How do I add an Account (Intake Process)

Account Intake Process

Getting Started

There are two ways a prospective client enters the system:

1. The client, their family member, or their case manager reaches out to ElderOne via paper, phone, email, or other direct contact
2. The client, their family member, or their case manager submits a web request

This document will focus on the workflow for case #1, where the process starts with direct contact with the organization's staff.

Case #2, the web request process, is very similar except it starts with the client or their advocate entering their own information via a public facing web portal. That will be described in a separate document once the ElderOne portal is activated.

Overview of Steps for Direct Contact

When a client starts with direct contact,the organization's staff will perform these steps:

• Step 1: Click “New Client Intake” and follow the steps to create a new client account.
• Step 2: Tag the client as a candidate for a program

The following pages show the details of how to perform each step.

Step 1: Details for New Client Intake

Step 2: Tag Account as a Candidate for the Program