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Documentation Series

Show Your Work: Why it Matters to Make your ABA Session Notes Count

Monday, June 1, 2026
2:00 PM - 3:00 PM (EDT)

Event Details

Abstract

In an era of heightened scrutiny from payors, regulators, and oversight bodies, high-quality session note documentation is no longer a routine administrative task—it is a critical component of ethical, clinical, and operational integrity in applied behavior analysis (ABA). Show Your Work: Making ABA Session Notes Count examines how session notes function as the primary narrative linking assessment, intervention, and outcomes, and why incomplete or poorly constructed documentation can jeopardize client care, provider credibility, and organizational sustainability.
This session will explore the essential elements of effective ABA session notes, emphasizing the need to clearly reflect medical necessity, demonstrate active treatment, and align with individualized treatment goals. Participants will learn how to move beyond templated or checkbox-style documentation to produce meaningful, data-informed narratives that accurately capture clinical decision-making, client progress, and any barriers to treatment. The presentation will also highlight common documentation pitfalls identified in audits and investigations, including overgeneralization, lack of individualized detail, and inconsistencies between data and narrative.
Grounded in current compliance expectations and real-world audit trends, this session will provide practical strategies to ensure documentation is both clinically meaningful and audit-ready. Attendees will leave with actionable guidance to strengthen their documentation practices, reduce organizational risk, and ensure that session notes truly “show the work” behind the services delivered.


Learning Objectives

  1.  Identify the core components of high-quality ABA session notes, including elements necessary to demonstrate medical necessity, active treatment, and alignment with individualized treatment goals.
  2. Analyze common documentation pitfalls and audit findings to distinguish between compliant, clinically meaningful session notes and those that present risk.
  3. Evaluate practical strategies to develop clear, data-informed narratives that accurately reflect clinical decision-making, client progress, and barriers to treatment while meeting compliance expectations

This webinar offers 1.0 BACB Learning CEU.

Presenters

Mariel Fernandez, MS, BCBA, LBA

Mariel is the Vice President of Government Affairs at the Council of Autism Service Providers (CASP) and serves as its primary representative on the ABA Coding Coalition. She began working in behavior analysis in 2001 and earned her master’s degree in applied behavior analysis from Auburn University in 2004. Her experience spans clinical operations, compliance, regulatory affairs, and public policy.

Mariel currently serves as the presiding officer of the Texas Department of Licensing and Regulation (TDLR) Behavior Analyst Advisory Board (BAAB). She is a former Chair of the Metrocare Services Public Advisory Committee and Past President of the Texas Association for Behavior Analysis Public Policy Group (TxABA PPG). She also serves as a subject matter expert for the Policy Council on Children and Families, focusing on the Autism Services benefit within Texas Medicaid, and works closely with federal and state regulatory agencies and legislative offices.

Mariel received the BlueSprig CEO Award in 2020 for her leadership in preparing the organization to transition to telehealth during the COVID-19 pandemic. In 2022, she was part of the TxABA PPG team recognized with the Autism Law Summit Implementation Award. In 2026, she was honored with the Association of Professional Behavior Analysts Gerald Shook Award, recognizing her advocacy to improve access to services and strengthen the value of professional credentials in applied behavior analysis.

Heather O'Shea, Ph.D., BCBA-D
Dr. Heather O’Shea has spent over 20 years working with families and children with special needs. She earned her Ph.D. in Clinical Psychology from California School of Professional Psychology, specializing in services with children and families in the educational, medical, and legal systems and obtained her BCBA-D in 2005. After 16 years at a large national ABA organization, she left her role as Chief Clinical Officer to become President of Verbal Behavior Associates (VBA) where she proudly oversees an organization committed to providing evidence-based intervention and specializing in serving clients with profound needs. In April 2021, she started the CASP Documentation SIG and has served as chair spearheading the development and release of session note templates for the field of ABA and currently working on a treatment plan template. Her commitment to quality service delivery, ethics, training and mentorship have driven her dedication to the field. Her mission is to impact the field and leave a lasting positive impact on all of those impacted by and committed to improving the lives of those touched by autism.