ABA Pipeline Boards for Leads, Intake & Authorizations \| 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) Pipeline boards · Leads, intake, authorizations, operations 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. Website Work email Goto the Live Demo → **Moved to Awaiting payer**Submission recorded 14d **Expiring soon**Renewal task created streamaba.com / authorizations Search authorizations… Sort: Due soonest Filters · 2 BoardList To request 97151 · Assessment 97153 · Treatment Awaiting payer 97153 · Treatment Submitted 3 days ago 97155 · Supervision Info needed 97151 · Assessment Payer asked for notes Appealing 97153 · Treatment Appeal sent Approved 97153 · Treatment Expires in 12 days 97155 · Supervision Partial approval Denied 97153 · Treatment Appeal window · 21 days Leads, intake & clients 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 Contacted 2 new 3d in status 6d in status Consult booked 1d in status 4d in status Won Drop to mark won Mark lead as won × Start date 10/14/2026 Note Family confirmed… Cancel Mark won Authorizations 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 Approved Expires in 12 days Payer Rank Primary Starts 04/01/2026 Ends 09/30/2026 Service lines97153 · Treatment 97155 · Supervision 97156 · Parent training Renew Amend Appeal Withdraw Operations 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 Assessment visit Cycle 1 Treatment plan Cycle 1 Overdue Cycle 2 Service auth Cycle 1 No active coverage Progress report Cycle 3 Stages update from each cycle's authorizations and documents Every board 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 Search… Sort: Due soonest Filters · 2 Columns BoardList RecordStatusDue Awaiting payer Oct 18 Info needed Oct 20 Approved Oct 24 To request Oct 29 **Filters** Assigned to Me Payer Any Due Next 30 days Apply Questions Pipeline board *questions.* --------------------------- Which pipeline boards does StreamABA include? 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. Can we change the stages? 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. What happens when I drag a card? 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. How does the operations board stay current? 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. Live demo · No sales call See the whole practice at a glance. ------------------------------------- Retire the whiteboard and the authorization spreadsheet. 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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