PCA Client Onboarding

Getting Started as a New PCA Client

People starting services with Best Care for the first time will go through a straightforward onboarding process designed to gather the information we need to provide safe, high-quality care while setting clear expectations from day one. This typically includes: 

• Completing an intake form
• Reviewing program policies
• Signing a written service agreement
• Authorizing medical record release so we can coordinate care effectively with your health care providers

We know paperwork can feel overwhelming. Our team is here to make sure you are confident about what you're agreeing to before you sign anything.

PCA Transfer: Changing Your PCA Services to Best Care

Are you or a loved one currently receiving services through another agency and considering a PCA transfer? We regularly help clients move their services to Best Care when they're looking for more responsive support, better communication, or simply an improved overall experience. 

A PCA transfer generally does not require you to start your assessment process over, as your existing eligibility carries over. Our team will help coordinate the transition with your current agency, so your care continues without disruption.

We also welcome a PCA referral from case managers, social workers, healthcare providers, or family members who know someone who could benefit from switching to Best Care. If you're making a referral on someone else's behalf, our team can walk them through next steps.

Complete the Client Self-Onboarding Form

The Client Self-Onboarding Form is the primary intake document used to gather essential information about the person receiving care, including contact details, medical history, current agency status, and preferred PCA support. 

This form also includes the Provider Written Agreement, which outlines:

• The responsibilities of both the client and Best Care
• Administrative fee structures
• Grievance procedures
• Medical release authorizations
• An acknowledgment of the materials you've received. 

Completing this form helps us build a care plan that truly reflects your needs from day one.

Review the CFSS Client Policy Manual