Once an intake record has been saved or completed, it may be necessary to change the intake category as more information is collected or clarified. The screener or screening decision maker may change the intake category. When the category is changed, the intake types may need to be changed as well.
Change the intake category by completing the following steps:
From Intake Workload, click the Decision link.
Select Pending from the Intake Status drop down list.
Click Save to exit the intake. Click the Basic tab to change the intake category. The Basic information screen appears.
Select the new category in the Intake Category field. An Intake Category Change warning screen appears.
Review the warning. Based on the change in category, they system may remove non-applicable data, or additional data may be required to complete the intake. The system will display validation messages to assist in the completion of these requirements.
Select Continue button to change the intake category.
Select the correct type(s) in the Intake Types field, then click Add >. You can select more than one type.
Review the rest of the intake screens and make any necessary changes.
If the intake is complete, select Complete from the Intake Status drop down list at the bottom of the screen.
Click Save. You are returned to the Intake Workload.
If you are the screening decision maker, click the Decision tab to complete the screening decision.