10 STEPS TO CLIENT ONBOARDING

The First Choice Home Care New Client Onboarding Process consist of 10 quick & easy steps:

    1. Identification & past medical history collection (ID, Ins Cards, SSN, hospital discharge records)
    2. Pre-Assessment (Virtual/Phone from ClearCare & DocHub)*
    3. Agreement Signing (via DocHub)
    4. Payment method collection (via ClearCare)
    5. State of Maryland required documents signing (via DocHub)
    6. Assessment (12 body systems) & 11 Other assessments (via DocHub)*
      • Essential Equipment Check (Hospital bed, mobility devices, pill sorter, bed dressings, feeding supplies, ointments & creams etc)
    7. Request to PCP (Signed Orders for equipment, medications, supplies & treatments)-Home Services Team Form*
    8. Medical Professional Team*
    9. CarePlan (Review & revision)*
    10. Caregiver Pairing*

Lastly, we will give you a quick crash course on utilizing out platforms (ClearCare/Family Room & ECP); Let’s Get Started!

*these tasks are performed with a First Choice Home Care liaison

ADD A INFOGRAPH OF THE 10 STEPS OF NEW CLIENT ONBOARDING