Compliance Resource

Download 12 Ready-to-Use Tools to Launch Your Program

Build a Real Intake Risk Process

Check-ins, alerts, and field training all work better when they start from good information. That information starts at intake, the first stop on the Circle of Safety, where your team can flag risk and prepare the right protocols before a caregiver is ever scheduled. This free toolkit gives your team 12 ready-to-use resources to build that process, flagging risk the way Waze flags traffic: before you're in it. Built to hold up under Joint Commission and OSHA scrutiny, and current and growing state mandates.

The first stop on the Circle of Safety.

  • Home health and hospice
  • Behavioral health and social services
  • Home infusion and DME
  • Health plans and payors with field-based staff
  • Any organization sending caregivers into patient homes or the community

Built for organizations with:

Get Your Free Toolkit

Fill out the form below and we’ll send you the ready-to-use tools to help your team identify risk, document concerns, and build a stronger intake safety process.


1.  Intake Risk Assessment Checklist
2. High-Risk Home Visit Planning Guide
3. Intake Documentation Template
4. Intake Risk Review: Time Savings Worksheet
5. Red Flag Library
6. Near Miss Reporting Toolkit
7. Risk Escalation Workflow
8. High-Risk Visit Huddle Sheet
9. Complete Intake Data Sources Guide
10. Field-to-Intake Feedback Loop Template
11. Repeat Patient Risk Review Checklist
12. Committee Dashboard Template

What’s in the Toolkit

12 checklists, templates, and reference guides your team can put to work immediately, from the first intake call to the next committee review.