How IC ABA saves 7 hours weekly by streamlining clinical paperwork

Viridiana Loera knows what it’s like when the tools don’t work. After 12 years in ABA therapy across multiple agencies, she founded IC ABA in Massachusetts to create a practice that finally felt like “home”.

But there was a problem: clinical documentation.

“One of the biggest things I was having hurdles with is that insurances provide me with documents that I need to fill out, but a lot of them are PDF files,” Viridiana explains. “I’ve used Adobe before, but I just didn’t like the format that they had."

Her workflow before Lumin looked like this:

1. Download the insurance PDF from the portal or email
2. Open in a separate system (tried Adobe and other manual workflows)
3. Edit and add signatures
4. Re-upload to Google Drive
5. Send to insurance or patients
6. Repeat for every client, every form

“Before I would have to download the PDF file, use a different system and then repeat the process,” she recalls. “That’s what I tried doing at first, and it was just a headache and a half."

With 20 active clients, 50 on a waitlist and plans to bring on Board Certified Behavior Analysts (BCBAs) to help with growth, Viridiana needed a solution that worked with her existing systems.

Native Google Drive integration

Viridiana discovered Lumin in 2025, and the integration with Google Workspace changed everything.

“Lumin integrates with our Gmail system,” she says. “I just upload our documents onto our drive, and we can edit them. I just love it."

The new workflow is frictionless:

1. Insurance PDF arrives via email or portal
2. Upload to Google Drive for central storage
3. Edit and sign directly in Lumin from Drive
4. The PDF is autosaved to the Drive
5. Share with insurance or patients
6. Reuse forms across clients with copy/paste

“Now that everything’s on Google Drive, I have a lot more time to do other things."

Today, Lumin powers IC ABA’s entire clinical documentation workflow:

• Insurance forms for therapy authorization and billing
• Parent signature requests for treatment consent
• Clinical documentation stored centrally in Drive
• Reusable templates for efficiency across clients
• Collaborative workspace ready for team expansion

5-7 Hours reclaimed every week

For a solo founder managing clinical care and business operations, time is everything.

Time savings

“Lumin saves me about like five to seven hours a week,” Viridiana estimates. “As a founder, that is precious time I can now put back into our clinical work and helping our clients.”

Streamlined clinical work

Whether filling out insurance requirements or securing parent signatures, the process is now seamless and integrated. No jumping between systems or repetitive downloads.

Scalable collaboration

As IC ABA grows from 20 to 50+ active clients and adds BCBAs to the team, Viridiana knows Lumin can scale with her. The workspace model means one license can support multiple clinicians collaborating on clinical files.

Why Viridiana recommends Lumin

Perfect for healthcare providers

“Lumin makes it so easy to fill out insurance forms and get patient signatures. It’s the perfect tool for healthcare providers who need to stay organized without the clunky software."

Growth-friendly

With plans to add BCBAs to help with IC ABA’s 50-person waitlist, Viridiana knows Lumin’s workspace model will support her team without friction.