graph TD %% Initial Contact Phase Start[Initial Inquiry Call] --> Greeting[Warm Professional Greeting] Greeting --> GatherBasics[Gather Basic Information] %% Initial Information Gathering GatherBasics --> InitialInfo[Collect: Name, Phone, Location, Service Need, Urgency] InitialInfo --> LeadSource[Document Lead Source] LeadSource --> ServiceType{Type of Service?} %% Payment Type Branch ServiceType -->|Private Pay| PrivatePay[Private Pay Process] ServiceType -->|Insurance/LTC| Insurance[Insurance Verification] ServiceType -->|Medicaid| Medicaid[Medicaid Verification] %% Insurance Branch Insurance --> VerifyBenefits[Verify Benefits] VerifyBenefits --> CoverageCheck{Coverage Adequate?} CoverageCheck -->|No| DiscussPrivate[Discuss Private Pay Options] CoverageCheck -->|Yes| AssessNeed[Schedule Assessment] %% Medicaid Branch Medicaid --> CheckEligibility[Verify Eligibility] CheckEligibility --> EligibilityStatus{Eligible?} EligibilityStatus -->|No| DiscussPrivate EligibilityStatus -->|Yes| AssessNeed %% Private Pay Process PrivatePay --> RateDiscussion[Discuss Rates & Minimum Hours] RateDiscussion --> DepositExplain[Explain 2-Week Deposit] DepositExplain --> ClientInterest{Client Interested?} ClientInterest -->|No| CaptureReason[Document Reason] CaptureReason --> FollowUpPlan[Create Follow-up Plan] FollowUpPlan --> Future[Add to Future Contact List] ClientInterest -->|Yes| AssessNeed %% Assessment Scheduling AssessNeed --> UrgencyCheck{How Urgent?} UrgencyCheck -->|Immediate| Today[Schedule Same Day] UrgencyCheck -->|24-48hrs| Tomorrow[Schedule Within 48hrs] UrgencyCheck -->|Standard| Regular[Schedule Regular Visit] Today --> PreAssessment[Pre-Assessment Prep] Tomorrow --> PreAssessment Regular --> PreAssessment %% Pre-Assessment Phase PreAssessment --> SendInfo[Email/Mail Information Packet] SendInfo --> PrepNurse[Brief Assessment Nurse] PrepNurse --> ConfirmVisit[Confirmation Call] ConfirmVisit --> VisitConfirmed{Visit Confirmed?} VisitConfirmed -->|No| Reschedule[Attempt Reschedule] Reschedule --> AssessNeed %% Assessment Visit VisitConfirmed -->|Yes| Assessment[Conduct Assessment] Assessment --> AssessmentType{Payment Type?} %% Private Pay Assessment Branch AssessmentType -->|Private Pay| ReviewFees[Review All Fees] ReviewFees --> CalculateDeposit[Calculate 2-Week Deposit] CalculateDeposit --> PresentAgreement[Present Service Agreement] PresentAgreement --> DepositReady{Ready for Deposit?} DepositReady -->|No| PaymentPlan[Discuss Payment Options] PaymentPlan --> DepositReady DepositReady -->|Yes| CollectDeposit[Collect Deposit] CollectDeposit --> Paperwork[Complete Paperwork] %% Insurance/Medicaid Assessment Branch AssessmentType -->|Insurance/Medicaid| VerifyPlan[Verify Care Plan] VerifyPlan --> Paperwork %% Final Documentation Paperwork --> ServicePlan[Create Service Plan] ServicePlan --> Schedule[Schedule Start Date] Schedule --> CareMatch[Match with Caregiver] %% Quality Assurance CareMatch --> QA[Quality Assurance Review] QA --> Setup[Setup in Billing System] Setup --> Welcome[Send Welcome Packet] Welcome --> Complete[Intake Complete]