Clinical Tools & Documentation
Free Clinical Provider Resources:
Early Intervention, ABA & CPSE Forms
for New York Providers
Achieve Beyond provides free, downloadable clinical resources for Early Intervention (EI) and CPSE providers across New York City, Long Island, Westchester, Nassau, and Suffolk counties. These materials reflect nearly 30 years of experience supporting children with autism and developmental disabilities.
On This Page
Clinical Resources
Downloadable tools for data collection, session support, family engagement, and developmental screening. Organized by clinical function so you can find what you need fast.
A - ABA Data Collection and Measurement
7 resourcesABC Data Collection Sheet Form
Use for functional behavior assessment and antecedent-behavior-consequence tracking across settings.
Multi-program Trial by Trial Data Sheet
Supports simultaneous data collection across multiple skill programs in DTT format.
Trial by Trial Graph
Visual data display for monitoring skill acquisition progress over time.
Verbal Behavior Inventory Sheet
Tracks functional communication across Skinner's verbal operants (mand, tact, intraverbal, etc.).
Paired Preference Assessment
Identifies high-preference reinforcers using paired stimulus methodology.
Free Operant Preference Assessment
Low-structure assessment observing natural item interaction; ideal for initial intake.
Baseline, DTT, Prompts, Errorless Teaching & Error Correction Cheat Sheets
Comprehensive one-page reference covering core ABA teaching procedures. Useful for BT onboarding and session prep.
B - Clinical Reference and Cheat Sheets
3 resourcesChild Centered Tips for Session
Practical guidance for naturalistic, relationship-based session delivery.
Early Intervention Child-Parent Session Checklist
Session structure guide emphasizing caregiver coaching and joint participation.
Client Assent
Assent documentation; supports ethical, trauma-informed practice consistent with BACB Ethics Code 2.0.
C - Family-Centered Practice and Parent Engagement
3 resourcesFirst Session Parent Interview Form
Gathers family priorities, routines, and concerns at intake. Aligned with Family-Guided Routines-Based Intervention (FGRBI) framework.
EI Family Activity Sheet
Supports caregiver implementation of strategies within daily routines.
Serve and Return Guide
Harvard Center on the Developing Child resource on responsive interaction and early brain development. Excellent for parent education.
D - Developmental Screening and Milestones
4 resourcesDevelopmental Milestones Checklist (ECDC, 2012)
Age-based milestone reference aligned with Early Childhood Development Center standards.
CDC Developmental Milestones Moments Packet
CDC.gov resource; useful for family education and anticipatory guidance.
Early Childhood Development Chart
Quick-reference developmental progression chart across domains.
Early Childhood Sensory Screening Checklist
Supports identification of sensory processing concerns for OT referral or multidisciplinary awareness.
E - Goal Writing and Outcomes
1 resourceFunctional Outcomes and Objective Goals Writing Tool
Guides providers in writing SMART goals and functional outcomes aligned with IFSP and IEP requirements.
NYS Manuals and Forms
Documentation templates organized by county. The templates provided below are up to date as of 2/24/2026. If you are an Achieve Beyond employee, please request access to the clinical session note and report writing training for your location by contacting your provider relations specialist.
Policy and Compliance Documents
5 resourcesNYS Early Intervention Competency Areas
Outlines the required competency areas for NYS Early Intervention providers across all disciplines.
NYS EI Companion Document for Provider Competencies
Supplemental guidance to the NYS EI Competency Areas document. Use together for a complete picture of provider performance expectations.
NYS Telehealth Consent Form
Required consent form for EI providers delivering services via telehealth in New York State.
NYC EI Policy Manual (July 2025)
Current NYC Early Intervention program policy manual. Reference for documentation standards, service delivery requirements, and compliance. Updated July 2025.
Westchester Early Intervention Manual
Program manual for Westchester County EI providers covering service delivery policies, documentation requirements, and regional procedures.
New York City EI Forms
7 resourcesNYC Progress Report Template and Instructions
Fillable progress report template with instructions for NYC Early Intervention providers. Updated June 2025.
NYC Supplemental Evaluation Template and Instructions
Template and guidance for completing NYC EI supplemental evaluations when additional assessment data is needed.
NYC Supplemental Evaluation Question Form
Companion question form to be completed alongside the NYC supplemental evaluation. Submit to case management with your evaluation.
NYC Justification Letter Template and Instructions
Template and instructions for writing NYC EI justification letters to support service amendments or frequency changes on an IFSP.
NYC Extra Page For Progress Report Goals
Use when a child has more IFSP goals than the standard NYC progress report template can accommodate.
NYC EI Program Service Log
Required NYC EI Service Log — Fillable form to verify EI sessions with parent/caregiver signatures for compliant billing and documentation (in-person or telehealth).
NYC EI Program Session Note
Session note template for documenting NYC EI service delivery, child performance, and caregiver coaching during each visit.
Westchester EI Forms
2 resourcesWestchester Progress Report
Progress report template for Westchester County EI providers. Contact case management with region-specific documentation questions.
HV Extra Page For Progress Report Goals
Supplemental goals page for Hudson Valley EI progress reports when additional space is needed for IFSP goal documentation.
Nassau County EI Forms
3 resourcesNassau County Progress Report
Progress report template for Nassau County EI providers. Formatted to Nassau County specifications.
Nassau County Discharge Report
Discharge report for Nassau County EI providers to complete when a child transitions out of or exits Early Intervention services.
Nassau County Family Training Report
Documents family training sessions and caregiver coaching within Nassau County EI service delivery.
Suffolk County EI Forms
4 resourcesSuffolk County Progress Report
Progress report template for Suffolk County EI providers. Formatted to Suffolk County specifications.
Suffolk County Family Training and Nutrition Progress Report
Progress report for documenting family training and nutrition services within Suffolk County Early Intervention.
Suffolk County Social Work Progress Report
Progress report template for social work services delivered through Suffolk County Early Intervention.
Suffolk County OSC Progress Report
Progress report template for Other Service Coordinator (OSC) documentation in Suffolk County EI.
Evaluator Resources
Evaluation templates and guidelines for EI, CPSE, and CSE evaluators for NYC, Westchester, and Long Island.
EI Evaluation Templates (Westchester)
8 resourcesNYS EI Family Assessment
Standardized family assessment tool used during the EI evaluation process to gather information on family concerns, priorities, and resources.
Sample Developmental EI Evaluation Template Westchester
Sample template for completing a developmental evaluation within the Westchester County EI program. For reference and training purposes.
Sample Integrated Summary for Core Evaluation (EI) Westchester
Sample integrated summary combining findings across disciplines for a Westchester County EI core evaluation.
Sample Social History (EI/CPSE) Westchester
Sample social history template used during EI and CPSE evaluations in Westchester County.
Sample Educational Evaluation (CPSE) Westchester
Sample educational evaluation report for CPSE evaluators working in Westchester County.
Sample Psychological Evaluation (CPSE) Westchester
Sample psychological evaluation template for CPSE evaluations in Westchester County. For reference and training purposes only.
Sample Classroom Observation (CPSE)
Sample classroom observation form used as part of the CPSE evaluation process.
Sample IEP
Sample Individualized Education Program document for reference. Use to understand IEP structure and required components under IDEA.
EI Evaluation Templates (New York City)
1 resourceNYS EI Family Assessment
Standardized family assessment tool used during the EI evaluation process to gather information on family concerns, priorities, and resources.
EI Evaluation Templates (Long Island)
1 resourceNYS EI Family Assessment
Standardized family assessment tool used during the EI evaluation process to gather information on family concerns, priorities, and resources.
CPSE and Preschool Services
Progress reports, compliance forms, and coordination tools for special education professionals working in CPSE and preschool settings in New York State.
CPSE Documentation (Westchester)
5 resourcesWestchester CPSE Quarterly Progress Report
Quarterly progress report template for CPSE services delivered in Westchester County. Documents child progress toward IEP goals each quarter.
Westchester SEIT Annual Review Report
Annual review report for Special Education Itinerant Teacher (SEIT) services in Westchester County. Completed at the child's annual IEP review.
Westchester Regression Monitoring Form
Documents child performance during extended breaks to support regression-recoupment determinations for Westchester CPSE students.
Parental/Guardian Alternate Signature Consent Form
Use when a parent or guardian is unable to sign documents directly. Documents authorized alternate signature for consent purposes.
SEIT Coordination Log
Tracks coordination between the SEIT provider and other team members, including teachers and therapists, as required for CPSE service delivery.
CPSE Documentation (New York City)
1 resourceComing Soon
CPSE Documentation (Long Island)
1 resourceComing Soon
CPSE/School Age
1 resourceComing Soon
Service Coordination
1 resourceComing Soon
Insurance-Based ABA
1 resourceComing Soon
Evidence-Based Practice and Research Resources
Vetted external resources representing current best practice standards in early childhood intervention, applied behavior analysis, and family-centered care. For provider reference and professional development.
| Source | What It Covers |
|---|---|
| bacb.com | Ethical standards for behavior analysts including client assent, supervision requirements, and least restrictive practices. Required reading for all BCBA and RBT credential holders. |
| asha.org | Evidence-based guidance for SLPs in EI, including family coaching, AAC, naturalistic developmental behavioral intervention, and gestalt language processing. |
| dec-sped.org | Division for Early Childhood recommended practices across family, instruction, assessment, interaction, and teaming. The gold standard framework for early childhood special education. |
| harvard.edu | Research on early brain development, serve-and-return interaction, toxic stress, and the science of caregiver-child connection. Excellent source for parent education materials. |
| health.ny.gov | Current NYS EI policy guidance, service delivery standards, provider requirements, and billing compliance. Reference for regulatory questions and documentation requirements. |
| vanderbilt.edu | Free, peer-reviewed training modules on special education practices, behavior support, IEP development, and inclusion strategies. Useful for continuing education and onboarding. |
Upcoming Resources and How to Stay Informed
We are always working on new tools to support your work. Stay tuned for additional templates, guidelines, and resources as they become available. If there are specific materials you need, please don’t hesitate to reach out by emailing hr-achievebeyond@achievebeyondusa.com.