Review Client Intake Forms

Once a client has populated and submitted the Client Intake Form, all workers assigned to the case will receive a notification and message to review the intake form.

• Review the form from the Message Center by selecting the message and clicking Click to Review. 

• Or by clicking on Click to Review from the Notes Tab of the case. 

• The intake form will open in a new tab. Any highlighted information will replace details already entered on the case.
• Review and click Submit. 

• An auto note will capture any overwritten details. 
• Note: Reviewing Client Intake Forms is permission-based.