Intake Forms

This page outlines key things to know about the intake form.

Creating a New Form

1. On login, the user is directed to the Profile Search 
   • Enter in required criteria to enable “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 Intake For Selected User” to start an intake form for that consumer  
   • If no records match the person, you are looking for click “No Profile Matches, Start New Intake” button

Transfer Intake Form

1. On login, the user is directed to the Intake Form
2. Enter in data including required information (Current Location)
3. Click “Transfer”
   • A dropdown will appear with a list of all Operators. Select the operator you want to transfer to and click “transfer”
   • An email with a link to the Intake 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 Intake Form

1. Click Intake History navigation in the header
2. Click Edit on the intake row to change
   • Make Changes needed and click Save Progress

Cancel Intake

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