| Client | Location | Referral Date | BCBA | Lead BT | Status | Intake Meeting | Intake Documents | Benefits | Assessment PA | Schedule Assessment | Report PA | Schedule Start |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Barry Soandso | Hillsboro | 11/04/2026 | Carly D'Ewart | Alaina Erland | Active | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
| David Garder | Hillsboro | 11/03/2026 | Unassigned | Unassigned | Active | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
| Larry Miller | Hillsboro | 01/01/2024 | Unassigned | Unassigned | Active | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
| Marty McFly | Hillsboro | 11/03/2026 | Unassigned | Unassigned | Active | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
| Moose | Eugene | 10/06/2021 | Claire Lin | Carley Webster | Active | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
| Peter Pan | Hillsboro | 11/03/2026 | Unassigned | Unassigned | Active | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
| Test Client 3 | Eugene | 10/23/2026 | Unassigned | Unassigned | Active | Not Started | Not Started | Complete | Not Started | Not Started | Not Started | Not Started |
| Tom Smith | Eugene | 11/02/2026 | Amy Tondreau | Alex Frazier | Active | Complete | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
| lalala | Hillsboro | — | Unassigned | Unassigned | Active | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started | Not Started |
Lindegard Intake Portal
Client Intake Dashboard