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What is Intake?

Intake is a 5 step process for entering a client and associated Service in one workflow. 

 

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Intake is the ONLY place you can create Information activities. From Intake, you can take initial notes and details about a person, then choose to either:

  • Create an Information or Referral

  • Hold the data collected for a later decision or appointment via Triage

  • Create a Client and Service, including conflict check

 

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titleWhat is Intake?
urlhttp://confluence.classhelpdesk.org.au/display/CM/New+Intake
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titleInformation and Referral
urlhttp://confluence.classhelpdesk.org.au/display/CM/Creating+Information+or+Referral
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title2.Collect Basic Intake Details
urlhttp://confluence.classhelpdesk.org.au/display/CM/Step+1%3A+Basic+Intake+Page
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title2.Additional Parties Conflict Check
urlhttp://confluence.classhelpdesk.org.au/display/CM/Step+2%3A+Additional+Parties+with+Conflict+Check
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title3.Client Conflict Check
urlhttp://confluence.classhelpdesk.org.au/display/CM/Step+3%3A+Client+Conflict+Check
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title4.Client Details
urlhttp://confluence.classhelpdesk.org.au/display/CM/Step+4%3A+Client+Details
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title5.Service Details
urlhttp://confluence.classhelpdesk.org.au/display/CM/Step+5%3A+Service+Details

 

  • Create an Information or Referral

  • Hold the data collected for a later decision or appointment via Triage

  • Create a Client and Service, including conflict check

Step 1: Collect Basic Intake Details

 

Take the potential client's name, phone number, date of birth 

Step 2: Add Additional Party(s) and Conflict Check 

To capture any additional parties these are persons that are a part of a service, these can be Related or Other Parties. These parties must be conflict check before the person is created as a Client. 

Step 3: Client Conflict Check 

This step is to Conflict Check the Client and the Additional Parties before proceeding to capturing more details requires for the Service. 

Step 4: Create Client 

This step is where the Client's details are captured and a record of the client is created in CLASS.

Step 5: Add a Service 

Enter Service details into the fields depending on the type of service the Client is receiving. 

Intake Demo Video


 

 

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