Client Intake Update

Client Intake Update

Within the client intake two major changes have occurred. Those are:
  1. Multiple Addresses (for clients and associated people)
  2. Income Level
To check out functionality and use please review the two sections below.

Multiple Addresses (Clients & Associated People)

Alongside a look and feel update for the intake page one major section that has been modified is addresses for both clients and associated people on their profile. To create multiple addresses for clients or associated people please follow the steps below.

Step 1. After loading up the client intake the addresses section will appear at the bottom of the intake screen.


Step 2. Within the addresses section you will now see an 'Add' option within the addresses section. Filling in the addresses will work with the same functionality as it did before, just in its own section. Additionally, you will need to make an 'Address Type' selection. This is a way to categorize addresses within your database.
Tip: You can only have one address selected as 'Primary'. All other addresses will need to be listed as Work or Referral.


Step 3. After keying in all your address and intake information for either the client or associated person press the save button to continue to the client profile.
Tip: The save button has moved! It now is located at the top of your page.



Income Field


A new addition to the intake screen is the income field. This field gives you the option to document the clients approximate household income. It's important to note that this filed is reportable within the report builder. Please check out the image below to see where this field is located:





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