Link an Other intake to a case

After you record a screening decision for an intake, you link the intake to a case record. A screened-in intake must always be linked to a case. You can link it to an existing case or create a new case record. When you create a new case, you only enter basic case information and assign the case to a worker. The worker will then record the full profile for the new case.

When you link an intake to an existing case or create a new case, the system performs the following actions:

• If screened-out, the system sets the case category to "N/A." The status of the existing case remains unchanged.

• The system assigns ownership of the case to the organization of the worker who created the case.

Link an intake to a new or existing case as follows:

1. From the Home screen, click Intake > Other Intake Workload. The Other Intake Workload screen appears. Intakes that are ready to be linked to a case have a link link.  

2. Click link for the intake that you want to link. The Link Case screen appears. This screen displays the cases, by case name, which match the participants in the intake.

3. Click for a case to expand the list of the case members in the case. Click a name link to view details for a case member.

4. To link the intake to a case, click the link link next to the case ID number.

5. If none of the displayed cases are correct for the intake you are linking, you can create a new case record.  

   a.	Click Create Case. The Create Case screen appears. The Person name column shows the name of the intake participants.
   b.	Select the intake participants who should be members of the new case. As a default, each person in the intake is selected as a participant in the new case.
   c.	If any persons will not be participants in the case, select the option under Associated Persons.
   d.	In the Case Reference Person field, select one name to be the case reference person (CRP Case reference person (CRP)   Every case must have one, and only one, case reference person (CRP). This person is usually the case participant who is considered the head of household. The system refers to this person's record when determining the address for mailings, for example. Additionally, this person may be a case reference person on one active case at a given time.).
   e.	Click Save. The system creates a new case ID and links the intake to that case.

See also:

Unlink an intake from a case