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© 2026 Tiny Solutions, Inc. · Each agency sees only its own records · Audit history is never rewritten · Email carries no PHI

New childEsc

Referral form, Liam Smith.pdfRead

First nameLiam
Last nameSmith
Date of birth03/11/2025
CountyBronx

No other child matches this name and birth date

JService coordinator: Jennifer Clark

Create child

Referral3

C-2057J

Liam Smith

Referred by the Bronx EIO

45 days left

C-2055M

Ava Miller

Parent called the agency

38 days left

Evaluation4

C-2049J

Olivia Brown

MDE on 10/21 at home

19 days left

C-2046M

Noah Davis

Speech evaluation report due

2 days late

Waiting on IFSP2

C-2041J

Emma Johnson

IFSP meeting 10/02

Active39

C-1988M

Mason Wilson

OT 2 × weekly

Intake and referrals

Turn every referral into a child record on day one

Read the referral,
skip the typing

Drop the IFSP on New child. Tiny Solutions reads who it names and adds the child. You check the plan and each Service Authorization on the record, beside the PDF.

The New child form filled from an attached referral form, beside the stage board.
New childEsc

Referral form, Liam Smith.pdfRead

First nameLiam
Last nameSmith
Date of birth03/11/2025
CountyBronx

No other child matches this name and birth date

JService coordinator: Jennifer Clark

Create child

Referral3

C-2057J

Liam Smith

Referred by the Bronx EIO

45 days left

C-2055M

Ava Miller

Parent called the agency

38 days left

Evaluation4

C-2049J

Olivia Brown

MDE on 10/21 at home

19 days left

C-2046M

Noah Davis

Speech evaluation report due

2 days late

Waiting on IFSP2

C-2041J

Emma Johnson

IFSP meeting 10/02

Active39

C-1988M

Mason Wilson

OT 2 × weekly

Nothing slips before
the first visit

The first 45 days decide whether a family gets services on time. Each step has a place, a person, and a date.

LSLiam SmithDOB 03/11/2025 · BronxPossible match
LSLiam J. SmithDOB 03/11/2025 · C-1874Open record

Duplicate check

Before a child is created, Tiny Solutions looks for another child with the same name and birth date.

Liam SmithInitial IFSP45 days left
Olivia BrownInitial IFSP19 days left
Noah DavisInitial IFSP2 days late

The 45-day clock

Every referral starts the clock to the initial IFSP. The worklist shows the days left and lists late children first.

SSSarah SmithMother · primary contact
KSDr. Karen ScottPediatrician · referral source

Family contacts

Parents, guardians, and the referral source are on the child record, with their phone and email.

Selective releaseSigned

SSigned by Sarah Smith, the child's mother, on 10/12

Consent forms

State forms such as the selective release are filled from the record and signed on the record.

Children who arrive mid-plan

Not every child starts with a referral. A child who transfers from another agency starts from their current IFSP.

MWMason WilsonArrived from another agency, mid-planImported

A child who arrives mid-plan starts with the current IFSP and the history you bring in, not from a blank referral.

Transfers

Bring in the current IFSP and the history you have, then work the record like any other.

Referral3 children
Evaluation4 children
Waiting on IFSP2 children
Active39 children

Stages your agency sets

A person on your team sets each child's stage, such as Referral, Evaluation, Waiting on IFSP, or Active. Tiny Solutions never guesses the stage from the data.

More of Tiny Solutions

  • ServicesIFSPs and authorizations
  • Tiny AgentAsk, fill, and approve
  • BillingSession notes to EI Hub claims

Built for Early Intervention.
Free for every agency.

Create agencyExplore the demo