01
What do I need to do next?
One clear next action on the home screen — never a maze of menus.
CH360 Member Portal
A front door your members can actually walk through.
People ask for help, complete intake, share insurance, sign forms and request a visit — all from their phone. Your team reviews and accepts it in CH360 without retyping a single field.
- No app to install
- Works on any phone
- English & Spanish
- Flows into CH360
Designed around the member
Three questions answered the moment they sign in.
02
Has someone received my request?
A receipt with a request ID, and status that moves from received to reviewed to confirmed.
03
Who can help me?
Your assigned team, how to reach them, and a callback option when no time slot fits.
The member journey
From “I need help” to “You’re confirmed.”
Tap a step to see what your member sees — and what your team gets.
Example organization
Riverside Community Partners
Illustrative screen
What’s inside
Every feature earns its place in your workflow.
Guided or standard intake
Members describe needs in their own words or use a regular form — same questions, same rules.
Business valueComplete intakes arrive ready to review, not rebuilt by hand.
Insurance card capture
Photograph a card and confirm the proposed fields. Multiple coverages and “no card” are both fine.
Business valueCleaner payer data up front means faster billing setup later.
Smart consent packets
Only the forms that apply to the person, program and state — each signed, versioned and downloadable.
Business valueAudit-ready signatures without chasing paper.
Request-to-confirm visits
Members pick a time, visit type and interpreter needs. Your team confirms or proposes another time.
Business valueYour calendar stays in your control — no double-booked slots.
Private document vault
Upload requested documents, see review status and download personal copies.
Business valueNo more emailed photos of IDs or lost paperwork.
Intake review queue
New requests, missing paperwork, possible duplicates and visit requests in one staff view.
Business valueAccept, link or correct in a click — then it flows into CH360.
Safe reminders
Generic reminders through the channel the member chose, with quiet hours and details kept behind login.
Business valueFewer missed steps without putting anyone at risk.
Saved drafts & receipts
Progress saves securely and resumes at the unfinished step, on any device.
Business valueFewer abandoned requests from people who ran out of time.
Two sides, one record
Members submit. Your team decides. CH360 does the typing.
Step 1
Member submits
Intake, insurance, forms and visit request — with a receipt.
Step 2
Review queue
Staff see new requests, missing paperwork and possible duplicates.
Step 3
Accept or link
Create a new client or link an existing record — in one step.
Step 4
Into CH360
Programs, dashboards, billing and reports pick it up automatically.
After acceptance, member changes come in as requests your team approves — they never overwrite staff corrections, internal notes or signed documents.
AI that helps, never decides
“Help me complete this.”
AI sits inside each task as an optional helper — not a chat wall that replaces the screen. Members can finish every essential step without it.
Optional · Reversible · Member-confirmed
Guided intake
Describe needs in everyday language and review the suggested answers.
GuardrailNever guesses race, identity, disability or consent. Every answer is confirmed by the member.
Card & document capture
Photograph a card and see proposed details beside the image.
GuardrailShows confidence and missing fields. Never decides coverage or eligibility.
Next-step helper
Ask why a form is needed, what is left, and how to get help.
GuardrailAnswers only from your approved instructions and the member’s own status.
320px
Works on the smallest phones
Built for real lives
No one gets turned away by a form field.
A phone visit never demands a mailing address. A missing card never blocks help. People with missing information can save and ask for assistance — and staff can complete intake on their behalf.
- No fixed address
- No insurance card
- Shared or borrowed phone
- Low bandwidth
- Interpreter needs
- English & Spanish to start
How we measure success
What we track with every customer.
Targets we measure with your team and members against your own baseline — not guarantees.
- of members finish the core journey without help
- 80%+of members finish the core journey without help
- less staff time re-entering intake data, vs. your own baseline
- 25%less staff time re-entering intake data, vs. your own baseline
- acknowledged submissions lost
- 0acknowledged submissions lost
- members able to see another member’s information
- 0members able to see another member’s information
Trust built in
Security and accessibility are launch requirements, not add-ons.
HIPAA-compliant ch360.app
The portal runs inside the same secure CH360 platform your staff already use.
Member ≠ staff
Members only see their own requests. They never get staff roles or organization-wide access.
Every action on record
Acceptance, confirmation and signatures are separate, audited events.
Built for WCAG 2.2 AA
Large touch targets, keyboard and screen-reader friendly, works from 320px screens up.
Available today
From the front door to full coordination — all live in CH360.
Live today
Complete front door
- Member accounts
- Guided & standard intake
- Insurance upload
- Signed consents
- Request & confirm visits
- Private documents
- Staff review queue
- Safe reminders
Live today
Ongoing social care
- Care-team messaging
- Member-visible goals
- Referral status
- Check-ins
- Family & proxy access
- Telehealth
- Eligibility checks
Live today
Proactive coordination
- Voice assistance
- Opt-in deadline reminders
- Consented multi-CBO sharing
- Calendar sync
- EHR connections
Fewer abandoned requests. Zero retyping.
See how the CH360 Member Portal fits your programs, forms and state.
Book a demo