What is Intake|Engine?

Intake|Engine is a culmination of years of experience working with those who serve individuals with intellectual and developmental disorders in both Intake and Case Management. Our system was designed by Intake and Service Coordinators and built on the latest technology platforms to ensure complete compliance with State and Federal regulations for patient and client confidentiality.

We work with your organization to maximize your time and ensure that everything from inquiry, intake and eligibility meets your deadlines. We know that you have a lot of moving parts and your processes are complex and that is why we developed Intake|Engine to handle your entire workflow from start to finish to better serve your population!

We manage everything from your Application and Inquiry process and its paperwork to the delegation of forms and signatures. No more expensive signatory authorities such as DocuSign, we have it all built into our portals. All of the critical components of the Intake and Eligibility process are built-in such as Scheduling, Document Management and Forms, Messaging and your Service Provider team! Intake|Engine is also a Person-Centered application, with plenty of room for adding information about your Client or Member including pictures!

Intake|Engine is full-featured and offers both of our Client|Connect and Provider|Connect portals. Client|Connect allows your Clients, Members and their Caregivers to receive your Consent forms and other documents in your process. Your Clients. Members and their Caregivers will receive text and email messages that they have documents waiting. They can fill out their documents and sign them online. In addition to this, they can also upload important documents requested by your organization such as birth records, medical records, etc. With our built-in messaging, you can always stay in touch with your Clients, Members and Caregivers without sending emails or making phone calls! We made sure that our Client|Connect portal is simple and easy to use