Intake overview

Intake is where you manage referrals and enquiries from first contact to acceptance or decline. You will find it under Intake .

The list

Each enquiry shows the person, their stage, the services requested, whether there is a safety concern, the source, and when it was submitted. You can view enquiries as a table or a pipeline board, and filter by stage or priority. On the board, drag a card to move it between stages.

The stages

New, Contacted, Needs Info, Assessment, Accepted and Declined. See Intake stages.

Select New intake to add an enquiry. See Add an intake.