Creating Better First Impressions: How to Build Trust by Modernizing Intake

Traditional intake processes are often complex, repetitive, and frustrating—for both clients and staff. But with Provisio’s Front Door solution, built on Salesforce, you can modernize intake to make it more welcoming, efficient, and connected.

In this session, you’ll explore:

• How a Front Door approach transforms intake from a transactional process into a relationship-building experience

• How clients can check program eligibility, submit requests once, and access services without duplication or barriers

• How social determinants of health evaluations provide a more complete picture of client needs

• How referrals and enrollments are tracked in real time to ensure nothing falls through the cracks

• How organizations like Victor have leveraged the Front Door to unify programs, deliver consistent experiences, and align services to mission and values

Watch the webinar now to see how your organization can build trust from the first impression, streamline access to care, and create stronger outcomes for clients and communities.Complete the form to unlock on-demand access.