Link an Intake to a Specialized A/I

Process: Record a specialized assessment/investigation

The specialized A/I addresses the response to a CA/N intake report. You must associate this intake, as well as any other relevant intakes, with the specialized A/I record. The roles of the participants in the specialized A/I are identified on the intake record(s).

To link an intake to a specialized A/I record, complete the following steps:

1. From the Participant Information screen, click the Link Intake button. The Available Intakes screen appears. It lists the intake reports associated with this case.

2. Click the check box next each intake you want to link to this specialized A/I record.

3. Click the Save button. You are returned to the Participant Information screen. The Intake Information grid displays the selected information.

4. Click Next Task to continue.