Making Intake Easier

We are proud to feature our latest Intake System for Early Start and Lanterman Teams. Introducing the Project 2 Regional Center Connect Intake|Engine. Intake|Engine delivers a completely different experience for Intake teams by combining all of your required forms and documents as well as digital signature capabilities. We are streamlining the Intake process for your Regional Center! Intake|Engine also has a built-in Consumer and Caregiver portal as well as a Vendor and Assessor portal to handle all of the papers, documents and uploads needed for the process. We are committed to providing the best to our Regional Center partners!

Intake|Engine Early Start and Lanterman Features:

  • Your one-stop shop for scheduling! Schedule your appointments with Vendors, Assessors and Caregivers with a user-friendly interface.
  • Intake, Vendor\Assessors and Consumers\Caregivers receive calendar invitations to meetings that are easy to read and manage in your existing calendar app.
  • Secure, HIPAA compliant Portals: Imagine a user-friendly portal where Parents, Caregivers and Consumers can go to sign their required forms such as Consents and upload important documents like birth certificates and social security cards. Now imagine the same thing for those Vendors who are involved in assessments, uploading their psychosocial paperwork directly into your electronic portfolio. It’s that easy!
  • Integrated messaging with Vendors and Consumers\Caregivers, so you never need to leave the Intake|Engine app.
  • Automatically generated appointment letters ready to be mailed, emailed or texted.
  • Map routes with your smartphone to your next appointment and directly integrate Zoom, Teams or another remote meeting solution you have directly into your appointments.
  • Advanced reporting for Management and your Board.
  • Reduce typing and put time back in your day by adding your Consumers’ details directly into your appointment with a simple UCI entry.
  • Vendor management portal for Community Services, Resource Development and Compliance departments.
  • Leverage your SANDIS and other regulatory system data like never before using our SANDIS|Sparq solution.
  • Direct-To-Archive function. All of your documentation automatically goes straight into your Laserfiche, DocuStore, Documentum\OpenText, SharePoint or other archive solution you use.
  • And so many more features!