Client Intake
Client Intake for ABA Agencies
The client experience
First impressions matter. From the moment you pick up the phone with a potential new client family, you are setting the stage for what they can expect from your organization. Yet many ABA agencies overlook this crucial opportunity by rushing intake calls, inadequately discussing insurance information, failing to listen to parental concerns, and not thoroughly vetting appropriate fit for your services.
Skillfully navigating families from first call to first day will differentiate your ABA organization from the vast sea of competition and get clients through your door quicker. Let our 11 years of intake and authorization experience show you the way.
Intake Process Development
If you’re just starting your ABA agency, the intake process for new clients may seem overwhelming. We will train you on best practices for client onboarding and set your new agency up for success.
Existing Process Review
For existing ABA practices who are looking to improve their client onboarding process, we are here to help. We will review your pain points and discuss ways to improve your clients’ onboarding experience.
Insurance & Authorization Training
Insurance requirements and navigating insurance authorizations can be a nightmare. We can provide carrier-specific trainings to you and your team on a variety of ABA insurance based topics:
- ABA insurance 101
- Verification of Benefits
- ABA Eligibility and Diagnostic Requirements
- ABA Insurance Authorizations
Intake Department Development
If you’re tired of managing client intakes yourself, we can help you hire the right team for the job. From job description development to hiring advice to training your new team member, we are there every step of the way.
CRM Systems
Take your client management to the next level by implementing a CRM to manage your intake process. We will advise on the best system to meet your agency’s needs and guide the implementation process.