Re-Processing Consumer Intake / Admission







Previous Topic  Next Topic 

In some cases it may be necessary to re-process intake for an applicant; for example, if an intake date was entered incorrectly and must be changed.  The steps involved in re-processing applicant intake are much the same as those for the initial intake.   Likewise, in some cases it may be necessary to re-process admission for an applicant/new consumer; for example, if his or her admission date was entered incorrectly and must be changed.  The steps involved in re-processing applicant admission are much the same as those for the original admission.

To re-process consumer intake or admission, complete the following steps:

  TIP: Intake cannot be re-processed if - Admission has been processed for the consumer, the status of the consumer's referral is resolved (for example, "rejected"), or if the intake is for a day program.

Admission cannot be re-processed if - The original admission date is not within the current calendar month (unless you have the Startup Period Backdating permission) or the consumer has already been discharged from the program to which he or she was admitted.

    1. From the AWARDS Home screen, click Census from the left-hand menu, and then click Intake/Admission.  The Intake Records Search page is displayed.

    1. Click the Program drop-down arrow and select the program associated with the consumer for whom intake or admission is to be re-processed.
    2. Click the Database drop-down arrow and select "Data Entry."
    3. Intake/admission is re-processed from within the consumer's referral record.  In order to access referral records, a search must be performed from this page.  Limit the results of this search in one of the following ways:

  By Name - To limit referral record selection by consumer name, type his or her name, initials, and/or alias into the First Name, Last Name, and/or Alias fields, respectively.

  NOTE:  Some agencies may also be able to search by other identifying information, such as social security number.

  By Screening Date - To limit referral record selection by date range, make adjustments to the default values in the "from" and "to" Date Range fields.  Only those referrals with screening dates in the range entered here are included in the search results.

    1. Click the Limit Search Results drop-down arrow and select the number of referral records to be displayed in the search results.
    2. Click SEARCH/CREATE.  The Referral Search Results page is displayed.

  TIP: Click the heading of any column in the results table to sort the contents by that variable.

    1. From the "Applicant" column, click the name of the consumer for whom intake or admission is to be re-processed.  The Referral Information Form page is displayed.
    2. Click Re-Process Intake or Re-Process Admission as appropriate.  The Process Intake or Process Admission page is displayed, respectively.

  NOTE:  The information on this page defaults to that entered during the original intake or admission processing.

    1. Configure or make changes to the fields and options on this page as necessary.  Required fields / options are noted with a red asterisk (*).
    2. Click UPDATE.  The consumer's intake or admission is re-processed, and his or her face sheet is displayed on the Consumer Face Sheet page.

The multi-step intake/admission re-processing process is now complete.

  https://demodb.footholdtechnology.com/help/?11404