Starting a New Intake

To start a new Intake, follow these simple steps:

1. Select the Client.
2. Enter a Password.  The last 4 digits of the Social Security number usually works well.
3. Enter the Social Security number. You must use the format xxx-xx-xxxx.  If you only know the last 4 digits, then use xxx-xx-1234.  If you don't have any of the number, use xxx-xx-xxxx.
4. Click 'Save'.
5. Once saved, you will notice the 'Intake Dates' changes to xx-xxx-2017.  
6. Now you can continue populating the remainder of the Intake.