Build intake plans and next referrals
How you could use an agent
Use an agent to compile intake notes, prior records, appointment details, transportation needs, and comments from other providers into a first-care-plan draft. It gives you a practical summary of barriers and next steps so you can prepare the client’s follow-up quickly.
Where you stay involved
You review the plan, talk through the priorities with the client, and decide what referrals or supports make sense. You also handle any safety concern or clinical issue that needs immediate attention.
