1. How do you track referral and authorization expiry dates?

Spreadsheet or someone remembersShared calendar or remindersOur system stores dates and alerts staff

2. What happens to intake information after a family submits it?

Paper or PDF, then staff retype itDigital form, but still re-entered by handIt flows straight into our system

3. How is insurance verified before the first session?

Phone calls, noted whereverPortal checks, logged manuallyTracked per client with status and dates

4. How consistent is session data collection across your locations?

Each location does it differentlyMostly the same, with different toolsOne standard process and system

5. Who can see client records, and is access logged?

Shared logins or everyone sees everythingBasic roles, no audit trailRole-based access with audit logs

6. How do website visitors turn into intake inquiries?

The site barely captures inquiriesA contact form that emails usOnline inquiry tracked from source to intake

How manual is your practice workflow?