Additional Resources
CASP Session Note Templates
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Supplemental Resources Related to Documentation of ABA Services
- CASP. Applied Behavior Analysis Practice Guidelines for the Treatment of Autism Spectrum Disorder: Guidance for Healthcare Funders, Regulatory Bodies, Service Providers, and Consumers.
- American Medical Association CPT® Assistant, “Coding Update: Reporting Adaptive Behavior Assessment and Treatment Services in 2019”
- ABA Coding Coalition, “Supplemental Guidance on Interpreting and Applying the 2019 CPT Codes for Adaptive Behavior Services."
- The CASP Organizational Guidelines
- Chapter 11 Organizational Support of Clinical Excellence
- Chapter 13 Documentation
- Model Coverage Policy for ABA Services: Guidelines for Working with CPT® Codes and Developing Payer Policies
- Behavior Analyst Certification Board. (2020). Ethics code for behavior analysts.
- Behavior Analyst Certification Board. (2021). RBT ethics code (2.0).
"Patient" or "Client"?
American Medical Association (AMA) CPT® Code descriptors for adaptive behavior services use the term "patient" to describe the recipient of services. However, the ABA community typically refers to service recipients as "clients."
The CASP Session Note Templates retain the term "patient" in the code descriptors for consistency with the AMA. The term "client" is used throughout the remainder of the template and the associated guidance.
Session Note Template Version History
The most recent version of each CASP Session Note Template is listed below:
Template |
Current Version |
Release Date |
Comments |
| 97151 | 1.04 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| 97152 | 1.04 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| 97153 | 1.07 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| 97154 | 1.04 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| 97155 | 1.04 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| 97156 | 1.04 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| 97157 | 1.04 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| 97158 | 1.04 | 12/17/25 | updated to include AMA permission statement; removed CPT Code descriptors from the blank template |
| BT 0362T | 1.01 | 12/16/25 | |
| QHP 0362T | 1.01 | 12/16/25 | |
| BT 0373T | 1.01 | 12/16/25 | |
| QHP 0373T | 1.01 | 12/16/25 |
Please note:
Nonsubstantive edits to the templates (e.g., correcting grammatical errors or typos, changes to the order of content) will be reflected by increasing the fractional part of the version number. For example, nonsubstantive edits to version 1.01 would be reflected in version 1.02.
Substantive edits (e.g., the addition or removal of content) will be reflected by increasing the integer part of the number. For example, substantive edits to version 1.04 would be reflected in version 2.0.
Do you need an updated version?
If you have already completed the required training and submitted the Terms of Use Agreement and simply need the updated version of a template, please send your request to templates@casproviders.org.
