From First Contact to Coordinated Care: A Data-Driven Intake Model in Multidisciplinary Practice


From First Contact to Coordinated Care: A Data-Driven Intake Model in Multidisciplinary Practice

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Course Description

Effective intake is the foundation of ethical, efficient, and clinically sound multidisciplinary care. This session presents a collaborative intake model co-led by the Director of Patient Services and the Head of an Applied Behavior Analysis (ABA) department within a multidisciplinary mental health and educational practice. 

Using intake metrics, insurance benefit analyses, functional behavior screening data, and service conversion outcomes, presenters will demonstrate how behavioral, psychological, environmental, and systems-level variables are integrated from the first point of contact. The session highlights how structured intake processes improve treatment alignment, reduce service delays, and support data-based referral decisions across ABA, psychological testing, and therapeutic services.

Learning Objectives

  • Describe the roles of a Patient Care Liaison and a therapy department head within a collaborative intake model.
  • Identify behavioral, psychological, and systems-level variables that support accurate service alignment at intake.
  • Apply intake metrics and insurance benefit data to evaluate conversion and reduce delays in care.