Welcome back, Toby.
07/02/2026
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How the lead came in
AI Intake Summary
- Urgency assessed: low.
- Carrier Cigna — run VOB.
- Referred via Pediatrician.
VOB: carrier=Cigna
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What's in so far
Client progress
- Intake form
- Insurance card
- Diagnosis report
- IEP
- Policies & procedures
- Physician referral (optional)
Intake components
StaffingWaiting on BCBA + RBT
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Client application
Client Application
Not yet submittedDocuments4/4
Consents signed0/9
Consent forms
- Informed Consent for ABA Services
- Patient Rights and Responsibilities
- Notice of Privacy Practices
- Consent to Release Information
- Release of Client Records
- Waiver of Liability
- Telehealth Consent
- Financial Notice
- Signed Affirmation of Company Policies & Procedures
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Documents
Documents
0No documents uploaded yet.
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Authorizations & tasks
Authorizations
No authorizations tracked yet. Add one to watch units and expiry.
Action items
No action items. Use “New task” up top, or turn a comment into one.
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Proposed care team
Proposed Care Team
BCBAUnassigned
RBTUnassigned
Client CoordinatorUnassigned
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Notes & activity
Comments
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Activity
- Lead created05/20/2026 8:00 AM