About Us — Blueprint Care Intake Manager

Our Story

It started with a training problem.

Across both in-person and overseas teams, we kept facing the same challenge: intake is complicated to teach, and even harder to manage while you are still training the people responsible for moving cases forward.

Employees needed more than instructions. Managers needed more than spreadsheets. Teams needed a way to understand what should happen next, while leadership needed a way to see whether cases were actually moving.

“How do we make intake easier to learn, easier to manage, and harder for a referral to fall through the cracks?”

The question that became Blueprint Care Intake Manager.

Experience Behind the Product

We have lived the workflow from multiple sides.

Our experience spans organizations including Preferred Home Care, Edison Home Care, People Care, Advent Health (CHHA), and United Jewish Council — not only within intake, but throughout the departments that intake depends on.

Intake LeadershipIntake Director, Intake Manager, supervisors, and frontline intake experience.

CoordinationCoordination operations and supervisory experience connecting intake to active service.

AuthorizationsAuthorization specialist and supervisory experience navigating payer requirements.

Welcome & OnboardingWelcome-team supervisory experience supporting the transition from referral to care.

Why We Built It

The pain points were too familiar to ignore.

Over the years, the same operational gaps kept showing up: referral processes that were difficult to standardize, data that was difficult to see in time, training that relied too heavily on knowledge gained through experience, and CRMs that were not built around the realities of intake.

Referral gaps Training complexity Case visibility Pipeline management Data tracking Workflow consistency Customizability

We trained teams.

We saw how difficult it was to turn years of intake knowledge into something a new employee could understand and follow consistently.

We managed the consequences.

When a workflow was unclear, managers had to step in, retrain, chase follow-ups, find stalled cases, and still keep the rest of the operation moving.

We saw the data gaps.

Traditional systems could store information, but they did not always tell an intake manager what needed attention now, where referrals were getting stuck, or what the pipeline was likely to produce next.

So we built around intake itself.

Blueprint Care Intake Manager was designed around the actual referral journey — guiding employees through the process while giving managers the visibility, reporting, and control they need to run intake.

Created By Intake Professionals

Experience shaped the product.

David Villafane

Co-creator of Blueprint Care Intake Manager, bringing intake leadership and broader home-care operations experience into the product’s workflow, reporting, and manager-facing design.

Marcela Perez

Co-creator of Blueprint Care Intake Manager, bringing hands-on intake and operational experience into a platform designed to make complex processes easier for teams to understand and manage.

For Intake, By Intake.™

Built from experience.
Designed for what comes next.

Blueprint Care Intake Manager turns the lessons of years spent inside home-care intake into a system built to guide teams, support managers, and move more referrals toward active care.

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We built the system we wished we had.