Contact Forms

This page outlines key things to know about the new contact form (formerly known as intake form).

Creating a New Form

1. On login, the user is directed to the Search area 
   • Select "Profile Search", enter any two required criteria to enable the “Search Profile” button which is any of the following: 
     • First and last name 
     • Last name and date of birth 
     • Last name and phone number 
     • Last name and zip 
     • Member ID 

Click “Search Profile” and any matches will display in the Profile Matches grid

• • Select the record that matches the consumer you are looking for and click “Create Contact Form For Selected User” to start a contact form for that consumer, if the user isn't listed, please select the "Start New Contact Form" button.   
    
    
  • If no records match the person, you are looking for click “No Profile Matches, Start New Contact Form” button

Transfer Contact Form

1. On login, the user is directed to the Contact Form
2. Enter in data including required information (Contact Basics, Location and any Attachments)
   
   
3. Click “Transfer”
   • A box will appear with a list of all transferable organizations to select from. Select the organization you want to transfer to, and the reason then click “transfer”
     
     
   • An email with a link to the Contact Form is sent to the crisis operator that initiated the transfer as well as an email to the person that the intake form was transferred to.

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Edit Contact Form

1. Click Contact History navigation in the header
   
2. Click View under actions on the row to review and edit

• • Make Changes needed and click Save Progress

Cancel Contact 

1. Click Contact History navigation in the header
2. Click "cancel" on the contact history row to cancel
3. Click "yes" on the pop up that appears
4. Once cancelled, the contact will appear on the contact form in the status of "contact cancelled"