New Intake

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

5-step process

See Information and Referral.

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.