Which statement best describes a key step in the intake and enrollment process?

• A. Referral, initial screening, eligibility assessment, care planning, authorization, service initiation, and onboarding
• B. Conducting annual reviews
• C. Marketing campaigns
• D. Billing reconciliation

Answer: (A)

Intake and enrollment focus on turning a referral into an active, eligible participant who is ready to receive services. The essential flow starts when a referral arrives and moves to an initial screening, which quickly identifies the person’s needs and whether they might qualify. That leads to an eligibility assessment to confirm they meet the program’s criteria. Once eligibility is established, care planning outlines the specific services and supports they will receive. Authorization then approves funding or coverage to move forward with those services. Service initiation puts the plan into action, and onboarding ensures the client and their information are properly set up in the system and that the client knows how to access services.

Other activities don’t fit this phase as tightly: conducting annual reviews happens after enrollment as ongoing reassessments; marketing campaigns are outreach to bring in new referrals; and billing reconciliation occurs after services have been delivered to settle payments.