Other Intake - Referent

On this screen you enter details for the referent on the intake. A referent and/or resource can only be added via the Link Person or Link Resource button. Court and School information is also entered on this page. Selection of county will cause the court and school drop down to populate only those courts and schools associated with that county selection. If other people have knowledge about the alleged incident, you can enter the names and contact details as collateral information.

Click Link Person to select the referring person for the intake. Click Unlink to remove a linked person.

Click Link Resource to select the resource for the intake. Click Unlink to remove a linked resource.

How do I...

Fields on this screen

Referent Information
Referent Type	Select the type of referent on this intake.
If Other, Explain	Enter the type of referent if you select Other in the Referent Type field.
Referent Name	Click on the Link Person button to obtain the name of the referent. When you click on the Link Person button, the person search page will be displayed. Search for the referent. If the referent's name is not in the database, you may add the name here. Once the name is either selected or added, the referent's name will populate in the Referent Name field.
Referent Gender	Will auto populate if the gender is identified in the person record.
Resource Name	Click on the Link Resource button to obtain the name of the referent. When you click on the Link Resource button, the resource search page will be displayed. Once the resource is identified, the resource name, address, and Contact Information will populate under the Resource Name information.
Relationship to Client	Enter the relationship of the referent to the client.
Court Information
County	Select the county where the court is involved with the intake.
Court	Select the name of the court in the county.
School Information
County	Select the county where the school is involved with the intake.
School	Click on the drop down box and select the name of the school in the county. Once the school is selected, the school's address and phone number will populate.
Collateral Information
Name and Contact Information of Others with Knowledge of the Situation	Enter contact information for other people who have knowledge about the situation.