9-Stage ABA Intake Pipeline: Best Practices for Therapy Centers
A practical guide to running a 9-stage ABA intake pipeline, from New Intake to Enrolled, with stage checklists, owners, and eligibility checks that cut leakage.
TargetFlo Blog
Intake pipelines, fax-to-intake automation, insurance eligibility, authorization tracking, CPT codes, parent portals, and HIPAA-aware software — written for intake directors, operations managers, and clinical leaders.
27 articles
A practical guide to running a 9-stage ABA intake pipeline, from New Intake to Enrolled, with stage checklists, owners, and eligibility checks that cut leakage.
Referral leakage in ABA starts in the fax inbox. See how ABA centers triage inbound faxes, create referral cards on day one, and stop losing referrals.
A complete guide to fax-to-intake automation for ABA centers: inbound fax capture, OCR and AI extraction, client linking, and referral card creation in one flow.
Compare RingCentral, eFax, SRFax, Concord, OpenText RightFax, and Documo/iFax for ABA therapy centers. What to evaluate in a HIPAA-ready cloud fax provider.
How a RingCentral fax becomes a referral card: inbound webhooks, sync, OCR extraction, client linking, and SMS follow-up inside TargetFlo ABA intake workflow.
How real-time 270/271 insurance eligibility checks work for ABA intake: what a 271 returns, when to run it, and how Stedi-compatible checks fit the pipeline.
Late insurance verification is the hidden cause of ABA enrollment delays. See where weeks are lost and how verifying at the Insurance stage speeds enrollment.
A guide to ABA authorization tracking: physician verification, submission, pending, authorized units per CPT, and how the Pending Authorization stage tracks it.
A plain-English guide to ABA CPT codes 97151, 97152, 97153, 97155, 97156, 97158, and H0032 — what each covers, who renders it, and how 15-minute units work.
Book a 30-minute demo. We map your current intake process to the 9-stage pipeline and show how fax, eligibility, tasks, and the parent portal fit together.