Coordination of Care Assessment Tool for BCBAs
The Coordination of Care Assessment Tool is a clinical decision-support resource designed to help BCBAs identify when a learner may benefit from additional interdisciplinary support such as Speech-Language Pathology (SLP), Occupational Therapy (OT), Physical Therapy (PT), Mental Health, or Educational Evaluation.
This interactive Excel spreadsheet guides clinicians through domain-specific screening questions—each crafted to help determine when a referral or collaboration may be warranted. Automated formulas calculate “Refer” or “Monitor” flags, allowing you to document recommendations, log collaboration, and track outcomes in one streamlined tool.
Includes:
✔️ Intake & Assessment sheets with dropdown screening questions
✔️ Auto-calculated “Refer” flags for each domain
✔️ Summary sheet with referral tracking and follow-up documentation
✔️ Collaboration log and care team directory
✔️ Interpretation guide explaining how to use the tool
✔️ Editable threshold settings for customization
This tool promotes ethical scope of practice and coordinated, client-centered care while reinforcing the BCBA’s role as part of a multidisciplinary team—not a replacement for other specialists.
Disclaimer:
This tool is intended for professional use as a screening and collaboration aid. It does not diagnose, prescribe, or replace professional evaluations by licensed specialists. Results should always be interpreted within the context of comprehensive assessment, clinical judgment, and team-based consultation.
Applied Behavioral Approach Consulting, LLC and its affiliates assume no liability for any decisions made based on this tool. Use of this product constitutes acknowledgment that the purchaser and/or user is solely responsible for ensuring compliance with all applicable ethical, legal, and licensing standards within their jurisdiction.
This resource is for informational and educational purposes only and should not be shared, redistributed, or modified for resale without written permission from the creator, Lorneshia Cooper, M.S., BCBA.
