# 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