Write standard work for intake handoffs

First sessions are starting with missing consent, unclear eligibility, and incomplete clinical fit review because the intake process is remembered differently by role. Standard work: sequence, owner, timing, done signal, exception path The common trap is writing a long policy that describes ideals but never tells the next role exactly when work is ready to receive. Name the sequence Referral received -> eligibility checked -> consent packet complete -> clinical fit reviewed -> first-session confirmation sent. A visible sequence lets the team see where handoffs occur. Handoffs are the usual failure points, so they need more precision than single-role tasks.…

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