A family, not a duplicate contact
Guardian records connect family members with their children’s records. Intake staff can keep the relationship visible as referrals become active clients.
PATIENT INTAKE SOFTWARE FOR PEDIATRIC CLINICS
Family intake that carries through to care.
A referral should become a usable client record. Little Files gives pediatric therapy teams a place to review family information, track the next step, and enroll a client without rebuilding the record from an inbox.
Request a demoWORKFLOW EXAMPLE01
A family enrolls
Family intake
- Guardian details
- Insurance information
- Services requested
Client recordIntake details come with the family.
HOW THE WORK MOVES
From a new inquiry to an enrolled client.
- 01
Receive the family’s information
Keep guardian contact details, the requested service, insurance information, and family concerns with the intake. Staff can review the submission before deciding what needs clarification.
- 02
Move the intake forward
Track contact and review status, record benefits verification, and see which families are waiting for a next step. A waitlist helps the team distinguish demand from clients already receiving services.
- 03
Enroll with the details attached
Conversion carries intake information into the client record and connects the guardian. The next person works from the information the family already supplied.
Paperwork for the service they need
Set document requirements by client service. Collect a file or assign an internal form, then review what has been returned through the guardian portal.
Readiness beyond enrollment
Keep assessments and authorizations alongside the client’s service history. Scheduling and clinical teams can follow the work after the intake team has finished its part.
Before your demo
Is this intake software for ABA clinics?
Yes. Little Files connects family intake with the authorization, scheduling, clinical, and billing workflows used by ABA teams. Pediatric therapy clinics can also organize requirements by the services they provide.
Can guardians complete documents online?
Guardians can complete assigned forms and provide documents in their portal. The clinic reviews submissions and tracks outstanding requirements against the client record.
Is hiring intake handled here too?
Applicant intake has its own recruiting and orientation workflow. Little Files connects successful applicants to employee records, while family intake connects to client records.
BRING YOUR WORKFLOW
See it with your team’s questions in mind.
Bring one example of your intake checklist. We’ll walk from a new family inquiry to an enrolled client and the paperwork still needed before care begins.
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