Internal intake workspace
Care Intake Dashboard
Use this page during a call or while onboarding a new family. Select a form on the left, complete it in the workspace, and keep this dashboard open as your intake hub.
Currently open
Initial Intake Form
1. Capture the inquiry
Use the Initial Intake Form during the first meaningful conversation with the family.
2. Confirm readiness
Use the Full Client Intake Form once the family is moving toward services.
3. Build the plan
Use the Support Plan to turn intake details into practical, person-centered support.
4. Complete agreements
Use authorization and agreement forms before services begin.
Internal intake workspace
Care Intake Dashboard
Use this page during a call or while onboarding a new family. Select a form on the left, complete it in the workspace, and keep this dashboard open as your intake hub.
Currently open
Initial Intake Form
1. Capture the inquiry
Use the Initial Intake Form during the first meaningful conversation with the family.
2. Confirm readiness
Use the Full Client Intake Form once the family is moving toward services.
3. Build the plan
Use the Support Plan to turn intake details into practical, person-centered support.
4. Complete agreements
Use authorization and agreement forms before services begin.