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Public Intake Portal

Our Public Intake Portal (PIP) revolutionizes the way your agency handles client intake, making the process efficient, secure, and user-friendly.

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Public Intake Portal

The CAPTAIN® Public Intake Portal (PIP) is a portal accessed via your agency’s website for clients to enter their intake remotely and allows for document uploads. This reduces the time spent on worker data entry. This feature includes a worker review process with a complete and incomplete control for each document.

 

For documents tagged as incomplete by the worker, the system allows for email correspondence. Email notifications instruct the client to access the portal and review messages from the worker informing them as to what is wrong with the document and to upload another.

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How It Works

Client Access

Clients visit your agency’s website and access the Public Intake Portal.

Information Entry

Clients fill out required intake forms and upload necessary documents.

Worker Review

Agency staff review submitted information and flag incomplete documents.

Client Notification

Clients receive email notifications if additional information or corrections are needed.

Finalization

Once all information is complete, the intake process is finalized, and clients are notified of the next steps.

Benefits of our Public Intake Portal (PIP)

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Efficiency

Streamline your intake process, reducing manual data entry and saving time for both staff and clients.

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Enhanced Client Experience

Provide a more convenient intake process with the ability to upload documents and receive timely feedback.

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Improved Accuracy

Minimize errors with direct client information entry and a thorough worker review process.

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Reduced Workload

Automate aspects of the intake process, freeing up staff to focus on critical tasks.

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Get Started

Transform your intake process with CAPTAIN®'s Public Intake Portal. Contact us today to learn more about how our solution can benefit your agency.

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