Client Management
Client Intake for PSWs
Move from first conversation to an organized client setup with structured intake forms and onboarding.
Why use this feature
Why Use Client Intake for PSWs?
Step by step
How Client Intake for PSWs Works
Send or Complete Intake Form
Use a built-in or custom intake form to collect client information.
Review Information
Review the submitted intake details for completeness.
Create Client Profile
Intake data flows into a new organized client profile.
Start Care Planning
Begin building care plans and scheduling visits for the new client.
Availability
Free vs Pro Access
Available on PSWPro Free
- Basic intake form
- Client profile creation
With PSWPro Pro
- Custom intake forms
- Consent collection with e-signatures
- Automated onboarding workflow
Learn more
Related Resources
PSW Documentation Examples: A Practical Guide
Clear PSW documentation helps create an accurate record of the care, support and observations made during a client visit. It allows authorized care providers to understand what happened, identify important changes and continue providing consistent support.
Best PSW Software in Canada: 2026 Selection Guide
Personal Support Workers provide essential assistance to seniors, people with disabilities and individuals who need support with daily living. However, delivering care is only one part of operating an independent PSW practice or home-care business.
PSW Software for Canadian Care Providers | Complete Guide
Managing personal support services requires more than delivering excellent care. Personal Support Workers must also organize client information, schedules, care plans, visit notes, invoices, timesheets and expenses.
Frequently Asked Questions
Can I customize the intake form?
Yes. Pro users can build custom intake forms with their own fields and questions.
Does intake create a client profile automatically?
Yes. Intake information flows directly into a new client profile.
Can I collect signatures during intake?
Yes. Pro plans support electronic signatures on intake and consent forms.
Ready to Put Client Intake for PSWs to Work?
Start with a free account and upgrade when your practice needs more.