disclosure Form 21
Notice of Privacy Practices 24
Medical Questionnaire 28
Parent Questionnaire 29
Client Information 33
Risk Assessment 37
Client Home Safety Checklist 46
Client Handbook 49
Welcome 50
What is Applied Behaviour Analysis (ABA)? 50
Services in Applied Behavioural Analysis 51
Behaviour Analyst Certification Board (BACB) Guidelines 55
Staff Descriptions 57
Agreement to Videotape - Audiotape - Photograph 59
Parent Participation 61
Parents’ Interaction with Staff & Dual Relationships 63
Wellness Policy Statement of Understanding 64
Pets and Animals 65
Aggressive Behaviour 66
Smoking 67Illegal Activity 67
Temperature Control 68
Communication 69
Inclement Weather Policies and Procedures 71
Service Agreement and Consent Form 74
Outing Procedure Form 75
Authorization to Release Professional Information 81
Facility Health Policy 84
Supplemental Information 90
Parent Participation Verbal Warning 91
Parent Participation Written Warning 94
Clinic Supplemental Information 97
Welcome to Clinic Program 98
Clinic Group System 100
Participation Guidelines 102
Parent Notification Policy 104Privacy Waiver 106

Cost: $400.00

Supervisor Handbook

Supervisor Handbook
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The Supervisor Handbook is over 56 pages and almost 9,000 words. The handbook goes above and beyond the Employee handbook and specifically breaks down the roles and responsibilities of BCBAs and BCaBAs, complete with a quiz. This will ensure that your supervisors understand all requirements in order to perform their job effectively.  The new compliance checks mean you will always be confident your policies will meet provincial requirements.    

*Updated 04/01/2018

Supervisor Handbook

Table of Contents


Supervisor Handbook 6
Supervisor Policies/Expectations 8
PHI Security Improvements 14
Intake and Assessment 15
Conducting Assessment 15
Assessment reports 16
Report Process 19
Behaviour Plans 21
Functional Assessment 22
Initial Therapy/Case Start-Up 24
Setting criterion for Pairing 26
Progress Updates 26
Case Transitions 27
Discharge Planning 31
Case Supervision and Programming 31
Treatment Planning 37
Ongoing Case Supervision 39
Therapist Training 39
Staff Incentive Program 40
Supervisor Meetings 42
Case Reviews 42
Case Presentations 44
Professional Development 46
Supervisor Bonus Structure 46
BCBA Duties 49
Therapy Resources Building and Maintenance Policy 50
Open Request periods 51
Donation Requests 51
Client Specific Requests 53

Cost: $400.00

PIPEDA Policies

PIPEDA Handbook
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The PIPEDA Policies have over 200 pages, with over 36,000 words of compliance policies that every ABA company needs, such as: Notice of Privacy Practices, PIPEDA security policies, breach risk assessment, business associate agreement, compliance training. Also included is an 159 page supplement handbook with all of the provincial requirements.    

*Updated 04/01/2018

PIPEDA Policies

Table of Contents
Introduction 8
Minimum Uses and Disclosures of Protected Health Information 10
Uses and Disclosures of Protected Health Information 20
Designated Record Set 33
Medical Privacy Policy 36
Notice of Privacy Practices 40
PIPEDA Security Policy 52
PIPEDA Security Management Policy - ePHI 59
Best Options for Securing Electronic Data or EPHI 62
System Audit Review Template 63
Bring Your Own Device Policy 66
PIPEDA Electronic Messaging Standards 76
Photographing, Video Recording, Audio Recording, And Other Imaging of Patients, Visitors, and Workforce Members 89
PIPEDA Records Retention Policy 96
PIPEDA Procedures for Destruction and Removal of PHI from Computer Hardware/Media 97
Complaint Policy 102
PIPEDA Sanctions Policy 122
PIPEDA Business Associate Agreement 131
Business Associate Compliance Check 147
De-Identification of Protected Health Information 150
PIPEDA Authorization for Release of Protected Health Information 153
Checklist for Valid Authorization 159
Contingency Plan and Procedures for Backup, Recovery and Emergency Preparedness 162
Contingency Plan Assessment for Electronic Health Records and Health Information Exchange 165
Data Backup Plan 170
Emergency Mode Operation and Disaster Recovery Plan 172
PIPEDA Compliance Training 174
PIPEDA Compliance Quiz 175
What is not covered by PIPEDA? 194
Offences 194
Organizations’ Responsibilities under PIPEDA 195
Accountability 195
Identifying Purposes 196
Consent 197
Limiting Collection 199
Limiting Use, Disclosure, and Retention 199
Accuracy 199
Safeguards 200
Openness 201
Client Access 202

Cost: $800.00

RBT Checklist

RBT Checklist
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The RBT Checklist is everything you need to ensure your RBTs in training have completed all areas of competency and are ready to take the test.  The RBT Checklist comes with 32 treatment integrities to ensure all competency can be completed. Use the rankings to come up with a hourly/salary rate for your RBTs based on skill acquisition.  

Cost: $150.00
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