Client Intake & OnboardingPurpose
1.2. Ensure data accuracy, compliance, and completeness with minimal manual intervention for adult foster care onboarding.
1.3. Enable real-time profile generation, supporting care planning, legal/regulatory documentation, and internal coordination.
1.4. Seamlessly integrate demographic, medical, insurance, contact, family, and consent information into a single client record.
Trigger Conditions
2.2. Intake call or chat completed with designated staff members.
2.3. Referral received by fax, email, or system integration from hospitals or social services.
2.4. Import or sync of records from third-party EHR, CRM, or case management software.
Platform Variants
• API: POST /sobjects/Contact; Configure fields to accept intake attributes, auto-create or update client profiles upon trigger.
3.2. HubSpot
• Endpoint: Create Contact; Configure intake forms or APIs for direct lead-person transformation and enrichment.
3.3. Microsoft Dynamics 365
• Entity: Contact Creation API; Map onboarding fields, set workflow for data validation and approval.
3.4. Zoho CRM
• Module: Contacts API; Enable form capture and webhook trigger for real-time profile generation.
3.5. Google Sheets
• API: Append Row; Directly write intake form results for simple profile records, link with notification script.
3.6. Airtable
• Endpoint: Create Record; Pre-set columns for demographic, medical and contact data, link attachments support (e.g., ID scans).
3.7. JotForm
• Integration: Form Submission Webhook; Push JSON payload on submission for profile creation in downstream systems.
3.8. Typeform
• Feature: Webhook/Responses; Trigger HTTP POST containing intake responses for downstream processing.
3.9. DocuSign
• API: Envelope Completed Trigger; Extract client data, cross-sync with intake profile when e-signatures are finalized.
3.10. Cognito Forms
• Action: Entry Created Webhook; Send form results, combining uploaded files and fields to integration endpoint.
3.11. Twilio
• Function: SMS/Voice Webhooks; Capture intake info via SMS/call, convert transcript or message content into profile fields.
3.12. Mailgun
• Event: Incoming Email Route; Parse structured intake emails, extract attachment or inline content for profile assembly.
3.13. Dropbox
• API: File Upload/Shared Link; Watch for intake documents, scan and extract fields for digital profile.
3.14. Slack
• Event: Slash Command/Webhook; Trigger on intake bot command, collect responses, dispatch to profile creation endpoint.
3.15. Microsoft Teams
• Feature: Adaptive Card Submission; Preconfigured cards collect client info, sent via webhook for profile processing.
3.16. BambooHR
• Endpoint: Employee Creation API; Repurpose to create client-like records with custom field mapping.
3.17. Freshdesk
• API: Contact Creation; Intake data captured as new contact, enable ticket linkage for onboarding workflow.
3.18. Zendesk
• Endpoint: Requester Creation; Map onboarding data to requester profile, attach tags and metadata as needed.
3.19. Box
• API: New File/Folder; Watch for new intake folders, auto-extract personal information from scanned uploads.
3.20. Make (formerly Integromat)
• Scenario: HTTP Webhook start module; Centralize multi-platform form entries, transform and route to aggregated client profile record.
Benefits
4.2. Accelerates onboarding and improves compliance with required regulatory information capture.
4.3. Enables instant access to up-to-date, complete profiles for care coordination and reporting.
4.4. Supports seamless data exchange with EHRs, payors, and social services for ongoing care quality.
4.5. Enhances privacy and security controls with automated document handling and access logging.