Secure Intake & Onboarding Portals for Rehab and Recovery Centers

Simplify Admissions and Onboarding

Rehab and recovery centers handle two of the most complex processes in healthcare: bringing new staff on board and managing client/patient intakes. Both require sensitive data, signatures, and a mountain of supporting documentation. Too often, this is handled through email, PDFs, or clunky spreadsheets—making the process stressful for staff and confusing for families.

Boilerplate offers a secure, branded portal system that makes intake and onboarding clear, trackable, and simple for everyone involved.

Woman holding the wrist of an elderly man

Rehab Intake Portals for Clients and Families

Admissions teams spend hours chasing missing files and forms. Families and patients, often under stress, struggle to keep track of what’s needed. Boilerplate fixes this with:

  • Secure rehab intake software that organizes everything in one place.

  • On-site intake option: patients can be handed an iPad to quickly complete and e-sign admission paperwork during check-in.

  • Families can then log in later to upload insurance cards, medical history, and any additional required documents.

  • Customizable intake forms that cover IDs, insurance, consent forms, and detailed background info.

  • Built-in e-signatures for admission and consent documents.

  • Clear request tracking so patients and families always know what’s submitted and what’s outstanding.

  • Automated reminders that reduce back-and-forth emails.

  • Rejection/resubmission workflows so incorrect files can quickly be corrected.

Families feel supported from the first moment, and admissions teams can finally breathe easier.

Staff Onboarding Portals for Recovery Centers

  • Secure, branded staff onboarding software for new hires.

  • Collect licenses, certifications, background checks, policy acknowledgments, and e-signatures in one system.

  • Send a standard new-hire request packet, re-usable and customizable for different roles.

  • Track what’s missing, automate reminders, and reject/resubmit incorrect files.

  • Provide HR and compliance staff with a complete digital record—easy to export or audit anytime.

Boilerplate is more than just a file-sharing tool—it’s a paperless intake and onboarding system for treatment centers that delivers clarity, compliance, and security.

Why Recovery Centers Choose Boilerplate

  • Secure communication with patients, families, and staff.

  • Branded portals that reflect your organization’s professionalism.

  • On-site and remote flexibility — admissions paperwork can start on an iPad at check-in, then continue from home via the portal.

  • Built-in e-signatures for intake, consent, and staff onboarding documents.

  • Organized tracking of every intake or onboarding file.

  • Time savings—less chasing paperwork, more time focused on care.

  • Peace of mind knowing every requirement is documented and accessible.

Boilerplate is more than just a file-sharing tool—it’s a paperless intake and onboarding system for treatment centers that delivers clarity, compliance, and security.

Bring Clarity to a Stressful Process

In recovery and rehabilitation, families and staff are already under pressure. The last thing they need is a confusing, disorganized intake or onboarding process.

Boilerplate’s rehab intake and onboarding portals make everything clearer, calmer, and easier—for admissions teams, HR staff, patients, and families.

See how Boilerplate can streamline your center’s intakes and staff onboarding.

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Rehab Intake & Onboarding Portal FAQs

Can patients complete paperwork on-site?

Yes. Admissions teams can hand patients an iPad to complete and e-sign intake forms during check-in. Families can then log in later to upload insurance cards, IDs, and additional documentation.

How does Boilerplate help with rehab patient intakes?

Boilerplate portals let recovery centers collect medical history, insurance, consent forms, e-signatures, and IDs in one secure place—easy to track, clear for families.

Can staff upload compliance documents directly?

Yes. New hires can securely upload licenses, background checks, and certifications. HR teams can reject/resubmit incorrect files with notes.

Do Boilerplate portals send reminders?

Absolutely. Automated reminders reduce delays, and staff can send manual reminders for urgent needs.

Are Boilerplate portals HIPAA secure?

Yes. All communication and file storage is encrypted, making Boilerplate safe for patient health and staff compliance documentation.

Does Boilerplate support e-signatures?

Yes. Both patients and staff can e-sign admission paperwork, consent forms, and compliance documents. All signatures are securely stored and fully trackable.