Current-State Intake Map
A clear representation of how referrals currently move from inquiry through admission readiness.
UHP Intake Workflow Diagnostic
Does this sound familiar?
Referrals enter through several sources, but no one has a complete view of their status.
Information is spread across forms, email, text messages, folders, and spreadsheets.
Staff are not always sure who owns the next action.
Missing information or documents are discovered too late.
Administrative and clinical responsibilities overlap or remain unclear.
You still have to check everything yourself to make sure nothing was missed.
Prospective clients wait while your team searches for answers.
You have software, but intake follow-up still depends on manual effort.
Your organization may not need another app. It may need a clearer intake workflow.
Begin the application
Takes about 7 minutes. Do not include patient information or other PHI.
When intake is scattered
Text messages
Forms & folders
Staff memory
A visible workflow
Clear stage and status
Assigned ownership
Missing items identified early
Leadership visibility
This illustrates the structural difference between disconnected work and a defined workflow. Results depend on the organization, scope, participation, and implementation.
The real risk
Your referrals should not disappear between inquiry and admission.
When ownership, qualification, documentation, follow-up, and admission readiness are not clearly connected, referrals stall.
The result is more than an administrative inconvenience. Your organization may lose opportunities, delay service, frustrate referral partners, and rely too heavily on leadership to keep the process moving.
The UHP Intake Workflow Diagnostic identifies where the breakdown occurs, what should be corrected first, and what must be defined before automation can help.
Who it is for
Built for established and scaling care organizations.
The diagnostic may be appropriate when your organization meets these conditions.
Currently operating or preparing to launch within the next 90 days
Receives or expects home-care or home-health referrals
Has a specific intake, referral, admission-readiness, documentation, or follow-up concern
Wants a repeatable workflow the team can use consistently
Can provide non-PHI information about the current process
Can include an authorized decision-maker in the engagement
Is prepared to diagnose the problem before implementing a solution
The questions answered
See the whole intake picture.
The diagnostic examines the decisions, handoffs, ownership, and visibility required to move a referral forward.
Where do referrals enter the organization?
What information is collected at the initial inquiry?
How is eligibility or service fit determined?
How are missing documents identified and pursued?
What belongs to administrative verification?
What requires clinical review?
When is a referral ready for admission?
Where do authorization, staffing, and scheduling enter the process?
Who owns each follow-up action?
What must leadership see without manually checking every case?
What must be clarified before automation is introduced?
What you receive
A decision-ready diagnostic—not another vague recommendation.
Bottleneck and Ownership Findings
Identification of delays, handoff problems, missing decisions, duplicated work, and unclear responsibilities.
Priority Action Plan
A prioritized list of the changes your organization should address first.
Future-State Workflow Recommendation
A practical recommendation for how intake should operate after the core gaps are corrected.
Implementation Requirements
The forms, decisions, roles, automations, integrations, and supporting tools required to implement the recommendation.
Decision Meeting
A focused session to review the findings, answer questions, and determine the most appropriate next step.
Diagnostic investment
$500
The completed diagnostic is delivered within 10 business days after payment and receipt of all required information.
Know what needs to change before you pay to build it.
Implementation is not included in the diagnostic. If implementation is recommended and mutually approved, it will be scoped separately. Implementation engagements begin at $8,500.
The diagnostic fee is not automatically credited toward implementation.
Submitting an application does not create a consulting, clinical, legal, or client relationship. Do not submit protected health information.