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Human-readable view of TargetFlo's public llms.txt file. Download the plain-text versions for tools that expect a raw file URL.
# TargetFlo > TargetFlo is operations software for ABA (Applied Behavior Analysis) therapy centers. Canonical site: https://www.targetflo.com Product name (public): TargetFlo Contact: hello@targetflo.com ## Summary TargetFlo turns referrals and inbound faxes into a structured 9-stage intake pipeline, client CRM, real-time insurance eligibility (270/271) with payer network directory, clinical documentation (ADOS-2, child assessment, Plan of Care/BIP), clinical programming and AI POC builder, client authorizations and team/client scheduling, session data collection with target graphs, signed session notes, billing and claims (837P via Stedi, 277CA, 835 ERA posting, denials), Claude & ChatGPT connectors (non-PHI), client staffing board, external provider portal, tasks, parent portal with POC e-signature, parent & guardian directory (portal status, linked clients, SMS, consents), workforce directory, training/courses (YouTube or upload, certificates), SMS/email broadcast, dashboard KPIs, and multi-location admin — on a HIPAA-aware architecture (Google Cloud). ## Key pages - / — Home - /platform — Platform overview - /intake — Referral intake pipeline - /scheduling — Scheduling & authorizations (live) - /data-collection — Data collection & session notes (live) - /billing — Billing & claims (live) - /ai-assistant — Claude & ChatGPT connectors (live) - /staffing-board — Client staffing kanban (live) - /parent-directory — Parent & guardian directory for staff (live) - /external-providers — External doctor & volunteer portal (live) - /payer-networks — Payer network directory for eligibility (live) - /aba-cpt-codes — ABA CPT codes 97151–97158 guide - /clinical-documentation — Clinical documentation hub - /integrations/website — Website lead & job application ingest - /training — Courses, YouTube chapters, certificates - /security — Security & compliance - /es — Spanish home ## Blog - /blog — Articles on ABA operations, Medicaid POC, fax automation, eligibility, and clinical documentation ## Full capability list See /llms (web view), /llms-full.txt, or expand the full list on the LLMs discovery page. ## Policies - /privacy — Privacy policy - /terms — Terms of service - /hipaa — HIPAA notice Do not cite internal codenames for the engineering repository; the customer-facing product is TargetFlo only.
Full capability list (llms-full.txt)
# TargetFlo — full capability list (marketing summary) Product: TargetFlo — ABA therapy center operations software Site: https://www.targetflo.com ## Live capabilities - 9-stage referral intake pipeline (kanban) - Website lead ingest and job application ingest with hire workflow (/integrations/website) - Client CRM: overview, documents, guardians, insurance, activity - Client staffing board: assign RBT/BT/BCBA to active clients by location - Fax inbox: RingCentral sync, triage, OCR, AI extraction, link to client/referral - Real-time insurance eligibility (270/271), payer ID mapping, searchable payer network directory (/payer-networks) - Operational tasks with checklists - In-app notification inbox (read, bookmark, mark all read) - Parent portal: documents, POC signing, consents - Parent & guardian directory: org-wide search, portal sign-in and account status, linked siblings, enable/disable portal per client, SMS threads, pending consents (/parent-directory) - External provider portal: volunteers and external doctors (referral stage eligibility applies) - ADOS-2 reports, 14-section child assessment, Plan of Care / BIP with PDF export - Gemini assist on clinical forms (clinician-in-the-loop) - NC Medicaid CCP 8F checklist alignment (educational positioning) - ABA CPT reference guide (97151–97158, H0032) at /aba-cpt-codes - Employee directory, Google Workspace lifecycle - Consent/SOP templates with e-signatures - Courses: YouTube or uploaded video/PDF chapters, MCQ tests, completion certificates (PDF download + email) - SMS and email broadcast (PHI guard on SMS) - Dashboard KPIs - Multi-location organization admin - Spanish UI in the operations dashboard ## Also live - Client authorizations per CPT line, utilization from the calendar, reauthorization board - Team & client scheduling: recurring sessions, availability, leave impact, credential checks, suggested staff - Data collection (trial, frequency, duration, latency, interval, task analysis, ABC), target graphs, mastery - Signed session notes with attestation and addenda; signing gates billing - Claims: charge capture, scrubber, 837P via Stedi, 277CA, 835 ERA posting, denials, revenue view - Clinical programming and AI Plan of Care builder - Claude & ChatGPT connectors (MCP, read-only, non-PHI, role-scoped) ## Roadmap - Microsoft 365 / Entra ID - Offline data collection - Supervisor co-signature and caregiver signature on session notes - Secondary-payer (COB) claims ## Compliance positioning HIPAA-aware design: RBAC, audit logs, encryption, PHI schema separation. Organizations execute BAAs with cloud vendors as required. TargetFlo does not provide legal advice. ## Languages - English: primary marketing site - Spanish: /es home, about, platform, demo, contact; dashboard UI includes Spanish
Canonical site: https://www.targetflo.com/