NEW CLIENT INTAKE FORM

Adaley Inc. Guidelines For Service

1 Our Shared Role

Adaley Inc provides the administrative framework (payroll, taxes, and insurance) so you can receive personalized support. Under our EOR model, you identify the caregiver who best fits your family’s culture and needs, and we hire them as an Adaley employee to work specifically with you.

Under our full service agency model, you tell us what your coverage needs and care preferences are and will be match you with support professionals on our roster.

2 Managing Your Caregiver

Because your caregiver is someone who works in your home and with your loved ones, you are responsible for the day-to-day direction of services:

  • Scheduling: You and your worker may coordinate all dates and times directly.
  • Training: You provide instructions on the client’s specific care routines, house rules, and safety needs.
  • Daily Supervision: You oversee the worker’s performance and ensure they are meeting your family's expectations.
3 Timekeeping & Billing Rules

To ensure your worker is paid on time and we remain compliant with Regional Center regulations:

  • Minimum Shift: The shortest billable session is 15 minutes.
  • Rounding Rule: Shifts are rounded to the nearest quarter-hour using the standard 7/8 minute rule (e.g., 1 to 7 minutes past the quarter-hour rounds down; 8 to 14 minutes rounds up).
  • Authorization Limits: You must ensure the worker stays within the total hours authorized by your Regional Center and avoids unauthorized overtime. Adaley Inc. cannot pay for hours that exceed your current authorization.
Form Example: A shift variance of 1:07 becomes 1:00; whereas 1:08 rounds up to 1:15.
4 EVV & Shift Approvals (Required)

California law requires Electronic Visit Verification (EVV) for all services.

  • The App: Your DSP must clock in and out using our mobile system (Aaniie SmartCare) at your location.
  • Sign-Off: At the end of every shift, an authorized individual must review and sign off on the digital record.
  • Payroll Deadline: We cannot process paychecks without a verified EVV record and your signature. Timely approvals ensure your worker is paid on schedule.
5 When to Contact Adaley

While you manage the daily schedule, please notify our office immediately if:

  • Safety/Incidents: Any injury or emergency occurs involving the client or worker.
  • Changes: You receive a new authorization or your Service Coordinator changes.
  • Hiring/Terminating: You have a new person to refer for hire, or you no longer wish to work with a current employee.
  • Support: You have questions about regional center, your services, or the Aaniie SmartCare app.
1 Client Information
Client first name is required.
Client last name is required.
Address line 1 is required.
City is required.
Valid zip code is required.
2 Your Information (Person Filling Out This Form)
Your first name is required.
Your last name is required.
Please state your relationship to the client.
A valid 10-digit telephone number is required.
A valid email address is required.
Please select at least one contact option.
Please choose at least one preferred time option.
3 Regional Center & Oversight
Regional Center selection validation is required.
Emergency contact first name is required.
Emergency contact last name is required.
Emergency contact telephone line is required.
Environmental habitability verification check is required.
4 Worker Schedule Preferences
5 Attestations & Electronic Consent
You must explicitly review and accept all 5 mandate clauses to proceed.
Legal digital execution validation signature field cannot stay blank.
Thank you! Your intake registration has been successfully submitted.