Intake Specialist
Paperwork, chased down.
A teammate who collects intake packets and staff credentials, and chases whatever’s missing.
Intake SpecialistReady for your OK
A new admission packet is complete.
- Forms signed in DocuSign
- Credentials checked for expiration dates
- Files saved to the right folders
Nothing moves forward until you approve.Approve
What it does
- It sends intake packets and follows up until they’re back.
- It warns staff before their credentials expire.
- It hands you complete packets to approve.
Works in your tools.
No new software. It works where you already do.
- ThTherap
- CQCAQH
DocuSign
Gmail
You approve. It does the rest.
On its own
- Sends packets
- Tracks open documents
- Files paperwork
- Warns before expirations
Waits for your OK
- Admission packets
- Attestations
- Messages to referral sources
It never admits or declines anyone.
