In ABA clinics, the intake process often involves several handoffs between team members — from the first call to insurance verification, paperwork collection, scheduling assessments, and finally starting services. Without accountability, tasks can stall, and families may face delays. A clear system helps ensure every step is completed on time and nothing gets overlooked.
1. Define responsibilities clearly
Start by mapping out your intake workflow and assigning each step to a role or team, not just “anyone available.” For example:
Intake coordinator: responds to new inquiries and logs patient details.
Insurance specialist: verifies coverage and collects authorizations.
Clinical staff: completes assessments and reports.
When everyone knows exactly what they’re responsible for, it’s easier to track accountability.
2. Use task assignments and deadlines
In your ABA CRM or practice management system, create tasks tied to each workflow step. Assign them to specific staff members with due dates, and make them visible on dashboards. Automated reminders can notify staff when deadlines are approaching or when a task is overdue.
3. Track progress with dashboards
Dashboards give managers a quick view of where patients are in the intake funnel and which staff are moving tasks forward. You can track:
How long each stage is taking.
Which tasks are overdue.
Average time from referral to service start.
Adding filters for location, payer, or staff member helps spot bottlenecks or training needs.
4. Create escalation paths
If a task stalls, it should not sit unnoticed. Set rules so overdue tasks escalate — for example, notify a supervisor after 24 hours or reassign the task to another staff member if it remains incomplete.
5. Review performance regularly
Hold weekly or monthly reviews where intake metrics are discussed. Highlight successes, address delays, and look for patterns. This keeps staff aware that progress is measured and creates opportunities for coaching.
6. Automate accountability where possible
Automation reduces reliance on memory or manual tracking. For instance, when insurance is verified, the system can automatically create the next task (such as scheduling an assessment) and assign it to the right staff member. Each handoff is logged, so managers can see exactly where a patient’s intake is waiting.
Where LeadSquared can help
LeadSquared supports intake accountability by centralizing tasks, tracking due dates, and giving managers real-time dashboards. Automations ensure the next step is always triggered, and overdue alerts prevent bottlenecks from going unnoticed. With all communication and actions logged in one place, it’s clear who is responsible for each step and whether progress is on track.