Link an Intake

Process: Record the intake decision and assignment

After recording the screening decision (Screened In or Screened Out), the screening decision maker will link the intake to a case record. You can link it to an existing case or create a new case record to which the intake is linked. When a new case is created, the system will display intake participants and a case reference person is selected. A "case profile" with basic case information is added to the case, and a worker is assigned.

If a screened-in intake is linked to a closed case, the case is reopened. Otherwise, there is no change to the status of a case to which an intake is linked.

To link an intake to a new or existing case, complete these steps:

1. Select the Link link from the furthest column left of the intake. The Link Case screen appears.

The system performs the following actions:

• If this is a screened-in CA/N, dependency, or family in need of services intake, the system sets the case category to "Investigation/Assessment" and the case status to "Open."

• If you are linking the intake to a closed case, the system reopens the case.

• If this is a screened-out intake, the system sets the case category to "N/A." The status of an existing case to which the intake is linked remains unchanged.

• The agency of the worker who created the case becomes the owner of the case.

2. Click Create Case. The information in the intake record is carried over to the case record.
   
   Or click Link next to the ID of the case to which you want to link the intake.  
   

   1. Click Create Case on the Link Case screen. The Create Case screen appears. This screen lists participants in the intake. As a default, each person is selected as a participant in the new case.

   2. If any participants in the intake will not be participants in the case, clear the check box in the Select column.

   3. Select the case reference person (CRP) in the Case Reference Person field. A case may have only one CRP.

   4. Click Save. The system creates a new case ID and links the intake to that case. The Work Assignments screen appears.

   5. Select the worker to whom you want to assign the new case.

3. For the Case Reference Person, select from the list of participants.

4. Click Save. The system returns you to the Intake Workload. A green heading displays above the intake workload: Intake ID number (link) has been linked to Case ID (link). You can note the case number for later and continue working in the intake workload.

5. Select the Case ID number link. The system takes you to the new case's Case Overview screen. The Assignment Information area displays the worker who created the case, their role, and agency.