"intake sheets"

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Jim Stewart

"intake sheets"

#1

Post by Jim Stewart » Tue Mar 19, 2002 3:06 pm

Just noticed "intake sheets" on bottom right of case card. Clicked on it and the response was "There are no intake sheets attached to this case". What is this feature and how do I take advantage of it?
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Michael Appell

Re: "intake sheets"

#2

Post by Michael Appell » Tue Mar 19, 2002 3:48 pm

The intake sheet is a new option in version 4. The concept is that some offices want to track all clients, calls and referrals of "potential new clients" (PNC's). These PNC's may then be accepted, denied, referred out, etc. These may be tracked using the Prospects module which may be accessed from the main menu. If a Prospect is accepted then a new client card is automatically created and the information is transferred to the client card and the PNC Card (the prospect card) is attached to the client card.

Mike
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