12 Things TargetFlo Does for an ABA Center — From Referral to Paid Claim

Most ABA centers run on a stack of disconnected tools: a fax inbox, a spreadsheet for referrals, a scheduler, a data collection app, and a biller working from exports. Every hand-off between them is a place where a referral stalls or a claim gets denied.

TargetFlo puts the whole path — referral to paid claim — on one record. Here are the twelve things it does.

1. Turns faxes into referrals

Faxes from RingCentral (and eFax, SRFax, Concord, RightFax, or Documo) land in one inbox. Gemini OCR suggests the fields, and a coordinator confirms and links the document to a client or referral. See Fax Inbox.

2. Runs a 9-stage intake pipeline

From New Intake to Enrolled, with stage checklists, owners, and website lead ingest, so nobody wonders where a family is. See Intake.

3. Checks eligibility in seconds

Real-time 270/271 checks through Stedi, with payer mapping and every response kept on the client. See Insurance & Eligibility.

4. Builds the Plan of Care

BCBAs build programming from your goal library, and the AI Plan of Care builder drafts sections and cross-checks them against your payer checklist. A rules engine does all unit and date math, and the BCBA signs. See Plan of Care.

5. Gets parents to sign

Guardians review and e-sign the Plan of Care and consents in the parent portal, from any device. See Parent Signatures.

6. Tracks authorizations by CPT line

Units per code, weekly caps, utilization computed from the calendar, and a reauthorization board that starts 60 days before the end date. See Scheduling & Authorizations.

7. Schedules against those units

A team and client calendar with recurring sessions, availability, leave impact, and suggested cover — and it knows how many units are left. See Scheduling.

8. Collects session data on any tablet or phone

Discrete trials with prompt levels, frequency, duration, latency, intervals, task analysis, and ABC — started from the scheduled session. See Data Collection.

9. Makes the signed note the billing gate

A session is billable only when its data is submitted and its note is signed with an attestation. Signed notes never change; corrections are signed addenda.

10. Sends and posts claims

Charges are captured from signed notes, checked before they go out, sent as 837P claims through Stedi, acknowledged with 277CA, and paid with 835 ERA posting. See Billing & Claims.

11. Works the denials

Every denial becomes a work item with a category, owner, and due date. Correct, void, resubmit, appeal, or write off — the chain stays linked.

12. Answers questions in Claude and ChatGPT

Read-only, role-scoped connectors let your team ask Claude or ChatGPT about staff, scheduling, authorizations, sessions, and tasks — from aggregates, never client records. See AI Connectors.

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