For Clinicians Documentation

For Referring Clinicians

Documentation:
what we need, what we produce.

A complete reference for documentation requirements, report types, sharing protocols, HIPAA compliance, and consent flows.

What We Need from You

To initiate services effectively and minimize delays, the following documentation is requested at the time of referral or shortly after family intake begins.

Document Status Notes
Autism Spectrum Disorder diagnosis documentation Required Required for insurance authorization and to begin services. DSM-5-TR diagnosis from licensed clinician.
Neuropsychological or developmental evaluation report Required Full report preferred. Aids BCBA assessment and treatment planning.
Insurance information Required Member ID, group number, plan name. We conduct verification independently.
Parent/guardian consent to communicate with referring provider Required Completed by family during Kindaya intake. Required before any clinical communication.
School records or current IEP Optional Helpful for understanding current academic functioning and school-based goals.
Names of current providers (SLP, OT, etc.) Optional Facilitates coordinated care conversations.
Notes on behavioral priorities or urgent concerns Optional Safety concerns flagged in referral receive priority attention during BCBA assessment.

What We Produce

Kindaya generates clinical documentation throughout the service relationship. The following documents are produced as standard practice.

Document Frequency Shared with Referring Clinician?
Assessment Report Once (at intake) Yes, with consent — upon completion
Behavior Intervention Plan (BIP) Created at authorization; updated as needed Available upon request with consent
Session notes (RBT-authored) Every session Available upon request with consent
Quarterly Progress Report Every 90 days Yes, with consent — sent automatically
Annual Re-authorization Report Annually Available upon request with consent
Discharge Summary At service conclusion Yes, with consent — sent at discharge

How Reports Are Shared

Reports are transmitted via secure channels only. We do not share any documentation via standard email without encryption or a secure delivery method. Options include secure fax, encrypted file transfer, or shared access to our clinical documentation platform.

Quarterly reports are sent automatically to referring clinicians with active consent on file. Ad hoc requests for specific documents can be made by calling (916) 461-5285 or emailing referrals@kindayaaba.com. We typically fulfill documentation requests within 5 business days.

HIPAA Considerations

Kindaya ABA operates as a HIPAA-covered entity. All protected health information is handled in accordance with HIPAA Privacy and Security Rules. Staff receive HIPAA training as part of onboarding and annually thereafter.

Referral documentation received from external providers is treated as PHI. It is stored securely, accessible only to Kindaya clinical staff with a legitimate treatment relationship, and is not retained beyond the period required by law and clinical necessity.

A note on fax and email

We accept referrals by phone, secure email, or fax. We do not accept PHI via unencrypted email. If you typically send documentation by standard email, please call us at (916) 461-5285 to set up a secure transfer method before sending clinical records.

Questions about documentation?

Call us or email referrals@kindayaaba.com. We'll clarify anything.

(916) 461-5285 Send a Referral
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