CareTech GroupFacility onboarding system
Concept preview

From signed contract to go-live — every partner, accountable.

One intake, sliced automatically to every partner. Real-time visibility on who's doing what, and nothing slipping through the cracks.

How it works

ContractSigned & e-verified
IntakeOne form, sliced
Fan-outEach partner notified
AccountableTracked to go-live
Explore the system
Three connected views — click any one to walk through it.
Facility fills out

Intake form

One smart form captures everything once — then routes each detail to the right partner. Toggle "show partner routing" to see the slicing live.

Open form
Your team runs it

Command center

Every facility against every partner in one board. Red = overdue. Click a facility to see the full fan-out, SLA timers, and escalations.

Open dashboard
Partners update

Partner portal

Each partner clicks their secure link and sees only their tasks + their slice of the data. One tap updates you. Switch partners to compare.

Open portal

Why this beats plain CRM

  • Capture once, slice to every partner automatically
  • Every stage triggers its own emails & reminders
  • Partners report back — by webhook or one-tap link
  • Overdue work escalates itself, nothing is dropped

The plan

How we build this in phases — starting with a working MVP, then the accountability layer that makes it yours.

View proposal & scope
Concept preview — front-end only. Every screen is a working mockup; nothing is wired to live systems yet. Branding and sample data are placeholders.