Process Record an IntakeAdd an Intake
When you receive an intake, you (as the screener) will collect as much information as possible so the safety of the child(ren) can be determined. You must also record enough information for a screening decision maker to determine whether the agency should become involved. The information you collect may also be used for management reporting purposes.
To Add an Intake record, click either the Apply or Save button. The intake will then display on the Intake Workload with the status of Pending.
As the screening decision maker, you review the intake and record a screening decision, sending the intake back to the screener for additional work if necessary. Once a decision is made, you link the intake record to an existing case, or link the intake to create a new case.
Process Record an IntakeFollow the process below to record details to complete an intake record.
From the Home screen, click the Intake tab. The Intake Workload screen appears.
Click the Add Intake button from the Intake Workload header. An Add Intake button is also available at the bottom of the Intake Workload list screen. The Reporter tab screen appears.
An intake is created by clicking on either the Apply or Save button. At any time you can click the Apply button to create the intake, and remain in the record. If you click Save button, the system will create the intake, but will also take out of the intake to the Intake Workload. The intake will display with an Edit link in the column furthest to the right, and a Pending status. Click the Edit link to open the intake record. The Reporter tab will appear.
Record out-of-home care information, if applicable. Also, third party information.
Record a screening decision. (Screening decision maker)
Link an intake to a new or existing case. (Screening decision maker)
