Client / Employee Intake via Forms w/ signatures

This workflow enables agencies to leverage form platforms like CognitoForms / Jotform to formally onboard clients and employees without worrying about duplicate data entry.

  • Client or Employee fills out and signs form
  • Form gets delivered to Agency for review / approval
  • Once approved, the client or employee record can be created in Alayacare and documents attached to their record
  • Notifications can be sent out to agency administrators