4 Ways to Kickstart a Regional Central Intake Project

July 8, 2021

A centralized approach to access is worth exploring, particularly when launching a mental health and addictions network. The concept is often raised because people accessing services are confused about what is available where, and what wait times can be expected. In theory, a single point of access can help streamline registration by ensuring that the client is connected to the right provider from the very beginning.


The idea of forming a central intake team to take on the task of navigating services for all inbound requests is great. This team would become ‘service experts,’ trained to quickly determine what client needs what service, and their eligibility. However, bringing a network planning committee to agreement on an actual process can be difficult. Enthusiasm is quickly replaced by analysis paralysis. Here are some actions that can kickstart a regional central intake project, and gain momentum towards coordinated service access.


1. Map all the service assets 

A strong network contains many organizations, each offering a different variety of services. It is important to clarify the services each agency delivers, where they are located and how people normally access these services. Overlaps and gaps will be evident. Decide as a group which types of services will be the primary focus of the network’s central intake and work to fully understand their intake processes. 


2. Start with less complex health services  

You don't have to streamline the access process for everything, all at once. This can be overwhelming. Rather, we recommend first tackling the least complex health care services first. For example, an intensive service that is provided to a patient every week over many months, with a several year wait list will have a more complicated path to access. Leave this for later, once you have some momentum from early successes. Choose to coordinate access to publicly accessible counselling before tackling referral based assertive community treatment programs, for example.


3. Don't over-collect information 

Every agency has a service with its own referral form. When centralizing access to a specific service type, be ruthless about what should be included in any new form. Only include the minimum information required that the central intake team needs to successfully route the referral. The target service will require its own relevant information which comes later in the process, often with a different form.

Read more about how to streamline referral forms here.


4. Have clear routing criteria 

The central intake team should have a decision support tool to ensure they have a clear process for determining which provider receives the next referral. Digitize this process and communicate it broadly across all partner organizations so they understand when and how they will receive referrals. This ensures buy-in from all partners. Ideally, each provider should be so familiar with the process that they are able to route referrals to other providers in the network, and if pressed, could actually work in the central intake area.



We all know what it feels like to get stuck in a planning process. A regional central intake process can feel enormous, and this feeling can deter the most well-intentioned from taking a first step. Taking small, measurable steps helps build momentum for more ambitious goals. 

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By Jeff Doleweerd June 27, 2024
A truly effective central intake hub is not merely a team of staff manually routing referrals behind a veil of complexity; it is an integrated system that dynamically combines public accessibility, algorithmic precision, real-time capacity management, and seamless communication to ensure patients receive timely and appropriate care.
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By Jeff Doleweerd May 14, 2024
Access to community healthcare is paramount for individuals across various stages of life — from seniors desiring to age gracefully in their own homes, to new parents seeking care for their infants and individuals in need of mental health and addiction support. Traditionally, when we mention referrals, the image of a physician sending a document to a specialist comes to mind. However, the landscape of healthcare referrals is evolving, and it's time to redefine our approach. Gone are the days when referral management systems solely relied on healthcare professionals. Take Caredove, for example. What was once considered a referral management system has transformed significantly to a multichannel access management platform. Surprisingly, 43% of referral activity now stems from direct public sign-ups. This shift is monumental, with a staggering 70-fold increase in public service requests compared to pre-pandemic levels in 2019. Clinician referrals will be the minority of service requests activity in our platform by the end of 2024. Why this paradigm shift? During the pandemic, communities learned the importance of direct access to essential services. The notion of gatekeeping community services in any manner like specialist services became obsolete. The crisis strengthened the muscles of direct access, emphasizing the significance of preventive health through social and other services that keep people out of hospitals and other care facilities. Moreover, primary care is under immense strain, with 15% of Canadians lacking consistent access to ongoing primary care. In such a scenario, burdening already stretched healthcare professionals with more referral duties is not sustainable. Accessing services directly not only expedites the process but also empowers individuals to take charge of their own health journey. It signifies readiness for change and recovery, without the artificial requirement of seeing a physician solely for a referral. Primary care remains crucial, and it's imperative to equip them with resources available at their fingertips, enabling them to navigate the healthcare landscape autonomously. After all, patients trust their primary care providers, and we should harness this trust. We also need to foster a culture of self-advocacy and consumer empowerment as part of a broader solution. Community agencies are champions of a healthcare system where individuals are empowered to take control of their health, supported by a network of trusted professionals. In an era of putting patients before paperwork, it is time to embrace direct access and take every bit of unnecessary administrative burden off family doctors and nurse practitioners, in the process.
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May 10, 2024
In the landscape of mental health support, a new trend is emerging: rapid access low-barrier walk-in counseling. This innovative approach is reshaping how individuals access mental health services, providing immediate support without the traditional hurdles of scheduling. At Caredove, we're witnessing the transformative power of collaboration among organizations delivering these services. Let's delve into why this trend is not just groundbreaking but essential. Immediate Suppo rt : Imagine being able to get the help you need right when you need it, without waiting weeks for an appointment. That's the promise of rapid access low-barrier walk-in counseling. It ensures that no one falls through the cracks during times of crisis. Reduced Stigma : By offering low-barrier access, we're sending a powerful message: seeking therapy for mental health concerns is not only acceptable but encouraged. This approach helps break down the stigma surrounding mental health, making support readily available and easily accessible. Increased Accessibility : Not everyone has the means to access traditional counseling services. Some regions have been able to eliminate cost barriers, thereby ensuring that everyone, regardless of financial situation, can access the support they need to thrive. Community Building : Low-barrier walk-in counseling centers can become community hubs, fostering a sense of belonging and support. Preventative Approach : By addressing mental health concerns early and proactively, these services can prevent more serious issues from developing later on. Empowerment : Rapid access low-barrier counseling empowers individuals to take charge of their mental health. By providing immediate support and resources, we're giving people the tools they need to overcome challenges and live fulfilling lives. Cost Savings : While offering these services may seem like a costly investment, it can actually save money in the long run. By addressing issues early, we can reduce the need for more expensive interventions down the line. No physician burden : Rapid access counseling requires no physician referral so does not tap the resources of overextended primary care, or present barriers for unattached patients. Progressive Approach : Embracing rapid access low-barrier walk-in counseling reflects a progressive mindset in healthcare. It's about prioritizing the well-being of all in the community. Stepped Care approach : Rapid access can operate in a stepped care model. During the session, if more specialized services are identified as necessary, individuals can be seamlessly referred to these services by their therapist. Rapid access low-barrier walk-in counseling represents a seismic shift in how we approach mental health support. By embracing collaboration, we can amplify its impact, ensuring that everyone has access to the help they need, when they need it. Together, we're not just changing lives; we're changing the conversation around mental health..
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