Link an Intake to a Family Assessment

Process: Record a family assessment

The intake report, and any other relevant intakes, must be linked to the family assessment. The intake disposition is associated with the assessment disposition, which is recorded on the Case Analysis tab.

To link an intake to a family assessment, complete the following steps:

1. From the Participant Information screen, click the Link Intake button. The Available Intakes screen appears. It lists the intake records that are linked to the associated case and intakes that have not already been linked to the family assessment.

2. Select the check box next to the intake record(s) you want to link to this family assessment.

3. Click the Save button. You are returned to the Participant Information screen. The intake you just selected appears in the Intake Information section.

4. Click Next Task below to continue.