1
Open Welcome Packs
Use the Welcome Packs area or the participant Welcome Pack tab. Choose a template or create a new pack.
Back to all guides
Documents and communication
How to send a welcome pack
Create, send and track a participant welcome pack with acknowledgement and onboarding documents.
Coordinators, intake staff, managers and admins
10 minutes
App area: /dashboard/welcome-packs
Before you start
Check these items before changing participant, billing or compliance records.
- Confirm participant contact details and representative details.
- Review the current welcome pack template.
- Have any required documents ready.
Steps
Follow this workflow.
2
Select participant and content
Choose the participant, confirm included sections and attach required onboarding documents or information.
3
Preview participant view
Check the pack content, contact details, privacy information and acknowledgement wording before sending.
4
Send the pack
Send the welcome pack to the participant, nominee or representative. CordoCare tracks whether it has been opened or acknowledged.
5
Follow up incomplete acknowledgements
Create a task or reminder if the welcome pack is not acknowledged in your expected timeframe.
Expected outcome
Participant onboarding information is sent and acknowledgement status is visible to the team.
Related CordoCare guides
How to use waitlist and referrals
Record referrals, assess intake, manage waitlist status and convert a referral or waitlist entry into a participant.
How to send and track service agreements
Create a service agreement, use templates, send for e-signing and monitor agreement status.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
Related feature pages
Want another workflow?
Browse the full guide library or sign in and ask the CordoCare AI assistant for contextual help.