Build rehabilitation plan from intake
How you could use an agent
Use an agent to combine intake notes, medical and educational records, referral details, and your meeting notes with the client into a draft rehabilitation plan. It can organize goals, services needed, and the paperwork needed for review so you can focus on the client conversation and approval.
Where you stay involved
You review the draft, decide whether it fits the client’s abilities and goals, and make the final plan. You also handle any unclear eligibility or service questions before anything moves forward.
