Plataforma TargetFlo
Un hub operativo multisede para centros ABA: admisión, CRM, fax, elegibilidad, documentación clínica, tareas, portal, personal y capacitación — en vivo hoy, con agenda y facturación en la hoja de ruta.
En vivo hoy
- 9-stage referral intake pipeline (kanban board)
- Client CRM with overview, documents, guardians, insurance, activity timeline
- Fax inbox: RingCentral sync, triage, OCR, AI extraction, link to client/referral
- Real-time insurance eligibility checks (270/271) with payer network directory and Stedi-compatible payer ID mapping
- Operational tasks with checklists, priorities, due dates, assignments
- Parent portal: documents, POC signing, consents, staff visibility
- Parent & guardian directory: org-wide search, portal sign-in status, linked clients, SMS, and consents
- ADOS-2 structured reports with Gemini compose assist and PDF export
- 14-section child assessment with AI assist and PDF export
- Plan of Care / BIP with NC Medicaid CCP 8F checklist alignment and parent e-signature
- Employee directory with Google Workspace provision/suspend/offboard
- Consent/SOP templates with e-signatures and versioning
- Course builder: video/PDF chapters, MCQ tests, certificates
- SMS and email broadcast with PHI guard on SMS
- Multi-location organization admin
- Dashboard KPIs
- Website lead and job application ingest
- External provider portal (volunteers, external doctors)
- Client staffing board: assign therapists to enrolled clients by location
- YouTube or uploaded video chapters with completion certificates (PDF and email)
- Spanish dashboard UI for front-office and clinical teams
- In-app notification inbox with read, bookmark, and mark-all-read controls
- Website job application pipeline with hire workflow into employee records
- Client authorizations: one line per CPT code, units as the source of truth, utilization from the calendar
- Team and client calendar: recurring sessions against authorizations, availability, leave impact, and suggested team members
- Session data collection on a tablet or phone: trials, prompts, frequency, duration, latency, intervals, task analysis, and ABC
- Target graphs with phase lines and mastery criteria for BCBA review
- Session notes with e-signature, 48-hour due time, and signed addenda — signing makes the session billable
- Claims: charge capture, scrubber, review queue, 837P submission through Stedi, 277CA acknowledgments
- ERA (835) payment posting, unmatched and manual payments, and a denials work queue
- Revenue view: billed vs collected, AR aging, held charges, and monthly collections
- Clinical programming library and AI-assisted Plan of Care builder with policy-as-data checklists
- Claude and ChatGPT connectors (MCP): staff ask operational questions, scoped by role, never PHI
- Operations report: work queues with aging, staff report cards, sign-in and compliance health
- In-app help on every screen and a role-based what's-new feed
Hoja de ruta
- Microsoft 365 / Entra ID workspace integration
- Offline data collection (sessions are online-only today)
- Supervisor co-signature and caregiver signature on session notes
- Secondary-payer (COB) claims
Páginas detalladas en inglés: Platform (EN)
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.