What is Intake?
Intake is a 5 step process for entering a client and associated Service in one workflow.
Intake is the ONLY place you can create Information activities. From Intake, you can take initial notes and details about a person, then choose to either:
Create an Information or Referral
Hold the data collected for a later decision or appointment via Triage
Create a Client and Service, including conflict check
1. Collect Basic Intake Details
Take the potential client's name, phone number, date of birth, etc. See page here.
2. Additional Parties Conflict Check
To capture any Additional Parties these are persons that are a part of a service, these can be Related or Other Parties. These parties must be conflict checked before the person is created as a Client.
3. Client Conflict Check
This step is to Conflict Check the Client and the Additional Parties before proceeding to capture more details required for the Service.
4. Client Details
This step is where the Client's details are captured and a record of the client is created in CLASS.
5. Service Details
Enter Service details into the fields depending on the type of service the Client is receiving.