ABA practice operations that sit beside your EHR
HIPAA compliant with BAA
Enterprise
ClickUp offers a BAA on Enterprise and is built to run beside your ABA EHR, not replace it.
Intake, staffing, launches, and multi-site ops
Get the packet out of email
When a family submits an intake form, it becomes a task with an owner, a stage, and a clinic. Authorization still happens in your clinical systems. ClickUp tracks the handoffs until someone is paired with a therapist.
- Email threads
- Shared Drive folders
- Standalone intake tools
- Form submit creates a task with stage, clinic, and owner
- Automations nudge the coordinator when a packet stalls
- Clinical chart stays in the EHR; ClickUp owns the ops handoffs
See who is billable before the week starts
Onboarding, credential renewals, and BCBA assignments stop living in separate sheets. When someone is not ready to bill, you see it on the roster instead of finding out mid-week.
- Excel
- Shared drives
- Email threads
- Onboarding checklists for new RBTs and BCBAs
- Custom fields for supervisor or BCBA assignment
- Credential and training tasks with due dates before someone is billable
Open the next center from a playbook
Lease, credentialing, equipment, and hiring share one checklist with owners and dates. The second site uses the same template as the first, so growth does not mean inventing another spreadsheet.
- Excel
- Google Sheets
- Shared folders
- Templated launch checklist per location
- Folder per site with rollup visibility for regional ops
- Same playbook the second time you open a center, and the tenth
Keep SOPs and attestations audit-ready
Non-clinical SOPs, training attestations, and BAA workspace reviews live in one checklist with owners and due dates. Clinical chart audits stay in the EHR; ClickUp tracks the ops side under Enterprise.
- Shared Drive folders
- Email reminders
- Spreadsheet trackers
- SOP versions and training attestations with owners and due dates
- Workspace permission reviews before audit windows
- No clinical session notes in this workspace — ops tasks only
See multi-site health without the Friday chase
Regional ops gets one weekly view across intake stalls, credential risk, and launch blockers. Brain drafts the summary from workspace context. No PHI is pulled from the EHR into the digest.
- Friday status emails
- Spreadsheet roll-ups
- Manual reporting
- One Monday digest across intake, staffing, and launches
- Bottlenecks flagged before the leadership meeting
- Draft stays ops-only — clinical charts remain in the EHR
Ops Digest AgentThree intake packets past SLA. Two credentials expire within 30 days. Site B launch is 68% — lease is the critical blocker.
AI agents that already know ABA practice ops
Intake Triage Agent · working in Client intake
Maya Ortiz
Hey @Intake Triage Agent — which packets are past SLA this morning?
Intake Triage Agent
Three packets crossed the four-day SLA:
- Martinez family Authorization pending since Feb 10. Nudged IC.
- Chen Insurance verification incomplete. Form fields flagged.
- Nguyen New submit, no owner assigned. Routed to FO.
Clinical documentation remains in the EHR. I only touch the ops handoffs.
Keep intake and staffing talk
next to the work
Practice chat
Channels tied to intake, staffing, and launches
Auth packet for Jordan Lee is still missing the insurance card scan.
@Intake Triage can you chase that and flag if pairing can start without it?
Requested the scan from the family portal. Pairing can start once BCBA confirms availability Friday.
Consolidating work pays back fast.
0% ROI
~0× Forms & Automations
<0 months payback
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Frequently asked questions
No. Session notes, clinical data, and billing systems of record stay in your EHR. ClickUp is the operations workspace for intake, staffing, launches, SOPs, and compliance tasking. Field managers often live in both; that is intentional.
Ready to run ABA ops beside your EHR?
HIPAA compliant with BAA (Enterprise) · SOC 2 Type II · ISO 27001