There are three ways to get a client into KeepSight. Which one you use depends on where the referral is coming from.

Public intake form

Share your intake form URL with referral sources, pediatricians, or families. When someone fills it out, it creates a referral inquiry that appears at the top of your Intake Workbench for triage. From there, you can convert it into a full client record with one click.

Your intake form URL is: https://{your-practice}.keepsight.app/public/intake_forms/new

Manual entry

Go to Clients → New Client to create a client directly. Enter the child’s information, parent or guardian contacts, and select the service types they need (in-home, clinic, etc.). KeepSight automatically creates a household, links the contacts, and creates one service enrollment per service type. The client starts at the first pipeline stage.

CSV import

For bulk loading — useful when you’re migrating from spreadsheets or another system. Go to Admin → Imports, pick an import type (Current Clients for people already receiving services, or Pipeline Clients for people still in intake), download the template, and fill it out. KeepSight checks each row, flags errors and duplicates, and lets you review before importing. See CSV Import for details.

Service enrollments

Each client can have multiple service enrollments — for example, one for in-home ABA and one for clinic-based. Each enrollment moves through the pipeline independently and has its own assigned staff, authorization, and stage. One enrollment is marked as “primary” for reporting purposes.

Things to know

  • The public intake form doesn’t create a client directly — it creates a referral inquiry that you review and convert.
  • When you create a client manually, the system handles all the related records (household, contacts, enrollments) for you.
  • Siblings can share a household. When adding a second child from the same family, you can join the existing household to avoid re-entering parent contact info.