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.