Swift Intake
Swift IntakeEvery referral, followed all the way to a signed client
Who it is for
For the people who turn a referral into care
Intake coordinators
One place for every referral, and the next step for each.
Agency owners
See which referrals become clients, and where they stall.
Referral partners
A faster answer for the discharge planners and case managers who send you clients.
What it does
From the first call to the first visit
Referrals in one place
Every referral, whoever sent it and however it arrived, in one list the whole office can see.
Followed to a signed client
Each referral moves through its stages, so nobody waits for a call back and nothing is lost between shifts.
Client onboarding without paper
New clients complete their paperwork without the forms, the fax and the second visit to collect a signature.
How it works
From a referral to a client
- 01
Book a demo
We walk through Intake with the way referrals reach you today.
- 02
Referrals come in
Every referral lands in one list, with who sent it.
- 03
Your team follows each one
Through each stage, with the next step clear.
- 04
The client is signed and onboarded
Their paperwork done without the paper chase.
Questions
About Swift Intake
Is Swift Intake part of the same account as the other products?
Yes. Swift Intake is one of the five Swift Pivot products, and your agency uses them all from one Swift Pivot account.
How do we see it?
Book a demo. We walk you through Intake and talk through how referrals reach your agency today.
The suite
The rest of Swift Pivot
Swift Grow
Lead generation and digital marketing
Capture leads with your own forms, imports and the prospects we find for you, keep every contact and their consent in one place, and reach them with email and text campaigns that honour opt-outs and quiet hours automatically.
Explore GrowSwift Social
Automated social media content and scheduling
Write a post once and publish it to every social account you connect, schedule weeks ahead so it goes out on its own, and see what went live on each network and what needs attention.
Explore SocialSwift Onboard
Mobile caregiver applications and compliance tracking
Caregivers apply and complete their paperwork on their phone; your office reviews, approves and exports a complete, compliant file for every hire.
Explore OnboardSwift Track
EVV alerts, missed visits and real-time monitoring
Know the moment a visit is missed or late, with automated check-in calls and electronic visit verification that keeps you compliant.
Explore Track
See Swift Intake with your referrals in mind
Questions first? contact@swift-pivot.com