Care Coordination Service Delivery Models Example Workflow

Intake and Assessment

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The Intake and Assessment stage is the initial phase of the business workflow where clients are onboarded and their needs are evaluated. During this step, the client provides essential information about themselves, their goals, and the challenges they face. A dedicated professional or team member conducts a thorough assessment to understand the client's unique situation. This involves gathering relevant data, identifying key objectives, and determining the scope of work required to meet those objectives. The purpose of this stage is to establish a clear understanding of the client's requirements, ensuring that subsequent phases of the workflow are tailored to their specific needs. A comprehensive plan outlining the next steps is also developed during this phase, providing a solid foundation for the project or service delivery.