Three weeks after signing,care still hasn't started
A signed client isn't a starting client. Documents, approvals, home access, emergency contacts — each one is a small task, and any one of them can hold up the first visit while the family waits and wonders what's happening.
Where it's costing you
Nobody decides to delay a client. The delay is what happens when no one is watching the gap.
The checklist lives in someone's head
Documents, physician orders, home access, emergency contacts. Each one small, none of them owned. The client waits on whichever is furthest behind.
You find out from the family
Nobody inside the agency is watching the space between signing and starting. The first sign that it has gone on too long is a phone call asking when care begins.
A slow start undoes the sale
The family chose you over two other agencies. Three weeks of quiet is long enough for them to wonder whether they chose right.
How Rivana closes it
- 1Onboarding is a tracked sequence
Each step assigned to a person with a date, so nothing sits waiting on memory.
- 2Intake carries forward
What was captured on the first call becomes the client record. Nobody asks the family for it a second time.
- 3Ready is a state, not a guess
A client becomes schedulable when the record is complete, not when someone assumes it is.
What changes
The same steps, but visible and owned.
Nothing stalls quietly
Every incomplete onboarding is visible, along with the step holding it up.
The family isn't asked twice
Details captured at intake follow the client into the care plan.
Care starts sooner
Steps run in parallel instead of one person working through them in order.
Is this your biggest gap, or just the loudest?
Client onboarding is one of nineteen jobs the Agency Health Check scores. It takes about four minutes and shows you which one to close first, and which to leave alone.
Take the free health checkCommon questions
No. It gives them somewhere to go, so what you collect becomes part of the client's record instead of a folder on a desk.