Update client's Demographic -> Intake tab

Patients -> Patient Demographics -> Find -> [select patient name]

 

Use this process after the Intake Appointment has been completed. You must now disposition the client and enter any applicable Staff and/or Program Assignments


 

  1. Select Type = Patient
  2. Enter the Intake Disposition 
  3. If applicable, enter the Date Admitted 
  4. If applicable, create the Staff Assignments
  5. If applicable, create the Program Assignments

 

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