For regional center intake teams
Every Social Assessment, done right and on time.
IntakeAlly guides your coordinators through the interview, drafts the SA and CDER, routes them for review, and keeps your invoices, books and payroll in the same place.
No credit card needed. Try it with a practice case and a fictional family.
Case C-0000AB
Social Assessment
- Records reviewed
- Parent interview
- Social Assessment drafted
- CDER filled in
- Reviewer approval
How it works
From referral to approved assessment, in one place
- 1
Bring in the records
Upload the referral and records. IntakeAlly pre-fills the family, history and diagnoses, so the coordinator starts with most of the case already in place.
- 2
Guided interview
Coordinators follow a structured interview with the parent or caregiver, with prompts for every section the regional center expects.
- 3
Drafts written for you
The Social Assessment, CDER and record review are drafted from the interview, in your organization's wording, as Word documents ready to edit.
- 4
Review and send
Reviewers comment, request changes or approve. Approved assessments are ready to send and to bill.
For your coordinators and reviewers
Less typing, fewer missed sections, faster approvals
Social Assessments
Every section drafted from the interview answers and records, with your signature block and regional center wording.
CDER, filled in
Front-page identifiers and the evaluation elements carried over from the interview, so nothing is typed twice.
Record reviews
Relevant records summarized newest first, in a clean document your clinician can proofread.
Reviewer workflow
Comments on each case, change requests, approvals and a clear status for every assessment.
Training built in
Short modules, a quiz and a practice case with a fictional family, graded automatically, before anyone touches a real case.
Coordinator pool
Short on staff? Post a case and certified independent coordinators, including bilingual ones, offer to take it.
For the business side
Billing, books and payroll, without a second system
The work your team finishes becomes an invoice, the regional center's payment lands in your books, and your coordinators get paid for the assessments they completed.
Invoices from approved SAs
Bill the regional center as soon as an assessment is approved, with its authorization number, at the contract rate in effect that day. Renegotiated rates start on their own date.
Books you don't have to reconcile twice
Real double-entry books: payments, bills, expenses, profit and loss, balance sheet. Your accountant gets a read-only login and a QuickBooks export.
Bank feeds
Connect bank and card accounts. Transactions come in for review, rules categorize the regular ones, and reconciliation is a few clicks.
Payroll for employees and contractors
Pay coordinators per completed SA, hourly or salary. Payroll through Gusto pays everyone by direct deposit, files the taxes and issues W-2s and 1099s.
Roles for every hat: administrators, reviewers, coordinators, a bookkeeper who edits the books and an outside accountant who can view and export them.
Privacy
Client records stay with your organization
Assessments involve families' most sensitive information. IntakeAlly is designed so the fewest people possible ever see it.
- Every client record belongs to one organization, and nobody outside it can see it.
- Coordinators see only the cases assigned to them.
- Bookkeepers and accountants work in the books, where clients appear as case numbers, not names.
- Social Security numbers and bank details are never stored. Payroll details are entered on Gusto's secure pages.
Are you an intake coordinator?
Help families get regional center services, on your schedule
With a bachelor's degree in psychology, social work, child development or a related field, you can train for free and take cases remotely. Bilingual coordinators are especially needed.
Become a coordinator
Pricing
Start free for 30 days
Every plan includes assessments, CDERs, record reviews, training, the coordinator pool, books and bank feeds.
Starter
Small practices
- Up to 5 team members
- Up to 25 assessments a month
- Outside accountant login included
Professional
Growing practices and vendors
- Up to 25 team members
- Up to 200 assessments a month
- Outside accountant login included
Enterprise
Agencies and local governments: SSO, custom forms, annual invoicing
- Unlimited team members
- Unlimited assessments
- Outside accountant login included
Contact us for pricing. Agencies and local governments can pay by annual invoice.
Questions
Who is IntakeAlly for?
Practices, vendors and local agencies in California that complete intake Social Assessments and CDERs for regional centers, and the coordinators who do the interviews.
Can it use our own wording and our regional center's details?
Yes. Each organization sets its regional center, signature block, preparer details and call wording, and they appear on every SA and CDER your team produces.
Do we still need QuickBooks?
No. The books, invoices, bank feeds and payroll are built in. If your accountant prefers QuickBooks, they can import everything from the QuickBooks export.
Can coordinators be employees, contractors, or both?
Both. Each person is set up as an employee (W-2) or a contractor (1099), paid per completed SA, hourly or salary, and every rate can change on a date you choose.
How do new coordinators get up to speed?
They complete the training modules, pass the quiz and finish a practice case with a fictional family before they're assigned real cases.
Give your intake team an ally
Set up your organization in a few minutes and walk through a practice case today.