Using the Intake Wizard
Updated over a week ago

The Add a new client using the Intake Wizard tutorial covers the following topics:

  • Launching the Intake Wizard

  • Primary Member Information

  • DSS Information

  • Referral Information

  • Case Setup Information

Once you have completed the Intake Wizard, you will most likely want to enroll the Individual/s in Service. Depending on your database configuration, this can be done using the Pre-Enrollment List, Add Service or Add Service Wizard functions.

You can view the tutorial by clicking here.

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