From first inquiry to matched caregiver — AI handles the intake
Our AI collects client responses, runs structured intake interviews, and helps match the right caregiver to each client — so your team focuses on care, not paperwork.
Intake Interviews
AI conducts structured intake calls
Smart Matching
Pairs caregivers by skills & preferences
Instant Readiness
Clients ready for care in hours
How AI Onboarding works
Every new client goes through a consistent, AI-guided process — so nothing gets missed and care starts faster.
Every intake step, handled automatically.
Compliance Verified
Flags missing requirements instantly
Documents Requested
Auto-send required form checklist
Summary Generated
AI creates a ready-to-review profile
Caregiver Matching
Skills, availability, and fit analysis
Preference Capture
Schedule, language, gender preferences
Needs Assessment
Structured questions about care needs
AI Intake Call
Automated voice or chat interview
From Inquiry to Matched Caregiver
The AI walks every new client through a thorough intake, then surfaces the best caregiver match — so your coordinators make great decisions fast.
AI Supports Intake
AI helps guide intake through voice or chat using the workflow your agency wants to follow.
Information Gets Organized
Client details, care needs, preferences, schedule, and requirements are structured into a clear record for your team.
AI Surfaces Insights
AI highlights useful context, possible caregiver options, and recommended next steps based on your workflow.
Your Team Reviews
Admins review the profile, make decisions, and stay in control of approvals and scheduling.
Care Moves Forward Faster
With less back-and-forth and better visibility, your team can move cases forward more efficiently.
What the AI captures during intake
Structured data collected automatically — no manual forms, no missed details.
Schedule availability
Preferred days, times, and frequency
Care level needed
ADL support, medical care, companionship
Cognitive & physical needs
Mobility, memory, safety considerations
Language preference
Primary language and communication needs
Caregiver gender preference
Client comfort and cultural preferences
Medical conditions
Diagnoses, medications, allergies
Family contact info
Emergency contacts and decision-makers
Insurance & authorization
Coverage, authorization numbers, billing
AI Onboarding
Let AI handle the intake so your team can focus on care
Stop chasing forms and playing phone tag. Nessa's AI collects everything you need from new clients and surfaces the right caregiver match — before your coordinator even picks up the phone.
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