Central Intake

The Central Intake module provides a gateway for all messaging, enquiries and referrals coming into your health and socially focused programs. Established workflows help collect, assess and assign enquiries and referrals within the intake workflow.

If your organisation is looking for an intake software solution, we can organise a demonstration so you can experience what our clients consider the benchmark in health and social case management.

Intake Features

Inbox
Effortlessly manage all your system integrations in one place. The Inbox feature centralises secure messaging, API calls, and automated email retrieval, ensuring you never miss important communications or data.

Enquiries
Simplify the way you handle enquiries with our Enquiries feature. Centralise management within your organisation to ensure enquiries are addressed promptly and efficiently, enhancing client satisfaction and operational workflow.

Referrals
Enhance your referral management process with our streamlined Referrals feature. By centralising referrals, you can ensure accurate and swift processing, improving service delivery and client outcomes.

Service Directory
Maintain an organised and comprehensive list of service providers with our Service Directory. This feature allows you to link referred clients to service providers, ensuring a clear and accurate record of service provider interactions. This facilitates better tracking and management of client referrals, ensuring they receive the necessary support.

Custom API
Leverage our Custom API feature to create API endpoints tailored to the specific needs of your calling systems. This flexibility ensures seamless integration with your existing systems and enhances your capability to manage and process data efficiently.