Live today
Staff active clients from one board

ABA client staffing board: a kanban view to assign RBTs, BTs, and BCBAs to enrolled clients by location — live alongside the client CRM and workforce directory.
What is an ABA staffing board?
Built for clinical operations leads
Assign therapists without leaving the platform.
Kanban by client
Columns reflect staffing status — unassigned, pending, and staffed — so gaps are obvious at a glance.
Tied to the employee directory
Pick from credentialed RBTs, BTs, and BCBAs with role and location already on file.
Location-aware
Filter the board per site for multi-location ABA providers.
Client record sync
Staffing updates write back to the client overview so intake, clinical, and ops see the same owner.
Unassigned
Client · CLI-1040
Needs BCBA review
Client · CLI-1041
Needs BCBA review
Pending
Client · CLI-1043
Needs BCBA review
Staffed
Client · CLI-1046
RBT: K. Patel
Client · CLI-1047
RBT: K. Patel
Client · CLI-1048
RBT: K. Patel
Drag cards across columns as assignments are proposed, confirmed, and staffed. Each card links to the client record and the employee directory.
Pair the board with the intake pipeline so coordinators see when a family moves from authorization to enrolled — the moment staffing work begins.
FAQ
Frequently asked questions
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.