How to Match Staff with Clients in Lumina

Learn how to use Lumina's Client Coverage Planner to adjust staff travel ranges and assign clients to ABA practitioners on the interactive map.

July 1, 2026 By Thiago Goncalves

This guide shows how to match ABA practitioners with clients based on geographic proximity and capacity. Completing this process allows you to efficiently assign clients from your waitlist and automatically generate optimal travel routes for your staff.

This workflow is designed for ABA practice managers, scheduling coordinators, and clinical directors. It is used during client intake or schedule planning to assign cases based on available capacity and travel range.

Access the coverage planner to view the location and capacity of active clients, Board Certified Behavior Analysts (BCBAs), and Registered Behavior Technicians (RBTs).

Step #1: Click Try Demo to open the interactive map dashboard. — Click **Try Demo** to open the interactive map dashboard.

The map displays location markers for clinics, homes, and active staff in the area.

Step #2: Click a map marker in your target area to view the available client capacity for that specific location. — Click a map marker in your target area to view the available client capacity for that specific location.

Step #3: Select a specific practitioner marker, such as a BCBA location, to view their personal coverage area. — Select a specific practitioner marker, such as a BCBA location, to view their personal coverage area.

The map displays two different radius circles for each practitioner: one representing their general travel range and another representing their same-day visit range.

Step #4: Adjust the Staff Travel Range slider in the Proximity Settings sidebar to define the maximum travel distance in miles for the selected staff member. — Adjust the **Staff Travel Range** slider in the Proximity Settings sidebar to define the maximum travel distance in miles for the selected staff member.

Based on the travel range you set, the system filters the list to show clients close enough to be assigned to this practitioner.

Step #5: Click the + (plus) icon next to a client in the waitlist to add them to the practitioner's assignment queue. — Click the + (plus) icon next to a client in the waitlist to add them to the practitioner's assignment queue.

Step #6: Click the + (plus) icon next to additional clients in the Active Clients in Range list to continue building out the schedule. — Click the + (plus) icon next to additional clients in the **Active Clients in Range** list to continue building out the schedule.

Once you add clients to the assignment queue, the system automatically generates optimized travel routes for your staff.

Q: What do the two different radius circles on the map represent?

A: One radius shows the general travel range for the practitioner, while the other indicates their same-day visit range.

Q: Do I need to manually map out the travel paths for my staff?

A: No. As you add clients to a practitioner's queue based on proximity, the system automatically creates optimized travel routes for you.

Term	Definition
ABA	Applied Behavior Analysis, a type of therapy commonly used to improve specific behaviors.
BCBA	Board Certified Behavior Analyst, a graduate-level practitioner who designs and oversees behavior analysis programs.
RBT	Registered Behavior Technician, a paraprofessional who works directly under a BCBA to implement behavior analysis services.