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Triage

 

Important

Currently Triage can only be created for new clients , you can not merge a triage client to an existing client .

 

Triage is a mechanism to categorise clients or services that are yet to be actioned or determined. For example, it could be used as a waiting bay for clients who have not yet attended an appointment to ensure they are included in conflict check, but without creating their client record prematurely. 

It could also be used by intake officers, volunteers or front desk staff that take down client's initial details and a brief outline of their problem in preparation for a solicitor or caseworker to determine the course of action. 

Triage services can be assigned a priority level. Note: Currently, Triage can only be assigned new clients via Intake.

 

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