top of page

๐ŸŒŸ Introducing the Initial Assessment Report and Treatment Plan Writing Bundle from Sage Learning Systems: Launching Your ABA Journey with Expert Care! ๐ŸŒŸ


In the dynamic world of Applied Behavior Analysis (ABA) therapy, continuous assessment and well-crafted treatment plans are the foundation of success. Are you ready to enhance your ABA practice by offering clients an initial assessment and treatment plan? Look no further โ€“ the Initial Assessment Report and Treatment Plan Writing Bundle is your gateway to providing unmatched care and results. Designed for clinicians just starting out, as well as for more seasoned clinicians who are looking to make sure their ABA initial assessment reports demonstrate medical necessity, and to ensure compliance with payor requirements and contracts. This bundle includes:


Initial Assessment Report Template ($20 value)

  • This is a 12-page editable Word document for an initial assessment report and treatment plan template.

  • It outlines all of the required sections for an initial assessment report. 

  • It also includes a table of contents to help reviewers easily locate pertinent information.

  • This template should be reviewed with the payor requirements for each of your funding sources. 


Initial Assessment Report Writing Instructions/Guidance ($20 value)

  • This is a 14-page editable Word document that can be used as a job aid for staff who need extra support with the required components of the initial assessment report.

  • It provides detailed instructions and guidance for each of the different report template sections. 

  • Staff can add additional information to the instructions/guidance document to further ensure compliance with specific payor requirements. 


Initial Assessment Report Self-Monitoring Checklist  ($15 value)

  • This is an editable Word document that staff can use to ensure that they have completed all of the required components of the initial assessment report and treatment plan.

  • Staff are able to cross-reference this with their initial assessment report and treatment plan to ensure payor requirements have been met. 


Initial Assessment Report Quality Assurance (QA) Measure ($20 value)

  • This is an 8-page editable document that can be used to evaluate the initial assessment and treatment plan report

  • Behaviorally Anchored Rating Scales (BARS) have been customized for each of the evaluation sections (e.g., cover sheet, client background information, assessment information, treatment plan and behavior intervention plan, transition and discharge criteria, CPT codes and hours, and spelling/grammar. 

  • This document can easily be adapted to a Google Form or Microsoft Form


Initial Assessment Report and Treatment Plan Example ($20 value)

  • This is a 21-page editable Word document that provides a completed initial assessment report and treatment plan.

  • It contains written examples for all of the essential component items that should be included in the initial assessment and treatment plan report. 

  • It is a helpful training resource for staff who are learning how to document medical necessity within their treatment plan reports and need extra support with documenting the essential components.


Writing Support Resources ($10 value)

  • These writing supports provide staff with helpful information that can be used to further develop their writing skills. 

  • Included are resources for common grammar and spelling issues.

  • The support documents can be edited and customized for each staff member to help support their individual learning needs.


+ Free Bonus Material ($30 value)

  • Over 30 pages of staff training resources and supports

  • Medical necessity criteria for goal guidance development

  • Initial assessment client documents checklist 


At Sage Learning Systems, we understand that the beginning of a therapeutic journey lays the foundation for growth. Our Initial Assessment Report and Treatment Plan Writing Bundle empowers you to provide an insightful, individualized, and meticulously planned approach to ABA therapy.


Why Choose Our Initial Assessment Report and Treatment Plan Writing Bundle?

โœ… In-Depth Insights: Our bundle facilitates a comprehensive assessment of client needs, enabling you to gain deep insights into their strengths, challenges, and goals.

โœ… Customized Treatment Plans: Crafting effective treatment plans requires expertise. Our bundle includes personalized, evidence-based treatment plans that set a clear roadmap for progress.

โœ… Collaborative Approach: Our detailed assessment report and treatment plans enhance communication with clients and their families, fostering a collaborative approach to care.

โœ… Expertise and Credibility: A well-structured assessment and treatment plan demonstrate your expertise and dedication to clients' well-being, building trust and rapport.

โœ… Client-Centric Focus: By tailoring plans to each client's unique needs, you're showcasing your commitment to their success and setting the stage for transformative progress.

โœ… Time Efficiency: Our bundle streamlines the assessment and planning process, allowing you to optimize your time and resources while delivering exceptional care.


Add the Initial Assessment Report and Treatment Plan to your cart, and let Sage Learning Systems guide you on the path to continuous improvement. For more information, please contact us today!

Initial Assessment Report and Treatment Plan Writing Bundle

  • Please keep in mind that because our products are distributed digitally, it is our policy that all sales are non-refundable.

  • Be sure to download all attached files as the links will expire after 30 days. All products and details will be in the zip file sent via email after purchase

bottom of page