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.
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)
Efficiency
Streamline your intake process, reducing manual data entry and saving time for both staff and clients.
Enhanced Client Experience
Provide a more convenient intake process with the ability to upload documents and receive timely feedback.
Improved Accuracy
Minimize errors with direct client information entry and a thorough worker review process.
Reduced Workload
Automate aspects of the intake process, freeing up staff to focus on critical tasks.