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

Before you start

Step 1

Use the Welcome Packs area or the participant Welcome Pack tab. Choose a template or create a new pack.

Step 2

Choose the participant, confirm included sections and attach required onboarding documents or information.

Step 3

Check the pack content, contact details, privacy information and acknowledgement wording before sending.

Step 4

Send the welcome pack to the participant, nominee or representative. CordoCare tracks whether it has been opened or acknowledged.

Step 5

Create a task or reminder if the welcome pack is not acknowledged in your expected timeframe.

Participant onboarding information is sent and acknowledgement status is visible to the team.

Follow the next task, or explore the product workflow behind this guide.

Record referrals, assess intake, manage waitlist status and convert a referral or waitlist entry into a participant.

Create a service agreement, use templates, send for e-signing and monitor agreement status.

Create tasks, assign owners, link participant work, use due dates and track team follow up.

Bring the questions that matter to your practice. We’ll walk through the records, notes and billing with you.

No account or card needed to request a walkthrough.