Overview of intake process

Training videos - Overview of Intake Process

As shown below, the consumer journey starts in the Intake Module with the creation of a Contact record. If the consumer requires assessment/referral, then their record is converted to a Client, and a Referral record is automatically created. Contact, Client, and Referral each has its own screen. The IAR-DST is done on the Referral screen.

At any point in time, the Referral has a particular status. The status depends on the information that has been entered, until it is sufficient to be Completed. Once Completed, it can be Sent and Accepted. Once an assessment has started, sometimes a client may disengage for various reasons. When that happens, the Referral is closed off by being abandoned and is excluded from reporting. For more information about the referral timeline, refer to the Status of Referrals help page.