I’ve spent the last few weeks exploring client intake and assessment processes with a handful of well-known, highly-successful agencies. Interestingly, their processes and how/when they collect the information vary quite a bit.Based on the experience, I’ve compiled a comprehensive new client assessment workflow that could work well for anyone building this process in their own agency or looking for ways to streamline their existing process.One caveat to remember is that your state may have other specific requirements.A quick overview of typical client assessment documents and when you complete them:New Client Inquiry - phone call / website inquiryClient Intake Form/Pre-Care Assessment - can be sent electronically and filled out by the client/family OR completed over the phone by a member o... Click to view the full answer from our home care industry expert.