01 | MATRIXBuild a jurisdiction-and-payer matrix
For every state and payer, document required licenses and certifications, permitted rendering-provider types per service code, technician grace periods, supervision qualifications and documentation, accreditation and renewal requirements, ownership and professional-entity restrictions, and enrollment, revalidation and disclosure deadlines.
02 | SEPARATESeparate individual and organizational compliance
Keep distinct records for BACB certification, state licensure, background and exclusion checks, payer credentialing and effective dates, RBT supervision assignments, agency accreditation, and Medicaid and commercial group enrollment. Never treat one as a substitute for another without written authority.
03 | AUDITAudit staff and ownership records
Confirm every certification and license is active where services are delivered, RBTs have qualified supervisors with documented ongoing supervision, owners and clinical decision-makers meet state requirements, payer rosters match current staff, and departed staff are removed from payer and supervision records.
04 | TRAINEESPrepare trainees and supervisors for BACB transition rules
Identify employees likely to apply for BCBA or BCaBA certification on or after January 1, 2027. Verify their coursework, fieldwork, supervision and forms meet the 2027 standards. Do not assume an arrangement designed for the earlier rules will automatically qualify.
05 | CODINGStart the 2027 coding transition
Assign ownership across clinical operations, billing, contracting and technology. Once official CPT files and payer guidance are released: build a payer-specific crosswalk, confirm authorization requirements, review rates and contract amendments, update documentation templates and charge capture, test clean claims and remittance behavior, and train staff before the effective date.