ABA Intake & Lead Management Software \| StreamABA [ ![StreamABA](https://streamaba.com/build/assets/logo-dark-Bta4omRy.svg) ](/) [Home](https://streamaba.com) [Blog](https://streamaba.com/blog) [ Log in ](https://streamaba.com/login) [ Goto the Live Demo ](#get-started) [Home](https://streamaba.com) [Blog](https://streamaba.com/blog) [Log in](https://streamaba.com/login) [ Goto the Live Demo ](#get-started) Intake · Lead management for ABA practices 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. Website Work email Goto the Live Demo WEB **New lead · website form**Assigned to intake team 270 **Eligibility: active**ABA benefits found streamaba.com / leads Lead Website form 2 children New Contacted Intake sent Verified Ready ##### Children Intake form Signed Eligibility Active Documents 2 of 3 Intake form In progress Eligibility Not checked Documents 0 of 3 ##### Family thread Just finished the forms for both kids! Thank you! Checking coverage for your second child now. ##### Ready to convert Intake packet signed Insurance verified Documents received Convert to client The intake leak 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. Followed up? Unknown ### Leads buried in spreadsheets Inquiries scattered across forms, email, and voicemail. No one is sure who followed up, or whether anyone did. Page 3 unsigned ### Intake paperwork stalls PDFs printed, scanned, and chased for weeks. Half come back incomplete or unsigned. CoverageNot checked First sessionMonday ### Insurance surprises Coverage isn't checked until it's too late, and a family starts services that were never eligible. CRM EHR Billing Sheet ### Endless double entry The same name, DOB, and diagnosis typed into four places, each one a chance to introduce an error. Same guardian? Same guardian? ### Siblings break the system A family with two kids needing services becomes two tangled records and one confused parent. Source: unknown ### No idea what's working You can't see which referral sources convert, where leads drop off, or how long intake really takes. Capture 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 WEB Website form API Landing page GHL GoHighLevel REF Referral New lead Website form Guardian Phone Children 2 Insurance Provided SMS consent Yes Pipelines 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 Lead pipeline Intake pipeline Owner: Me Source: All Last 30 days New lead 2 new Website Referral Text message Contacted Call logged Left voicemail Consult booked Tue 10:00 Intake sent Form 2 of 4 Awaiting signature Edit stage Consult booked RenameReorder Online intake 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 ABA intake form Published ⋮⋮ **Guardian information** 6 fields ⋮⋮ **Child & diagnosis** 8 fields ⋮⋮ **Insurance** 5 fields Has secondary insurance?Yes / No Secondary member IDshow if = Yes ⋮⋮ **Consents & signatures** 4 fields Step 4 of 4Consents Consent for treatment Signature Jordan Rivera I agree to the terms above Submit Insurance 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 Eligibility check 270 → 271 · 2.4s **Child 1** Active Payer Effective 01/01/2026 Terminates 12/31/2026 ABA benefits Covered **Child 2** Card needed Payer Different plan Effective — Terminates — ABA benefits Pending SMS **Insurance card requested**Secure link sent to guardian Documents 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 Document requests3 open Release of information Email Signed Consent for treatment SMS Opened twice Insurance card SMS Sent Records from pediatrician Fax Waiting Signing order · Treatment consent 1. Guardian 2. BCBA Convert 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 **Lead**Ready Intake packet signed Insurance verified Required documents received Diagnosis on file Convert to client → Client Payers1 · verified Guardians2 Diagnoses1 Documents6 signed SourceWebsite form Also included Everything intake needs, on one *record.* ----------------------------------------- The pieces that usually live in five disconnected tools, under one roof and sharing one record. Intake funnel All sources This quarter New lead Contacted Intake sent Insurance verified Converted Top drop-off Avg. days in stage Best source - IN **One inbox for every family** Two-way SMS, email, and fax in one timeline per family, with consent tracked on every channel. - FAM **Family-first, sibling-ready** One lead holds many children, each with its own status, assignment, insurance, and documents. - RR **Automations for your team** Auto-create follow-up tasks, route leads round-robin, and flag missing insurance or stale leads. - ROI **Referral source ROI** Cost per lead, cost per conversion, and ROI by referral partner, so you spend where it pays off. - LOG **Full activity timeline** Every change, note, task, document, and signature logged on each lead. Security 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. Compliance ### HIPAA compliant Protected health information is safeguarded across every workflow, from the first inquiry to the signed intake packet. Intake packet Protected Visible to the care team only ![](https://streamaba.com/build/assets/icon-BglRoXWC.svg) Built for ABA StreamABA was founded by a BCBA and an ABA family who lived the intake chaos firsthand. Encryption ### Encrypted at rest and in transit Records, files, and backups are encrypted with managed keys. Every connection runs over TLS. Role-based access BCBA RBT Intake Billing Admin ### The right people see the right records Granular permissions for every role on your team. Audit logging09:42 Intake packet viewed 09:47 Insurance card updated 10:03 Consent form signed ### Every change, on the record A full history of who did what, and when. Two-factor sign-in 4 8 1 ### A second step at every sign-in Verify with an authenticator app, a text message, or email. Business associate agreement Signed ### A signed BAA, every practice Signed with your contract, before your team logs in. Questions Intake & lead management *questions.* ----------------------------------------- What is ABA intake software? 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. Can families complete intake forms online? 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. Does StreamABA verify insurance eligibility? 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. Can I customize my intake forms? 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. How does a lead become a client? 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. Does it handle families with multiple children? 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. Is StreamABA HIPAA compliant? 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. Live demo · No sales call 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 Website Work email Goto the Live Demo ![](https://streamaba.com/build/assets/icon-BglRoXWC.svg) [ ![StreamABA](https://streamaba.com/build/assets/logo-dark-Bta4omRy.svg) ](/) The all-in-one practice management platform built specifically for ABA therapy providers. 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