Step 3: Client Conflict Check

What is Intake?

Information and Referral

  1. Collect Basic Intake Details
  2. Additional Parties Conflict Check
  3. Client Conflict Check
  4. Client Details
  5. Service Details

Conflict Check

For instructions on how to complete the Client details please refer to the Performing Conflict Check instructions page.

Step 1. The next step is to Conflict Check the Client Details. Enter the required details as shown below and click Search.

Step 2. Click on Save Service. After the Service is created you can proceed to add details to the Clients Details page and the Service Details page, as displayed in Step 4 and 5.