---
title: Intake and Clinician Onboarding | Case Study | Liran Haber
description: A multi-state care provider needed family intake and clinician onboarding to run reliably. Dozens of families and clinicians are onboarded every month, mostly automatically.
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[Case studies](https://liranhaber.com/case-studies?hsLang=en)/Case 02

Case 02 · Healthcare operations

# Connected Intake and Clinician Onboarding for a Care Provider

A multi-state care provider needed its two most critical journeys, family intake and clinician onboarding, to run reliably across operations, HR and billing. I designed both journeys end to end and connected recruiting, CRM, forms, e-signature, documents and one shared messaging gateway around them, keeping key decisions with people. Dozens of families and clinicians are onboarded every month, through a mostly automated process that feels smooth on both sides.

![Case 02 cover: Two journeys. Shared controls. Dozens of families and clinicians every month. Family intake, clinician onboarding, shared controls.](https://liranhaber.com/hs-fs/hubfs/case-studies/case-study-02-cover-v2.png?width=960&height=720&name=case-study-02-cover-v2.png)

## The big picture

### Families

One guided path from first inquiry to a signed onboarding packet.

### Clinicians

Clear standards fast-track qualified candidates, and every exception gets a person's review.

### Shared backbone

Routing rules, documents and governed messaging for both.

## How the system fits together

[![Case 02 system map: Two journeys, one set of controls. Families go from inquiry through a human billing approval to a signed packet and a client record. Clinicians go from candidate through a rules-based standards check to a staff record and state paperwork. Shared backbone: routing rules, document filing, one messaging gateway, exceptions to the team.](https://liranhaber.com/hs-fs/hubfs/case-studies/case-study-02-system-map-v2.png?width=1600&height=1001&name=case-study-02-system-map-v2.png)](https://liranhaber.com/hubfs/case-studies/case-study-02-system-map-v2.png?hsLang=en)

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