All settings are in Admin → Settings in the sidebar. Only visible to admin users.
Configuration pages
| Setting | Path | What it controls |
|---|
| Regions | Admin → Regions | Geographic service areas and zip code mapping |
| Service Types | Admin → Service Types | Service offerings your practice provides |
| Insurance Payors | Admin → Insurance Payors | Accepted insurance companies and credential requirements |
| Document Types | Admin → Document Types | Documents to collect from families and at which stage |
| Referral Sources | Admin → Referral Sources | Where clients come from (for tracking) |
| Pipeline Stages | Admin → Pipeline Stages | Workflow stages clients move through |
| Pipeline Transitions | Admin → Pipeline Transitions | Which stages connect and what gates are required |
| Service Buckets | Admin → Service Buckets | Hour packages — minimum and maximum hours per service |
| Caseload Limits | Admin → Caseload Limits | Per-service BCBA caseload caps and supervised hour thresholds |
| Checklist Templates | Admin → Checklist Templates | Stage-based checklists (reorderable) |
| Notification Rules | Admin → Notification Rules | Automated notification triggers, channels, and recipients |
| Email Templates | Admin → Email Templates | Outbound email content and variables |
| FC Triggers | Admin → Financial Counseling Triggers | When financial counseling is required |
Settings panels
| Panel | What it controls |
|---|
| Features | Toggle: mock schedules, priority scoring, geographic matching |
| Pipeline | First contact SLA hours, follow-up interval days, max contact attempts, weekday-only SLA |
| Staffing | Billable hour targets for BCBAs and RBTs, mock thresholds |
| Waitlist | Unresponsive outreach threshold, availability check frequency |
| Notifications | Authorization and document expiration warning windows (configurable arrays of days) |
| Contact | Contact-related settings |
Things to know
- All settings take effect immediately — no restart or deploy needed.
- Changing a setting affects new behavior going forward. Existing records aren’t retroactively changed.
- If you’re not sure what a setting does, start with the defaults and adjust based on how your team uses the system.