When someone realizes they need help from health and human services agencies, it’s important to make them feel welcome, safe, and supported. For social workers, the initial intake process can set the tone for the entire relationship between a client and their case manager — and the client’s feelings about the organization as a whole.
Social workers are turning to digital tools now more than ever to streamline workflows, improve processes, and make themselves more accessible to current and prospective clients. The digitization of intake processes is growing in popularity thanks to its many benefits for case managers, human services organizations, and — most importantly — the clients themselves.
Below we’ll break down six reasons your organization should ditch the pen and paperwork and begin conducting client intakes digitally.