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Online Intake

Saving time with digitization

Save Account Managers valuable time with self-serve Online Intake

EAP Expert Online Intake Solutions
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Provide 24/7 self-serve access to request a service

  • Your end users can request a service without picking up the phone - at their convenience.

Ensure data collection is complete

  • Ensure all information is captured accurately, by allowing the end user to fill out their information.

Save your Account Managers time

  • When clients can input their requests online, rather than on the phone, account managers can review the details quickly and kickstart the process with the end user.
Why Choose Us

Focused on your business needs

Focused solely on the EAP industry, including health care systems and post-secondary institutions, for more than 20 years

  • Easy-to-use solution without the need for extensive customizations
  • Seamless integrations so you can build your ecosystem quickly
  • Tracking capabilities that allow you to make data-fueled business decisions
Online Intake

A modern intake solution that enables efficiencies and positive reviews of your customer service

On demand access for better customer service

100% web-based platform allows account managers to respond quickly to client requests (though those in immediate crisis should call 911)

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Seamless integrations

Online Intake is synched with EAPx every day, so counsellors can review relevant data when starting cases.

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Frequently Asked Questions

Ask us Anything

Online Intake helps save account managers time by taking basic data input off their plates, as well as lengthy phone calls, and allowing their clients to fill out intake information themselves. This also ensures the data is accurate.

The beauty of Online Intake is that the information submitted through Online Intake automatically is attached to the case file, synching with EAPx. This way, there is only one place the account manager or counsellor has to look to see all of the case information.

Yes, you can apply your own branding to the Online Intake forms.

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Learn more about EAP Expert’s Online Intake.

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For over 25 years EAP Expert has been providing software and technology solutions to the EAP industry.

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