Software para centros ABA que convierte faxes en admisión estructurada
TargetFlo es la plataforma operativa que evita que los referidos se pierdan en bandejas de fax y correos — pipeline de admisión, CRM de clientes, elegibilidad de seguro, tareas, portal para padres y herramientas de personal en una arquitectura consciente de HIPAA.
Para proveedores ABA multisede · En vivo: admisión, fax, elegibilidad, documentación clínica, portal, personal
El panel de operaciones incluye interfaz en español para equipos de front office y clínicos.
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
- Stage intake pipeline
- 0
- Fax integrations
- 0+
- Schema HIPAA-aware architecture
- 0
- Clinical forms with AI assist
- 0
Documentación clínica en vivo
Informes ADOS-2, evaluación infantil y plan de cuidado con asistencia Gemini — los clínicos revisan y firman cada informe.
ADOS-2 Report
Pipeline: Diagnostics
Structured ADOS-2 report with consensus scoring tables, algorithm domains, and client/assessment metadata. Gemini compose assistant fills empty fields, refines sections, or drafts from context. PDF generation for the payer packet.
- Consensus scoring tables by module
- Algorithm domains: Social Affect, Restricted & Repetitive Behavior, comparison score
- Client and assessment metadata carried from the client record
Child Assessment
Pipeline: Diagnostics → FBA
Fourteen-section child assessment covering identifying information, developmental, medical, and educational history, behavior, communication, adaptive skills, and family context. AI assist and PDF export.
- 14 structured sections with prefill from the client record
- Developmental, medical, educational, and behavioral history
- AI assist per section — clinician reviews every suggestion
Plan of Care / BIP
Pipeline: POC → Authorization
Treatment plan with skill-acquisition goal tables, behavior reduction and Behavior Intervention Plan sections, caregiver training goals, and a clinician-first signature chain. Structure maps to the NC Medicaid CCP 8F checklist and Medicare treatment plan expectations.
- Goal tables with baseline, mastery criteria, and target dates
- Behavior reduction / BIP tables with function and replacement behavior
- Caregiver training goals and consent capture
One ABA operations platform
Everything between the referral and the first session
Replace the fax-inbox-plus-spreadsheet stack with a single system of record for intake, documents, coverage, work, and families.
Referral intake pipeline
Nine stages from New Intake to Enrolled, with stage checklists, owners, and website lead ingest.
Learn moreNew Intake
2BCBS NC
Medicaid
Insurance
1Aetna
Pending Docs
2UHC
Cigna
Diagnostics
1BCBS NC
POC
1Medicaid
Fax inbox with AI-assisted OCR
RingCentral sync, triage, extraction, and one-click linking to a client or referral.
Learn morePediatric Partners
Carolina Dev. Clinic
Unknown · 919-555-0142
AI extraction
Gemini OCR · 98% confidence- Referral type
- ABA assessment
- Referring provider
- Dr. ██████, MD
- Client
- ██████ ██████
- DOB
- ██/██/20██
- Payer
- BCBS NC
- Diagnosis
- F84.0
Clinical Documentation & POC
ADOS-2 reports, 14-section child assessments, and Plans of Care with Gemini AI assist, PDF export, and parent e-signature.
Learn morePOC type · Initial · Auth period 6 mo
Plan of Care / Behavior Intervention Plan
Skill acquisition goals
| Goal | Baseline | Mastery | Target |
|---|---|---|---|
| Mands for 10 preferred items | 2 / day | ≥ 10 / day × 3 sessions | Sep 2026 |
| Two-step directions | 20% | 80% across 3 people | Nov 2026 |
| Peer greeting on arrival | 0 / 5 | 4 / 5 opportunities | Oct 2026 |
Behavior reduction / BIP
Target
Elopement from table tasks
Function
Escape from demand
Replacement
Request a break (card / vocal)
Insurance eligibility
Real-time 270/271 checks during the Insurance stage — with payer ID mapping and a searchable payer network directory.
Learn moreCoverage active
- Payer
- Blue Cross NC
- Plan
- PPO — Employer
- Effective
- 01/01/2026
- Copay
- $30 / visit
- Deductible met
- $1,120 / $2,000
- ABA benefit
- Covered · prior auth
Authorization path
- Physician verified
- Auth submitted
- Pending
- Authorized
Client staffing board
Assign RBTs and BCBAs to enrolled clients from a location-aware kanban — tied to the client record.
Learn moreScheduling & authorizations
A team and client calendar whose sessions draw on authorized units per CPT code, with reauthorizations 60 days ahead.
Learn moreOperations & tasks
Kanban tasks with checklists, priorities, due dates, and assignments across locations.
Learn moreParent portal
Guardians see documents, sign the Plan of Care, and complete consents from any device.
Learn moreData collection & session notes
Trials, prompts, timers, and ABC on any tablet or phone; target graphs; signed notes that make sessions billable.
Learn moreBilling & claims
Charges from signed notes, claim checks, 837P through Stedi, 277CA acknowledgments, 835 ERA posting, denials, and revenue.
Learn morePipeline de admisión en 9 etapas
Desde referido nuevo hasta inscrito o cerrado.
- 1New IntakeReferral received; client record created.
- 2InsuranceEligibility verification and coverage context.
- 3Pending DocumentsGuardian contacted, waitlist, hold, or cold lead.
- 4DiagnosticsADOS-2 scheduling, intake packets, full evaluation path.
- 5FBAFunctional Behavior Assessment scheduled and completed.
- 6POCPlan of Care drafted, clinician signed, parent signed.
- 7Pending AuthorizationPhysician verification, auth submitted, pending → authorized.
- 8EnrolledActive therapy case; staff assignment.
- 9ClosedNot accepted, DNC, discharged, or closed.
Integrations
Bring your fax provider. Keep your workspace.
TargetFlo normalizes inbound documents into your intake workflow and ties employee accounts to onboarding — without asking you to switch vendors.
Live or flexible Roadmap · See all 9 integrations
FAQ
Preguntas frecuentes
See TargetFlo on your own referral flow
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.