Every Child Deserves Faster Support -Not Slower Systems.
In the world of autism therapy, responsiveness and structure are everything. Each
inquiry from a concerned parent isn’t just a lead it’s a child waiting for life-changing
support.
For one autism therapy provider, managing that responsibility through paper forms,
emails, and manual assignments wasn’t just inefficient it was holding back care.
from intake to therapist assignment to therapy delivery. The result? A fully digital, compliant, and compassionate experience powered by the Zoho ecosystem.
Elite Tech Global partnered with the provider to automate the full journey
The Challenge: Delays That Disrupt Support
Challenge 1
Leads took 1–2 days to process manually
Challenge 2
Insurance verification caused long email threads and lost documents
Challenge 3
Coordination between assessment, HR, and delivery teams was disjointed
Challenge 4
Progress tracking and document storage were scattered across systems
A Digitally Orchestrated Therapy
Engagement System
Seamless Lead Intake via Zoho Forms + CRM
A custom Zoho Form on the website collects lead information
Each submission creates a lead in Zoho CRM, triggering
- An automatic acknowledgement email via Zoho Flow
- A real-time notification to the clinic owner for fast response
Guided Lead Qualification with CRM Blueprint
• A CRM Blueprint ensures no step is skipped—from inquiry to conversion
• Once qualified, the lead is automatically converted into a Deal, Contact, and Account
Therapist Assignment via Zoho Recruit
Zoho Recruit is used to shortlist and hire the appropriate therapist
Automated Insurance Verification & Consent
Once approved:
- A pre-filled agreement is generated via Zoho-Sign
- The signed document authorizes therapy billing and is synced to CRM
Built using
Child Assessment by External Evaluator
After insurance clearance, an Assessor logs in via a Zoho Creator portal
Automated Insurance Verification & Consent
Clients receive personalized welcome documents and multi-stage consent forms
All documents are:
- Auto-generated using CRM data
- Signed digitally via Zoho Sign
- Archived centrally for compliance
Therapy Execution and Service Completion
The HR team receives the assessment details
• Zoho Recruit is used to shortlist and hire the appropriate therapist
• Once onboarded, the therapist is linked to the client’s CRM record and deal
The Workflow: From Registration to Real-Time
Monitoring
Inquiry Submitted
A parent fills out a Zoho Form on the website
CRM Qualification
Guided Blueprint manages conversion
Insurance Approved
Automated emails + digital signature via Zoho Sign
Client Onboarding
Welcome documents + consents sent instantly
Child Assessment
Evaluator logs into Creator, records findings
Therapist Assigned
HR matches using Zoho Recruit
Therapy Begins & Ends
CRM tracks all sessions and closure status
The Workflow: From Registration to Real-Time
Monitoring
Inquiry Submitted
A parent fills out a Zoho Form on the website
CRM Qualification
Guided Blueprint manages conversion
Insurance Approved
Automated emails + digital signature via Zoho Sign
Client Onboarding
Welcome documents + consents sent instantly
Child Assessment
Evaluator logs into Creator, records findings
Therapist Assigned
HR matches using Zoho Recruit
Therapy Begins & Ends
CRM tracks all sessions and closure status
Why This Matters: Blending Human Care with Digital Precision
Human Touch:
✔ Evaluators assess each child’s unique needs
✔ Therapists are handpicked based on qualifications and match
✔ Families are kept informed every step of the way
Automation Backbone:
✔ Instant lead processing and structured CRM flows
✔ Digital documents with Zoho Sign
✔ Seamless handoffs between intake, insurance, assessment, HR, and therapy
✔ End-to-end visibility for compliance and growth
