Member Intake Flow

This video walkthrough demonstrates the member intake experience after receiving an invitation from a care navigator.

The Member Intake Flow

1. Step 1: Account Creation at care.tavahealth.com. The member will receive an email from tava to complete their account creation. They will need to enter the same date of birth and email used by the care navigator, and create a password.
2. Step 1: Account Setup. To setup the member's account, they will be required to add basic information such as phone number, address, and emergency contact.
3. Step 3: Confirm Coverage. This step will show the sponsoring organization with the number of covered sessions.
4. Step 4: Confirm Insurance. If a care navigator has already added member insurance, this step will already be completed. Otherwise the member can add their insurance coverage information for future sessions.
5. Step 5: Complete Assessments. Members will take two short assessments, the PHQ‑9 and GAD‑7 assessments. These short, evidence‑based assessments will be repeated every 4 weeks to support care planning and progress tracking.
6. Step 6: Accept Provider Policies. Within 24 hours of the appointment being scheduled, members must accept their provider's late cancellation and no-show policies, and add a credit card to cover associated fees. Please note that FSA/HSA cards are not valid coverage methods for fees.
7. Step 7: Appointment Confirmed. Members will receive an email confirmation and text reminder 1 day, 1 hour and 15-minutes before each session with the link to join their session. Members can edit their email preferences at anytime from the Preference Center accessible from any Tava email.