Client Intake

Every inquiry answered.
Every new client set up right.

Intake is where new revenue starts and where compliance problems begin. A dedicated virtual intake coordinator makes sure every family that calls or fills out a form hears back promptly, and every new client is set up correctly in your system.

What your intake VA handles

  • Responding to inbound inquiries by phone, email and web form
  • Structured follow-up so warm leads are not forgotten
  • Insurance, long-term care policy and payer verification support
  • Scheduling in-home assessments and confirming them with families
  • Entering new clients, documents and authorizations into your EMR
  • Tracking referral sources and updating your CRM

Why intake gets dropped

In most agencies intake is handled by whoever is free, between scheduling emergencies and caregiver calls. Inquiries wait hours or days, and families call the next agency on their list. A dedicated coordinator removes that gap.

Consistent and documented

Your VA follows a written intake process built with you during onboarding, so every admission is handled the same way and leaves a clear record. Their end-of-day report shows every open inquiry and its next step.

Frequently asked questions

Ready When You Are

If you run a homecare agency,
this was built for you.

No long-term contracts. No generalist VAs. A team that already understands your workflows, your software, and what compliance means in your world.

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Rising Above. Delivering Excellence.