Which step is typically included in intake and enrollment?

• A. Care planning
• B. Referral
• C. Authorization
• D. Onboarding

Answer: (A)

Care planning is included in intake and enrollment because this stage is where information is gathered and translated into a concrete plan for services. During intake you collect the client’s demographics, eligibility, preferences, and needs, and you use that information to shape a plan of care. The care plan then serves as a roadmap—outlining goals, services to be provided, frequency, responsible parties, and timelines—which guides the rest of enrollment and service delivery.

Referral typically happens before intake to connect someone to services, not as a part of the intake itself. Authorization concerns confirming funding or approval for specific services and usually occurs after a care plan is in place or once services are being accessed. Onboarding is more about orienting the client to the program and processes, which often occurs around enrollment but isn’t the defining element that translates intake information into actionable care.