Home Care Onboarding Intake and Approvals

Architecture demo for home-care style onboarding: intake, documents, approvals, and setup handoffs.

Problem

Onboarding stalls when intake forms, documents, and approvals live in separate inboxes. Staff lose status visibility and sensitive steps skip review.

Approach

Intake form creates a structured case

Document checklist with status per item

Approval gates for sensitive steps

Exception routing when something is missing or rejected

Setup handoff once approvals clear

Build notes

Stack: forms + n8n (or similar) + Slack/email notifications + spreadsheet or CRM status board. Human review stays required at document and approval checkpoints.

Outcome (demo)

Clear case status, fewer stalled intakes, and safer handoffs before a client goes live.