Are you losing potential clients because your intake process is too slow, disorganized, or buried in paperwork? Do referrals sit in inboxes or on desks for days before anyone follows up?

This webinar covers the full journey from receiving a referral to onboarding an active client — all within the Verveware platform. We'll walk you through how to capture referral details, manage authorizations, complete assessments, and convert referrals into scheduled clients without the usual back-and-forth and bottlenecks.

Say goodbye to scattered spreadsheets and manual handoffs. You'll see how a streamlined intake workflow helps your agency respond faster, stay organized, and never let a referral slip through the cracks.

In this webinar, you will learn:

• How to manage the entire referral-to-client pipeline within Verveware.

• Step-by-step guidance on capturing, tracking, and converting referrals efficiently.

• Best practices for reducing intake turnaround time and improving client onboarding.

• How to coordinate between intake coordinators, schedulers, and field staff seamlessly.

• A live walkthrough of the intake workflow and key features that save your team time.

Who Should Attend:

• Intake coordinators and referral managers handling new client onboarding.

• Homecare agency administrators overseeing operations and client growth.

• Scheduling staff involved in transitioning new clients to active care plans.

• Agency owners and decision-makers looking to reduce referral-to-service delays and improve conversion rates.