Intake & Waitlist Engine
A guided family funnel captures diagnosis, OAP funding type, geography, language and availability, then auto-ranks the waitlist by urgency and match feasibility.
Open intake →Platform
Seven connected modules replace the spreadsheets, bookkeepers, schedulers and compliance consultants a growing in-home therapy clinic would otherwise need.
A guided family funnel captures diagnosis, OAP funding type, geography, language and availability, then auto-ranks the waitlist by urgency and match feasibility.
Open intake →Scores every therapist against drive time, schedule overlap, specialization, language and family preference — then dispatches the offer and books the first session.
See matching →GPS-verified session hours become invoices, T4/T4A payroll runs, mileage claims, auto-categorized expenses, P&L statements and one-click OAP expenditure reports.
Open finance →Applicant tracking, AI credential reading for VSC and RBT certificates, onboarding checklists and a T4 vs T4A classification wizard that keeps you legally clean.
Open HR →PHIPA, PIPEDA and HIPAA-aligned controls with immutable audit logging, role-based access, e-signature contracts and continuous credential expiry monitoring.
Open compliance →Mandatory onboarding paths, CEU tracking for BCBAs and RBTs, and bite-sized parent training with completion analytics tied to each client's plan.
Open training →01
Family applies
Intake form captures funding, geography and availability in under six minutes.
02
AI matches a therapist
Smart-Match ranks your bench and sends the offer automatically.
03
Sessions run
Therapists check in on mobile with GPS verification and structured notes.
04
Money and audits settle
Invoices, payouts, taxes and OAP reports generate themselves.
Every task is templated with plain-language guidance. If you can follow a checklist, you can run a compliant clinic.