Every inquiry, all the way to first session.
Every inquiry is a child waiting for care. StreamABA captures leads from anywhere, runs intake and insurance verification in one place, and converts to a full client record without retyping a thing.
Most practices lose clients before therapy ever starts.
The clinical work is world-class. The intake process is held together by spreadsheets, sticky notes, and inboxes, and that's where families slip away.
Leads buried in spreadsheets
Inquiries scattered across forms, email, and voicemail. No one is sure who followed up, or whether anyone did.
Intake paperwork stalls
PDFs printed, scanned, and chased for weeks. Half come back incomplete or unsigned.
Insurance surprises
Coverage isn't checked until it's too late, and a family starts services that were never eligible.
Endless double entry
The same name, DOB, and diagnosis typed into four places, each one a chance to introduce an error.
Siblings break the system
A family with two kids needing services becomes two tangled records and one confused parent.
No idea what's working
You can't see which referral sources convert, where leads drop off, or how long intake really takes.
Every inquiry lands in one place.
Whether a parent fills out a form at 11 p.m., a pediatrician refers a patient, or a campaign sends a lead, it lands in StreamABA, attributed and ready to work.
- A hosted, no-login lead capture form for your website, with child info, insurance, and SMS consent
- A capture API to plug landing pages and marketing tools into your pipeline
- Two-way GoHighLevel sync for contacts, conversations, and pipeline stages
- Log phone, walk-in, and referral leads by hand in seconds
Know exactly where every family stands.
A Lead pipeline for outreach and qualification, and a per-child Intake pipeline for onboarding. Drag a card and the whole team sees it move.
- Drag-and-drop boards, or a quick Move to on any card
- Stages are yours to configure: rename, recolor, and reorder
- Unread family messages float to the top of each column
- Filter by owner, source, and activity; assign leads to staff
- Full status and assignment history on every lead
Retire the printed packet.
Build the exact form your practice needs, send a secure link, and let guardians complete and sign it from their phone while it's still top of mind.
- Drag-and-drop builder: sections, conditional fields, validation, signatures, and initials
- A ready-made ABA intake template ships with every practice
- Secure link, no login: identity gate, prefill, and a step-by-step wizard
- E-signatures, initials, and attestations, with a signed PDF generated automatically
- Staff review and approve each submission before it writes back to the record
Know coverage before day one.
No more eligibility surprises after services begin. Run a real-time benefits check in seconds and know where a family stands before you commit to a start date.
- Real-time electronic eligibility (270/271) through a clearinghouse
- Coverage status, effective and termination dates, and ABA benefit details
- Insurance discovery to find and attach the right payer
- Per-child coverage, so siblings can carry different plans
- Request insurance cards from families by secure link, and re-verify any time
Requested in a click. Tracked to done.
Consents, releases, and insurance cards, requested in a click and tracked to completion. No printer, no scanner, no wondering whether it ever came back.
- Request ROIs, consents, insurance cards, and records
- Multi-signer e-signatures with ordering, for example guardian then BCBA
- Send secure request links by email or SMS, and request records by fax
- Open and link tracking shows exactly what a family has seen
- Merge tags personalize every document per family and child
Lead to client in one step.
When a family is ready, turn the lead into a full client record. Everything you collected during intake comes with it, so your team never retypes a name, a payer, or a diagnosis.
- Insurance payers and verification history carry over
- Guardians, consent preferences, diagnoses, and external providers move too
- Documents, signatures, notes, and source attribution are preserved
- A readiness checklist confirms insurance and required documents before you convert
- Each child becomes their own client; the family keeps one shared thread
Everything intake needs, on one record.
The pieces that usually live in five disconnected tools, under one roof and sharing one record.
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One inbox for every family Two-way SMS, email, and fax in one timeline per family, with consent tracked on every channel.
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Family-first, sibling-ready One lead holds many children, each with its own status, assignment, insurance, and documents.
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Automations for your team Auto-create follow-up tasks, route leads round-robin, and flag missing insurance or stale leads.
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Referral source ROI Cost per lead, cost per conversion, and ROI by referral partner, so you spend where it pays off.
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Full activity timeline Every change, note, task, document, and signature logged on each lead.
Safe with the data families trust you to hold.
Intake is the first protected health information a family ever hands you. StreamABA guards it from the very first form.
HIPAA compliant
Protected health information is safeguarded across every workflow, from the first inquiry to the signed intake packet.
StreamABA was founded by a BCBA and an ABA family who lived the intake chaos firsthand.
Read our storyEncrypted at rest and in transit
Records, files, and backups are encrypted with managed keys. Every connection runs over TLS.
The right people see the right records
Granular permissions for every role on your team.
Every change, on the record
A full history of who did what, and when.
A second step at every sign-in
Verify with an authenticator app, a text message, or email.
A signed BAA, every practice
Review our business associate agreement before you sign.
Intake & lead management questions.
ABA intake software manages the journey from a family's first inquiry to their first therapy session. StreamABA captures leads from every source, runs configurable digital intake forms with e-signatures, verifies insurance eligibility in real time, and converts a qualified lead into a complete client record without re-entering any data.
Yes. StreamABA sends families a secure link, no login required. Guardians verify their identity, complete a guided multi-step form, sign and initial electronically, and submit. A signed PDF is generated automatically, and your team reviews and approves each submission before it writes back to the client record.
Yes. StreamABA runs real-time electronic eligibility checks (270/271) through a clearinghouse and returns coverage status, effective and termination dates, and ABA benefit details. You can attach a payer, request insurance cards from the family, and re-verify coverage at any time.
Yes. StreamABA includes a drag-and-drop intake form builder. Add sections and fields, set conditional visibility and validation, capture signatures and initials, and map each field directly to the client record. Every practice ships with a ready-made ABA intake template you can edit or replace.
One action converts a qualified lead into a full client. Insurance payers and verification history, guardians and their consent preferences, diagnoses, external providers, documents, signatures, and source attribution all carry over automatically. A readiness checklist confirms insurance and required documents before conversion.
Yes. StreamABA is family-first. One lead can hold multiple children, each with its own intake status, assignment, insurance, and documents, while the whole family shares a single communication thread. Siblings with different coverage are handled cleanly.
Yes. StreamABA is HIPAA compliant with a signed BAA, encrypted data storage, role-based access controls, and full audit logging across the lead and intake workflow.
Stop losing families between the cracks.
Move intake out of spreadsheets and into one connected system. Leave your work email for instant access to the live demo. No sales call.
HIPAA compliant · Signed BAA · Built for ABA