Your BCBA, intake coordinator, billing team, and HR staff work with different parts of the same story. Little Files connects those records—from a family’s first inquiry to the session, claim, and staff paperwork behind it.
Session details, authorizations, service codes, and payer rates support the claim and its payment history.
FROM REFERRAL TO FOLLOW-THROUGH
The session is at the center. The clinic works around it.
01
Get the family ready
Review intake, guardian information, insurance details, assessments, and authorizations. Keep the waitlist and outstanding documents visible before the family moves into a recurring schedule.
Bring therapist availability, family windows, time off, and authorization limits into scheduling. Keep the assigned provider, session record, care plan, and signatures connected.
Prepare claims from eligible sessions, apply payer rates, and work through payments, denials, patient responsibility, and statements. The billing team can trace a balance back to its record.
Recruiting, orientation, credentials, employee certificates, and recurring documents continue alongside client care. Staff management carries applicant information into the employee record, while role-specific requirements and renewal dates help HR follow the work after onboarding.
Families and staff can do their part.
The forms and document portals give guardians and employees a place to complete assigned paperwork. Clinic staff review submissions and keep approved copies, with earlier signed documents retained in the history.
Therapy materials belong in the operating picture.
Give therapists a way to request supplies against a budget. Purchasing and inventory connect approvals with receiving, equipment assignments, transfers, and returns. A tablet or therapy kit stays traceable after it leaves the cupboard.
Evaluate the handoffs in your next demo.
If you are considering CentralReach, Office Puzzle, or another ABA platform, ask each vendor to demonstrate the same sample workflow. Compare what the team actually has to do, which modules are included, and what stays outside the system.
Tell us how many roles touch an intake, a session, and a claim. We’ll build the walkthrough around those handoffs and the staff and document work surrounding them.