{"id":805,"date":"2015-01-27T20:34:39","date_gmt":"2015-01-27T20:34:39","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=805"},"modified":"2017-03-29T00:43:00","modified_gmt":"2017-03-29T00:43:00","slug":"intake","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=805","title":{"rendered":"Intake"},"content":{"rendered":"
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Intake<\/h3>\n<\/div>\n

\"\"<\/p>\n

Use the Intake <\/strong>record to document details about a client’s referral and program enrollment.<\/p>\n

To enter a new Intake record:<\/p>\n

1.\u00a0 Open the client file, go the History section, and select the Create button to access the New History Item Helper.<\/p>\n

2.\u00a0 Select Intake, and select the related Create button to create a new record.<\/p>\n\n\t\t<\/div>

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Referral, Assessment, and Enrollment<\/strong><\/p>\n

Depending on the responses you select in the record, additional fields will appear for you to record details about:\u00a0 referral source, presenting issues, eligibility assessment, and enrollment.<\/p>\n

You can save the record at any time and reopen it at a later date to continue recording intake details.<\/p>\n

Tip:\u00a0<\/strong> use the Next<\/strong> button to go to the Housing Preferences<\/strong> section of the record.<\/p>\n\n\t\t<\/div>

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Discharge<\/strong><\/p>\n

While the client is enrolled, all of the Discharge fields are hidden.\u00a0 When the client is discharged, reopen the Intake record and uncheck the Client is Currently Enrolled<\/strong> checkbox; this will bring the Discharge fields into view so you can record all of the discharge details:<\/p>\n

\"\"<\/p>\n

When you are finished, save and close the record.<\/p>\n\n\t\t<\/div>

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Continue to Outbound Referral<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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