Your Digital Intake Toolkit: Simplifying New Admissions from Day One
Written by Mary Grace Flores
Bringing a new participant into your organization is more than just paperwork—it’s the start of a relationship. But too often, the intake process is bogged down by scattered documents, multiple email threads, and time-consuming handoffs.
Equip helps you start strong.
With Equip’s digital Forms, onboarding is no longer a scramble. You can assign, track, and securely collect everything you need in one place—whether you’re welcoming a participant, training a new staff member, or gathering intake information from a family member or provider.
📋 Forms That Flex to Your Process
Equip Forms are designed to meet you where you are—whether you’re onboarding a college student, welcoming a new group home resident, or enrolling someone in a community program.
Share forms with external users (like families, care teams, and school faculty) securely—no login required
Collect signatures, dates, and responses digitally
Assign any submitted form to a participant profile, even retroactively
Use Prefillable Forms to ease the burden of long packets and meet required formats (e.g., CARF documents, university waivers)
It’s a complete system for clean data, clear roles, and fewer follow-up emails.
📁 Build a Virtual Welcome Packet
Think of Equip like your digital welcome folder—except smarter, more secure, and always up to date.
You can:
Create custom intake packets for new families or staff
Link every response directly to the participant’s profile for a complete onboarding record
Simplify the experience for families and team members by putting everything in one place—no email threads, no confusion
From day one, everyone knows what to expect, what’s needed, and where to find it. Nothing gets missed.
🔐 Safe for Stakeholders. Smart for Teams.
One of the most powerful parts of Equip Forms? They work across your whole circle of care.
Families and external providers can fill out forms without accessing sensitive data
Admins stay in control of what’s shared, submitted, and stored
Everything is securely linked to the participant—and always easy to find later
Equip brings structure to the onboarding process—without sacrificing security or creating extra work.
Interested in learning more about Equip?
Click the button below to book a no-pressure demonstration of all Equip has to offer. Learn how Equip can help you empower independence and streamline reporting.