Intake Checklist

The intake checklist is a list of steps every person must complete before they can become a patient. Agency Admins create the list, and Intake Coordinators use it to make sure nothing is missed.

Creating your checklist

To build your list, go to Settings > Intake. You can add things like:

• Contact information
• Care preferences
• Emergency contacts
• Signed consent forms
• Required documents

Required vs. Optional items

You can mark some items as Required. A lead cannot be moved to the "Active Patient" stage until every required item is checked off. Optional items are helpful but not mandatory.

Organizing the steps

You can drag and drop items to change their order. Putting them in the order they actually happen in real life helps your team avoid mistakes and makes training new staff easier.