Form Driven
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
eSign Driven
This workflow enables agencies to leverage eSign platforms like Docusign to formally onboard clients and employees without worrying about duplicate data entry.
- Agency provides envelope to be signed by client / employee
- Once envelope is completed, client or employee records are created or updated in Alayacare.
