ABA Client Management Software to Streamline Intake & Care
Lumary's ABA Client Management Software gives providers a single, connected system to simplify intake, automate onboarding, and manage client data with accuracy. By combining ABA practice management software with Salesforce's secure platform, organizations can streamline authorizations, reduce paperwork, and gain visibility across the client journey. With automation and real-time reporting, ABA providers deliver services faster, stay compliant, and scale with confidence.
Lumary simplifies and strengthens ABA client care
Seamless Client Intake
Digitally capture and manage client information from intake to service delivery, reducing friction and improving accuracy. Customizable webforms enable automatic record creation and updates, streamlining the onboarding process.
Visualized Onboarding Path
Visualize the client intake journey to ensure each individual experiences a personalized and supportive transition from initial inquiry to active services.
Streamlined Record Management
Efficiently upload attachments, insurance details, and emergency contacts directly into Lumary. Minimize manual data entry, saving staff time and ensuring records are always up to date.
Holistic Client Records
Maintain a single source of truth for each client, including authorizations, appointments, funding, tasks, and activity history.
Intelligent Task Automation
Minimize manual effort with automated workflows that drive efficiency and keep your team focused on clients.
Automated SMS & Communication
Engage clients and their parents with conversational SMS for reminders and updates. Ensure timely responses and streamline communication.
What our customers say
"With the support of Lumary's dedicated implementation team, we've successfully integrated operations across multiple businesses onto a single, streamlined platform. Lumary's real-time reporting allows our team to focus on Unison's mission of delivering the best care to the clients, staff, and partners we serve."
FAQs
ABA client management software helps providers manage intake, onboarding, and authorizations in one connected platform.
By automating paperwork, capturing digital documentation, and managing authorizations, providers can start services faster and reduce admin time.
Yes — Lumary ensures accurate record-keeping and supports compliance with payor and regulatory requirements.
Yes — Lumary unifies ABA software for client management, scheduling, and billing to create a single source of truth.
Automation eliminates manual data entry, ensures accuracy, and frees staff to focus on delivering quality care.
Ready to simplify client management?
Lumary's ABA Client Management Software helps providers accelerate intake, improve compliance, and deliver better care.
Request a demo today to see how our platform streamlines client management and supports sustainable growth.