The Intake module Process Intake feature is used to process applicant intake into housing and day programs, and to create new client or program history records for those applicants.

TIP:  It is not necessary to process applicant intake.  This process need only be completed if it is necessary to begin entering data outside of the referral record prior to the applicant's admission; for example, within the face sheet.  Once intake has been processed, the applicant will be seen as "pending" throughout the system.

Required Permissions

Permissions required to use this feature are:

• General Chart Access - Users must have chart access to the program associated with the applicant for whom intake is to be processed.
• Data Entry / Access - Unless the user is in the "Intake Staff" user group, he or she must have the "Referrals Data Entry" and "Program Admission/Discharge" permissions in order to process applicant intake.

TIP:  Intake can only be processed if the applicant has an interview scheduled in his or her referral record, and if the status of his or her referral record is unresolved.

Related Topics

Processing Applicant Intake
Re-Processing Applicant Intake