Book a Demo
See your referral flow on the 9-stage ABA intake pipeline
Thirty minutes. Live product, not slides. We take a referral from fax to enrolled — eligibility, documents, parent signatures, staff provisioning — and tell you exactly what is live and what is on the roadmap.
What you will see in 30 minutes
- The 9-stage intake pipeline mapped to your current referral flow
- A fax arriving in the inbox, OCR and AI extraction, and linking to a referral
- A real-time 270/271 eligibility check run inside the Insurance stage
- A parent signing a Plan of Care and consents from the portal on a phone
- Provisioning an RBT's Google Workspace account from the employee record
- Tasks, checklists, and the dashboard KPIs leadership sees across locations
- A straight answer on the roadmap: scheduling, session notes, claims, MCP assistant
- Security walkthrough: role-based access, audit trails, PHI isolation
- Your questions on pricing, implementation timeline, and the BAA
Request a demo
We reply within one business day and usually schedule the same week.
What you get
One place leadership can see every location
This is the dashboard we open first: referrals by stage, eligibility verified, faxes waiting for triage, and tasks due — across all locations.
Open referrals
128
+12 this week
Eligibility verified
94%
at Insurance stage
Faxes to triage
7
avg 1.8h to link
Tasks due today
23
4 overdue
Pipeline by stage
All locations · 30 days
Recent activity
- Fax linked to referral #2481
- POC signed by guardian
- Eligibility: active — BCBS
- Task completed: ADOS-2 scheduled
Locations
How it works
From request to a quote in one week
- 01
Request
Fill in the form. Tell us your fax provider, referral volume, and current tools so we can prepare.
- 02
Prep call (optional)
For multi-location groups we take 10 minutes to understand your stages and payers first.
- 03
30-minute demo
Live product, your scenario, no slides. Bring the people who will use it.
- 04
Plan and pricing
You leave with a plan recommendation, a quote per location, and an implementation outline.
Who should join
Bring the people who touch a referral
The best demos have the intake lead, an operations manager, and a clinician in the room. Each sees a different part of the same pipeline.
Intake directors and coordinators
You own the referral queue. See how stage checklists, owners, and follow-up dates replace the spreadsheet.
Operations and practice leaders
Multi-location visibility, task accountability, and KPIs that do not require a Friday export.
Clinical directors and BCBAs
Diagnostics, FBA, and POC as stages; parent signatures captured the same day; authorization status visible.
Front office and HR
Fax triage in minutes, website leads captured automatically, and staff accounts provisioned from one record.
IT and compliance
Four-schema architecture, PHI guard on SMS, Google Workspace lifecycle, and the shared responsibility model.
Owners evaluating a switch
An honest look at what is live today versus what is on the roadmap before you commit.
From ABA operations teams
What ABA teams said after switching
Intake directors, operations managers, and clinical leaders on what changed when referrals moved into one pipeline.
“Referrals used to live in three inboxes and a spreadsheet. Now every fax lands in a pipeline stage with an owner and a checklist. We know exactly where each family is.”
S.M., Intake Director
Southeast ABA Center
“Running eligibility at the first touch changed our enrollment timeline. We stopped discovering coverage problems three weeks in.”
J.R., Operations Manager
Bright Path Behavioral
“Onboarding an RBT used to take a day of clicking through Google Admin. TargetFlo provisions the account from the employee record.”
A.K., HR & Compliance Lead
Northstar Autism Services
“Parents sign the Plan of Care from their phone. Our clinical team sees it the same day. That alone shortened our authorization queue.”
D.L., Clinical Director, BCBA-D
Cedar Grove Therapy
FAQ
Demo FAQs
Prefer to read first?
Explore the platform, compare plans, or review the security model before you book.