INTAKE COWORKER

Turn every inquiry into a clear path to care.

OSpectra guides the first conversation with families and referral partners, captures what the client needs, and turns fragmented intake information into a complete, actionable service request. The team enters the conversation with context instead of starting from scratch.

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What type of care are you looking for, and when would you like it to start?

Home care for my mother, mornings, starting next week if possible.

Got it. Is there a preferred location or any care considerations we should know about?

STRUCTURED SERVICE PROFILE

Service neededHome care

Preferred scheduleMornings

Start dateNext week

LocationUnconfirmed

2 items still need confirmation

SEE IT IN ACTION

Watch the Intake Coworker in action.

HOW IT WORKS

From first message to complete request.

Three connected steps carry a conversation from the first question to a service request the rest of the agency can act on.

1

Capture

Guide the first conversation and collect the care, schedule, contact, referral, and payer context.

→

2

Clarify

Identify the exact missing answer or conflict and prepare the most useful follow-up.

→

3

Route

Create a complete service request and send it to the appropriate downstream workflow.

WHAT THIS COWORKER OWNS

Everything the first conversation needs to become useful.

01

Use adaptive, care-specific questions to capture service needs, location, preferred schedule, start date, client preferences, and relevant care considerations.

02

Collect payer, referral, contact, and eligibility information while clearly identifying anything still missing or unconfirmed.

03

Maintain referral-partner relationships, outreach history, incoming opportunities, commitments, and status updates through conversion or closure.

04

Summarize the request in a structured client-and-service profile that can move directly into staffing and scheduling workflows.

05

Prioritize follow-up based on urgency, readiness, and the likelihood that the agency can safely serve the request.

06

Draft confirmations, next-step messages, and internal handoff notes while keeping sensitive or consequential communication human-approved.

07

Preserve the full intake and referral history so later decisions can be traced back to what each party actually provided.

WHAT THE TEAM SEES

One queue, always organized by what matters next.

New inquiries

A prioritized queue organized by urgency, source, program, location, and requested start date.

Needs clarification

Specific missing answers or contradictions, with a suggested follow-up question ready to send.

Ready for service planning

Complete intake profiles that can be handed to Scheduling & Provider Matching.

Referral partner pipeline

A shared view of sources, relationships, opportunities, commitments, and next actions.

CONNECTED HANDOFF

Intake sends a structured care request to Scheduling & Provider Matching and creates demand signals for Recruitment when the required capacity does not yet exist.

BUILT-IN PRINCIPLE

Ask only what matters, explain what is missing, and keep the human relationship at the center of the intake experience.