Integrations
TargetFlo integrates with the tools your ABA therapy center already runs on — fax, Google Workspace, eligibility clearinghouses, AI, and email — and normalizes inbound documents into one intake workflow.
TargetFlo integrations are the connections between ABA therapy center software and the systems around it: cloud fax providers such as RingCentral, Google Workspace for employee accounts, a Stedi-compatible clearinghouse for 270/271 eligibility, Google Gemini for OCR and compose assist, Google Cloud Storage for documents, and Resend for email. Each one feeds the 9-stage intake pipeline or the Workforce module rather than creating another inbox to check.
All integrations
Live integrations are in production today. Roadmap items are labeled so you can plan around them.
Fax & SMS
Inbound fax webhooks, sync, and SMS broadcast.
Learn moreWorkspace
Provision, suspend, and offboard employee accounts.
Learn moreAI
OCR, compose assist, and MCQ generation.
Learn moreDocuments
Encrypted document storage.
Learn moreInsurance
270/271 eligibility checks at intake.
Learn moreTransactional and broadcast email.
Learn moreWorkspace
Employee lifecycle for Microsoft-first orgs.
Learn moreAI
Non-PHI operational queries via Claude.
Learn moreLive or flexible Roadmap · See all 8 integrations
Bring your fax provider
Switching fax vendors is a project nobody wants. You keep the number, the contract, and the provider; TargetFlo takes the documents.
Fax providers
Live todayInbound faxes arrive by webhook, are OCR'd and AI-extracted, and land in a triage queue where a coordinator links them to a client or creates a referral card. No downloading PDFs from a portal.
RingCentral is live with inbound webhooks, sync, and SMS. eFax, SRFax, Concord Fax, OpenText RightFax, and Documo/iFax connect through flexible connectivity.
Real-time 270/271 eligibility checks through a Stedi-compatible clearinghouse connection, run inside the Insurance stage of intake.
Integration guides
RingCentral is live with inbound webhooks, sync, and SMS. eFax, SRFax, Concord Fax, OpenText RightFax, and Documo/iFax connect through flexible connectivity.
Provision, suspend, reactivate, and offboard employee accounts from the employee record. Google Workspace is live; Microsoft 365 / Entra ID is on the roadmap.
Real-time 270/271 eligibility checks through a Stedi-compatible clearinghouse connection, run inside the Insurance stage of intake.
Google Gemini powers OCR on faxes, compose assist for messages, and MCQ generation for courses. An MCP server for Claude is on the roadmap for non-PHI operational questions.
How connections work
Authorize your fax provider, Google Workspace, and eligibility connection during onboarding. Most centers finish in the first two sessions.
Assign fax numbers to locations, org units to roles, and payer identifiers to your plan list. Mapping lives in organization admin.
Inbound faxes become referral cards. New hires become Workspace accounts. Eligibility runs in the Insurance stage without leaving the pipeline.
Every integration action — a sync, a provision, an eligibility request — is logged with actor, timestamp, and outcome.
Design principles
Connecting a system is easy. Connecting it without leaking PHI into an operational tool is the part TargetFlo designs for.
Where a provider offers webhooks — RingCentral today — TargetFlo receives documents the moment they arrive, then reconciles with a scheduled sync.
A fax, a web form, and a provider-portal submission all become the same thing: a referral card with an owner, a stage, and a linked client record.
Each connection uses least-privilege credentials stored per organization. Workspace admin scopes cover account lifecycle, not mailbox contents.
Fax numbers, org units, and payer maps are configured per location, so a six-site provider does not share one inbox or one directory tree.
Integration payloads that carry client data are written to the isolated PHI schema; operational integrations never read from it.
Fax pages, signed consents, and uploaded records are stored encrypted in Google Cloud Storage and referenced — never duplicated — across modules.
FAQ
Book a demo and bring the name of your fax vendor, your identity platform, and your top payers. We show the integrations running on your setup.