Staff Tools — Client Intake
Internal use only. Not linked from the public site.
Staff sign-in
Enter your agency email. We’ll send a one-time sign-in link — no password needed. Access is limited to staff already on file.
Check your email for a sign-in link, then return to this page (it will pick you up automatically once you click it).
Signed in as —
1. Find a client
2. Issue or manage intake links —
Issue links for every form that hasn’t been sent yet, all at once — then review the personalized letter below before sending.
| Form | Status | Link | Action |
|---|
New client intake
Use this when you’re taking a new client’s basic information yourself — for example on an inquiry call. Submitting creates the client record, files this as their completed Home Care Intake Form (same as if they’d filled it out online), and gets the rest of the onboarding forms ready to send.
Client Information
Authorized Representative (if applicable)
Referral & Requested Services
Requested Schedule & Start Date
Payer Information