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  1. CASEpeer
  2. GENERAL
  3. Intake Portal

Intake Portal

  • Activate Intake Portal
  • Add the Intake Portal Permission Group and Menu Filter to a Worker
  • Cancel an Intake Packet
  • Complete an Intake Packet
  • Log into the Intake Portal
  • Manage Intake Packets from Intake Management
  • Reassign an Intake Packet
  • Restrict Investigator Portal Access
  • Review an Intake Packet
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