We’ve been through this before….
….and have experienced what you’re likely going through.

Over and over, organization after organization, we found the same problems. It seemed like every time an intake staff left the company, we’d find a desk drawer full of unprocessed paper referrals that came in through fax or half completed referrals with no notes and unverified insurances. No trace of their progress towards admission, we were left picking up the pieces.

Then we found ourselves in an endless maze of spreadsheets or handwritten yellow notepads. A true lack of useful screening tools. We heard, “I had to go to a folder to enter a line on this tracker, then turn around and update another tracker that was tracking that tracker.” No one enters the Human Services field with dreams of managing the endless spreadsheets of their complicated intake process. We all know this maze ends with a revolving door of intake staff and bungled referrals.

We know how it feels to have discovered incomplete tasks and lack of processes. Insurance not verified. Funding not authorized. Communication missed. Time wasted. It can be incredibly overwhelming, frustrating, and demoralizing to be dealing with this constantly when what we want is to focus on providing quality care and customer service. Why keep adding to that?