INTAKE OPERATIONS

Make every referral visible from first contact to ready-to-start.

Give intake leaders one operating view of stage, age, owner, blocker, and next action—without moving clinical records out of CentralReach.

OPERATING OUTCOMES

Make the work observable and actionable.

A consistent 13-stage intake model

Aging and blocked-case visibility

Clear next actions and accountable owners

THE OPERATING FLOW

From standard to queue to decision.

01

Normalize the workflow

Map local variations into shared milestones while preserving location-specific responsibilities.

02

Surface the blockers

See benefits, assessment, authorization, documentation, and staffing readiness in one queue.

03

Run the cadence

Give each owner a focused work queue and give leaders an exception-based operating view.

MEASUREMENT

Measures that connect to an operating decision.

Definitions are configured with the organization so a scorecard does not become another source of conflicting numbers.

Stage conversionReferral-to-start cycle timeStage agingBlocked referralsReady-to-staff volume
SEE THE OPERATING SYSTEM

Ready to run the operation from one command center?

Tell us how your organization operates today. We’ll use the demo to explore fit, workflow, and implementation—not deliver a generic product tour.

Apply for a demo