Selected work

Intake & access Selected work

A better front door to care.

An intelligent intake journey connecting families, clinical teams, and the systems behind access to care.

Work represented

Built for a top 5 ABA provider nationally

Disciplines

  • Product strategy
  • AI document intelligence
  • Workflow engineering
  • Systems integration

Inside the interface

Actual components · synthetic data

Family Connect application components with synthetic data: two complete intake paths, completion bars and drop-off highlights through scheduling

Family Connect · Intake paths

Genuine KPI and intake-funnel components rendered with synthetic test data. This is a component preview, not the full dashboard or reported client outcomes.

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Reading the screen

Where do families need a clearer next step?

An operations leader can compare intake paths to decide where staff should follow up.

Read the decision points
  1. Separate paths retain the context of families entering with and without a diagnosis.
  2. Stage completion makes a drop-off visible without establishing its cause.
  3. Staff can investigate the next handoff; the synthetic values are not outcomes.
The workflow pattern
  1. Documents & context
  2. Staff review
  3. Next step in care

From fragmented steps to a connected journey

For an ABA organization, intake is where a family's need meets the complexity of running a care business. Documents, insurance, clinical review, consent, and scheduling all have to move together. When they don't, families wait and staff chase the next missing piece.

We built an intake experience that brings those steps into one coherent workflow. Families get a clear path forward. Teams get structured information, explicit review queues, and a reliable handoff into the systems they already use.

Intelligence where it makes a difference

Document intelligence. AI extracts relevant information from uploaded records and organizes it for the next step. The application brings the source context alongside the workflow, so staff can review what matters without starting from scratch.

Connected review. Clinical rules and review routing turn incoming information into an actionable queue. A contextual assistant helps people navigate the process, while the application keeps track of what is complete and what needs attention.

A coordinated handoff. Insurance eligibility, signing, scheduling, and care-system integration connect the family-facing journey with the organization's operating infrastructure. Checkpointed handoffs help work recover cleanly when an external service interrupts the process.

Designed for the people doing the work

The interface gives each step a clear purpose: gather the right information, surface the decision, and move the family forward. Staff retain control of clinical review and exceptions. The software carries the coordination burden around them.

This is the kind of transformation we pursue: a better experience for families, built on stronger operational foundations.

What this makes possible

  • A clearer, more consistent intake experience across teams.
  • Less repeated information gathering and manual handoff coordination.
  • Structured data that travels with the family through the process.
  • A foundation for measuring intake speed, completion, and access bottlenecks.

More ways we work.

All selected work

Staffing & capacity

Turn capacity into possibility.

Optimization and operational intelligence that connect clinician capacity, technician coverage, and center growth.

Clinical workflows

Give clinicians their focus back.

Source-informed AI assistance for clinical documentation, structured quality checks, and everyday clinical workflows.

Start with a focused build

Explore intake & access with Jay.

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Talk with Jay