Processing Applicant Intake

To process applicant intake, complete the following steps:

From the AWARDS Opening Menu page, click Intake / Admission. The Intake Records Search page is displayed.

Click the Program drop-down arrow and select the program associated with the applicant for whom intake is to be processed.
Click the Database drop-down arrow and select "Data Entry."
Intake is processed from within the applicant's referral record. Narrow referral selection by entering either a name or a screening date range on this page.

First Name, Last Name, Alias	Type the applicant's name, initials, and/or alias in these fields. Only those referrals for the selected program and name, initials, or alias will be available for intake processing.
Date Range	Make changes to the default date range as necessary. Only those referrals for the selected program that have screening dates within this range will be available for intake processing.

TIP: If a name, initials, or alias are entered, the Date Range option will not be used in the records search, regardless of whether the default date range has been adjusted.

Click SEARCH/CREATE. The Referral Search Results page is displayed.

This page contains a list of those existing referrals matching the search criteria entered on the Intake Records Search page.

From the "Applicant" column click the name of the applicant for whom intake is to be processed. The Referral Information Form page is displayed.
Review the applicant's referral, and verify that:

Referral source information has been entered � Referral source information must be entered before intake can be processed.
An interview has been scheduled � The referral disposition status must be set to indicate that an interview has been scheduled for the applicant; for example "1st Intake Interview."

Click Process Intake. The Process Intake page is displayed.

TIP: If a client record already exists for this applicant, information from that record defaults to the fields on this page. If a client record does not exist, information such as first and last name defaults from his or her referral record.

Configure all fields and options on the Process Intake page.

Available options:

First Name	In this field, make changes to the applicant's first name as necessary.
Last Name	In this field, make changes to the applicant's last name as necessary.
Gender	Click this drop-down arrow and select the applicant's gender.
Social Security #	In this field, type or make changes to the applicant's social security number (using nnn-nn-nnnn format).
Birth Date	In this field, type or make changes to the applicant's birth date (using mm/dd/yy format).
Intake Date	Click this drop-down arrow and select the applicant's intake date. TIP: Users with the "Startup Period Backdating" permission must type the intake date into this field (using mm/dd/yy format) rather than select it.

TIP: All fields and options on this page are required.

Click UPDATE. The applicant's intake is processed, and his or her face sheet is displayed on the Consumer Face Sheet page.

TIP: If a face sheet already exists for this applicant, information from that record default to the fields on this page.

At this time, the user may:

Return to the applicant's referral record � To do so, click Referral Information Form at the top of the face sheet. The Referral Information Form page is displayed.
Update the face sheet � For more information, please see Updating a Face Sheet.
Return to the Opening Menu page � To do so, click Opening Menu at the bottom of the face sheet. The AWARDS Opening Menu page is displayed.

The process of processing applicant intake is now complete.

TIP: Once intake has been processed for an applicant, he or she is listed as "*pending" in consumer drop-down selection lists throughout AWARDS.