STAFF ONLY

Admin Dashboard

Generate Code Process Guide
Send Welcome Email Phase 1 - Welcome Letter
Send Profile Form Phase 2 - Before visit
Send Post-Visit Forms Phase 4 - Acknowledgements
Send Agreement Final - Closes intake
AI Care Plan Generate from data
Demographics (PHI) Staff fills via phone
Online Intake Form Send to clients

Intake Checklist

Reference guide for the intake process. Build trust first, sign at the end.

PHASE 1 First Contact — Welcome & Authorization
1.Welcome Letter (Thank You!) 2.PHI Authorization (JotForm)
PHASE 2 Before Visit — Collect Information
3.Client Demographics (PHI - Phone) 4.Client Profile (Web Form)
PHASE 3 Home Visit — Staff Assessments
5.Functional Assessment 6.Environmental Assessment
PHASE 4 After Visit — Acknowledgements & Agreement (When Invested)
7.Person-Centered Survey 8.HIPAA Notice (JotForm) 9.Client Rights & Responsibilities 10.Consumer Notice 11.Complaint Process 12.Financial & Legal Restrictions
FINAL Closes Intake — Service Agreement
13.Service Agreement — Client is committed!

Care Planning

After intake is complete, generate the care plan.

AI Care Plan Generator Care Plan Template
All Forms Client Resources Employee Resources

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