Intake Page(s) - Standard User
Topics covered in this article:
- Intake Page(s) - The Basics
- Intake Page Examples
- Intake Fields - The Basics
- Intake Field Examples
- Entering Client Intake Information
- FAQs
Intake Page(s) - The Basics
When you open a client record, you will be brought to the main intake page. Your organization's Agency Administrator may create different intake pages in client records. The intake page(s) and fields available to you may vary from your colleagues' as intake pages are Role specific. For example, an Intake Specialist may have different intake pages than a Lead Caseworker. All intake pages, the fields shown, and which eLogic Genesis features are available to you are based on Roles and Permissions set up by your Agency Administrator.
To learn more about Roles and Permissions, see "Roles and Permissions - The Basics".
Throughout eLogic Genesis, you will see there are two ways the system saves: automatically and manually
As you fill out a client's intake pages, you will see a green "Change Saved Successfully" message in the top left corner as you advance from field to field:
This save confirmation will appear throughout the system where changes are saved automatically.
If while using eLogic Genesis you do not see this message when changes are made, that area requires you to save manually by clicking a Save button.
Client records may have more than one intake page. In client records, all tabs to the left of the Applications tab are intake pages created by your Agency Admin.
Intake Page Examples
The intake settings for all role examples below are just examples. If your organization has similar roles to what are shown here, know that your intake page layouts and intake field options may differ.
In the example below, the role Lead Caseworker has access to two intake pages: Intake, and Housing:
In this next example, we are viewing the intake pages available to the role Mental Health Specialist. Because not all roles need access to a client's mental health information, this tab is only accessible to the applicable role:
In this final example, we are viewing the intake page as viewed by a Receptionist role. The only intake page navigators assigned to this role has is the Intake page:
Intake Fields - The Basics
Just as Intake pages are customized for your role, as are the intake fields available to you. Roles that inherently interact with clients in a more in-depth capacity will generally have more intake field options available in client records. Roles that interact with clients superficially will generally have access to fewer intake field options. It is important that client privacy is maintained by providing navigators the appropriate level of access as dictated by their roles.
Intake Field Examples
The intake settings for all role examples below are just examples. If your organization has similar roles to what are shown here, know that your intake page layouts and intake field options may differ.
Below we see some of the intake field options available to the Lead Caseworker under the INTAKE tab:
Navigators assigned the Lead Caseworker role have access to many different intake fields.
Next is the Intake page as viewed by navigators assigned the Mental Health Specialist role:
We can see that there are additional intake fields related to mental health available to navigators assigned to this role than what is available to the navigators assigned to the Lead Caseworker role.
Lastly, below is the intake page as viewed for navigators assigned the Receptionist role:
As navigators in this role have limited interactions with clients, so to are their intake fields limited.
Entering Client Intake Information
To enter client intake information, locate and open the client record either by using the Global Search feature or by locating and clicking View on the client record from the People page.
When you open a client's record, you will always arrive on the first intake page.
Enter client information in as many intake fields as possible; the system will save as you go.
Be sure to complete the Address Verification, as skipping this step may prohibit you from adding Services and Assessments to your client. Read more about the Address Verification feature here.
Be sure to check if your role has additional intake pages available to you and enter all appropriate data in each intake page.
FAQs
Why are some fields marked red and required?
Fields marked as mandatory are configured under Agency Admin → Agency Settings and must be completed to proceed.
What if some intake fields are unnecessary?
Intake tabs are customizable. Fields can be removed or hidden via Agency Admin → Permissions or Hide Intake Fields.
What if I cannot collect certain demographic data?
Use the available “N/A” or “Unknown/Not Reported” options where applicable. Check with your admin for compliance guidance.
Why do additional intake tabs disappear?
Navigating to other areas of the system may hide additional tabs. Click the main intake tab to reveal them again.
Why does my intake show only basic information?
Admins may see a limited intake due to the default system role. Use the role selector in the top-right corner to switch to the appropriate role.
Does the intake auto-save?
Yes, entries save automatically as changes are made. A green confirmation message will appear in the top-left.
Why are my intake pages different from my colleague’s?
Intake pages and fields vary based on Role and Permission settings configured by your Agency Administrator.
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