Every family and every authorization, at a glance.
Boards for leads, intake, clients, authorizations, operations, and tasks. Drag a card and the whole team sees it move, with the details a move needs asked for right then.
A pipeline that works the way your front office does.
Set up your own stages once and every coordinator works the same board. Moves that need a reason ask for it, so the history always makes sense.
- Lead, intake, and client boards with statuses you rename, recolor, give an icon, and reorder
- Cards with unread family messages rise to the top of their column
- Days-in-status on every card, with a full time-in-status history
- Dropping a lead on Won, Lost, or Waitlist asks for the details first
- A Move to menu when dragging isn't handy
Know which authorizations need you today.
Every authorization sits in the lane that matches its payer round trip. Open a card and the units, dates, and next action are all there.
- Six lanes from To request through Awaiting payer, Info needed, Appealing, Approved, and Denied
- Dragging a card opens the matching step: submit, record the payer response, or appeal
- Authorizations flagged 14 days before they expire
- Partial approvals flagged, with an appeal-window countdown on denials
- Renew, amend, appeal, accept a denial, or withdraw from the card
- Add authorization deadlines to your calendar
Every cycle, from assessment to re-auth.
The operations board follows each client through assessment, treatment plan, service authorization, progress report, and re-authorization. Cards move on their own when the work is done.
- One card per authorization cycle, from assessment auth to concurrent re-authorization
- Stages worked out from the cycle's authorizations and documents, so there's nothing to drag
- Numbered renewal cycles, with concurrent auths in their own column
- Payer on every card, with a warning when a client has no active coverage
- Overdue markers and a time-in-stage history
Learn one board, know them all.
Leads, intake, clients, authorizations, operations, and tasks share one toolbar. Your team learns it once and uses it everywhere.
- Search, sort, and filters in the same place on every board
- Filters stay put when you come back
- Hide the columns you don't need
- Switch any board between board and list view
- Open a card to see its details without losing your place
Pipeline board questions.
Boards for leads, intake, clients, authorizations, operations, and tasks. Each card is one record, and every board can switch between a board and a list view.
Yes. Lead, intake, and client statuses are yours to rename, recolor, give an icon, and reorder. Authorization lanes and operations stages follow a fixed, payer-ready workflow.
The move is saved and everyone sees it. Where a move needs details, such as recording a payer response or marking a lead won or lost, StreamABA asks for them before the card moves.
Its stages come from each authorization cycle's authorizations and documents, so a card moves on its own when the work is done. There's nothing to drag.
See the whole practice at a glance.
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