one access
Back to work Case Study · 2024
02 — One Access

one access.

One platform for every role in an ABA practice — replacing a tab-switching workflow with a single, role-aware system from intake to discharge.

Year
2024
Role
Product Design Lead
Duration
6 months
Team
3 designers, CTO, Co-founder, Clinical Director, PM, Eng
Tools
Figma · Notion · Linear
One Access dashboard on a laptop — analytics overview with caseload pie chart and weekly bar chart

ABA practices run on legacy software. Clinicians pay the price.

Applied Behavior Analysis is the gold-standard intervention for autism — but the tools behind it are compliance-first, not clinician-first. A typical practice juggles three to four disconnected platforms a day for scheduling, documentation, and billing — and the time tax lands on the people closest to the child.

[ Who feels it ]
PM

"Approvals get lost in email — I can never tell who has signed what."Program Manager — unclear approvals

RBT

"The note-taking tool fights me — I retype the same fields all day."Registered Behavior Technician — confusing tools

Admin

"Case data lives in five places. I rebuild a folder every intake."Admin — fragmented case data

CD

"I need oversight across the whole platform — not a tab per task."Clinical Director — needs platform-wide oversight

BCBA

"Documentation eats hours that should belong to clients."Board Certified Behavior Analyst — heavy documentation load

Five user roles in an ABA practice — Program Manager, Registered Behavior Technician, Admin, Clinical Director, Board Certified Behavior Analyst — with their core pain points
Roles & pains Five roles, five distinct workflows, one shared frustration: the system wasn't built around any of them. The intent was a unified workspace where each role's work feeds the next — not a stack of tools that all have to be reconciled by hand at the end of the day.

We audited the tools every practice already pays for. Each one solves a slice — none solves the whole.

Practitioners said the same thing across interviews: they hadn't picked the best tool, they'd picked the least-bad one in each category. We mapped the four leading platforms against the seven jobs an ABA practice has to do every day.

Competitor matrix — CentralReach, Raven Health, Motivity, Theralytics — scored across session data, billing/insurance, scheduling, BIP creation, case management, team coordination, and multi-role access
Competitive landscape CentralReach, Raven Health, Motivity, and Theralytics each lead in a single column — but no one platform covers session data, billing, scheduling, BIP creation, case management, team coordination, and multi-role access together. The opportunity wasn't a better tool. It was the missing one.
01

Tab-switching tax

Every role moves between three to four platforms a day — context vanishes at every handoff.

02

Documentation as a wall

Notes, BIPs, supervision logs — the busiest people in the practice carry the heaviest paperwork.

03

Permissions as guesswork

Role-based access exists in name only — clinicians see what the URL lets them see, not what their role should.

[ The cost ]
Practitioner interviews · n=12
3–4

Platforms used per role, per day

Switching cost — and reconciliation cost — borne by the clinician, not the software.

~6 hrs A BCBA's average weekly time spent reconciling notes, billing codes, and supervision logs across tools.
How might we

consolidate the ABA workflow into one platform that serves every role end-to-end — without forcing each role into someone else's interface?

One platform. Five role-aware workspaces.

Instead of a generic dashboard everyone has to bend to fit, we shaped each role's home around the work they actually do — and let the data flow between them automatically. A session note becomes a billing event becomes a payroll line — no one has to copy it.

Admin

Operations

Employee management, caseload setup, permissions.

CD

Oversight

Compliance preparation, clinician performance, supervision tracking.

BCBA

Clinical

Behavior plans, supervision, note review, BIP authoring.

PM

Coordination

Scheduling, reassignments, attendance, telehealth.

RBT

Field

Session notes, skill tracking, data entry on a phone-friendly surface.

Five-role overview — Admin, Clinical Director, BCBA, RBT, and PM — with each role's responsibilities and permissions on a shared cloud surface
Role anatomy Each role gets the workspace it earns — Admin owns employees and permissions, the Clinical Director owns oversight and compliance, BCBAs own the clinical record, PMs own scheduling, and RBTs own the session itself. Same data; different lens.

Four levels — Entry, People, Case Engine, Operations.

Before a single screen got designed, we mapped the entire system as a pipeline: who logs in, who they bring with them, what cases run inside, and what flows out the other side. Every feature on the platform sits inside one of these four levels — and every role's permissions are defined against them.

One Access information architecture — four levels: Entry & Access, People & Onboarding, Case Engine (Operational Core), and Downstream Operations including payroll, billing, claims, insurance and document center
System architecture Level 1 handles authentication and role-based access. Level 2 handles clinician onboarding and management. Level 3 — the operational core — runs the case lifecycle: workspace, behavior plans, scheduling, and note review. Level 4 handles everything downstream: payroll, billing & claims, insurance, resource library, document center.
What the platform guarantees

Behavior tracking that's measurable, supervised, and auditable.

  • Role-based access enforced at the route, not just the UI — clinicians see what their role authorises.
  • Session → note → billing pipeline runs automatically — RBTs stop retyping codes.
  • HIPAA-aware document access — every signed document is scoped by role and case.
  • Integrated scheduling with telehealth — sessions, supervisions, and reassignments live on one surface.
  • End-to-end case lifecycle — Unassigned → Active → On Hold → Discharged, visible to everyone who needs it.

Lo-fi first, on purpose. Information hierarchy before pixels.

We spent weeks on greyscale wireframes — schedules, intake screens, session notes, billing tables, BIP authoring, supervision review. The density of an ABA workflow only resolves when you see the whole flow at once, and getting hierarchy wrong in colour is much more expensive than getting it wrong in grey.

Wireframe mosaic — greyscale screens covering scheduling, employee management, session notes, billing, BIP authoring, supervision review, and document handling across the One Access platform
Wireframes Twenty-plus wireframes mapped end-to-end — every role, every state. Decisions about density, navigation depth, and table behaviour got settled here, before colour had a chance to disguise a weak hierarchy.
One Access design system — buttons, badges, form inputs, navigation, calendar, status pills, avatars, modals, and typography across light and dark surfaces
Design system A component library covering buttons, badges, status pills, form controls, navigation, calendar, modals, and typography — built across light and dark surfaces so the platform reads the same whether it's used at a clinic desk or a home visit.

Five roles. One platform. Every screen earns its place.

The shipped product is a single codebase serving five distinct workspaces — each one tuned to the role it serves, none of them generic.

01 Surface

Dashboard that opens to the work

Caseload distribution, weekly volume, and the day's flagged items — the home screen reads like a clinical handoff, not a sales report.

One Access dashboard — caseload pie chart, weekly bar chart, and analytics overview on the laptop
02 Surface

Clinician management at a glance

Roles, status, certifications, and active caseload — the table the Clinical Director actually wanted, with the controls Admin needs sitting one click away.

One Access clinician management table — roles, certifications, statuses, and assigned caseload across the team
03 Surface

Client profile as the spine

Demographics, plan, sessions, documents, billing — every role sees the same client record, with the slice their role earns. No copying. No reconciliation.

One Access client profile — demographics, sessions, documents, and authorisations on one record
04 Surface

Session report as proof of work

Behavior trend over time — charted, not summarised. The BCBA reviews progress; the RBT sees their data take shape; the family sees a number that means something.

One Access session report — behavior trend line chart over a 30-day window, with sessions and inputs annotated

From four tools to one. The reconciliation tax goes to zero.

One Access shipped as the consolidated workspace for an ABA practice — replacing the stack each role had been stitching together by hand.

Signals
5

role-aware workspaces — Admin, CD, BCBA, PM, RBT — on a single codebase.

4 → 1

platforms collapsed into one. Session data, scheduling, billing, and case management on one surface.

0

manual handoffs between session note, billing event, and payroll line — the pipeline runs itself.

01

Operational consolidation

One workspace per role, one codebase across all of them. The reconciliation that lived in spreadsheets now lives in the data model.

02

Compliance by default

Role-based access, audit-ready document storage, and supervisory review baked into the workflow — not bolted on after the fact.

03

Time back to clinicians

Auto-flowing session → note → billing pipeline returns hours of weekly admin to the BCBA — and gives RBTs a session note worth writing.

Designing for many roles isn't designing five products. It's designing one system, then five lenses.

The hardest part of One Access wasn't any single screen — it was earning the right to share a single underlying record between roles whose incentives, workflows, and definitions of "done" were entirely different. The work that mattered most happened in the data model and the permissions matrix, long before the UI started to look like a product.

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