Intake Header

This screen displays at the top of all the tabs within the intake. The information is system generated, populates details based on what is being recorded in the report, and there are editable fields, but only for the intake received date/time, and the intake method. System generated fields cannot be edited by the user. Fields that populate based on what is being recorded will only change when the information is changed from which these data is pulled. These data are pulled from within the intake report, and from the person profile record if there any hazard recorded, and/or if the person record is identified as needing an interpreter.  

Top Row

• INTAKE ID: Once an intake is added, the system will automatically generate the Intake ID. The intake ID cannot be changed. Near the intake ID, you may see standard icons near based on what is recorded/or system generated. Based on the selection of an optional priority from the Basic tab, you may see one of three intake priorities: . The system may automatically mark the intake priority as high based on the information entered in the intake report. If the intake is marked as restricted, the system will display near the intake ID. If the intake is marked as an emergency during the decision and saved, the priorities icon will be replaced and the system will display:

• INTAKE STATUS: The intake status will display based on the status selected next to the Save, Apply, and Cancel buttons at the bottom of your screen. The system defaults to display the intake status as Pending when an intake report is added, until it is changed by the screener or screening decision maker. The three intake statuses from which to select are Completed, Pending or Research. The system will display any change in status once the status is changed, and the report is then saved.

• DATE/TIME CREATED: The date/time created will reflect the date/time the intake was added. It is automatically system generated and can not be changed regardless of the date and time the intake is recorded as received.

• INTAKE CATEGORY: The Intake Category is system generated based on the intake category selected on the Basic tab. Also, on the Basic tab, if you select Yes for the question: Does this report require a Specialized Assessment/Investigation? the Specialized tab will appear in the tab row. Next to the intake category, the system will display:  

• INTAKE TYPES: The Intake Types area will display the intake types as selected on the Basic tab. In this area of the screen; if an intake participant has a safety hazard recorded on their person profile record, the system will display: to the right of the intake type. If the participant has limited English proficiency, the system will display: in this same area of the screen.  

Bottom Row

• Received: The Received field you have the option to let the system generate the current date/time, or you can enter the actual date/time the intake was received. The date/time field can not be future dated. Once the intake decision is saved you can not change the date and time the intake was received.

• Method: The Method field defaults to Phone. You can click in this field to change the method in which the intake report was/is being received. The Screener name defaults to who added the intake and can not be changed.

• Screener/Claimed: Next to the method field the system automatically displays the name of the screener/screening decision maker who added the intake; and next to that name, the name of who has claimed the intake. (see Claim an Intake) The agency name will display the worker's agency and cannot be changed.