When a mother or guardian has been accepted into Atlanta Mission, we need them to fill out the Children's Intake form once they complete the Adult Intake form in order to collect information important for Children's Services case managers as well as to have them sign Releases of Information, photo waivers, and other agreements, etc.
This article describes how to help a mother or guardian fill out the Children's Intake Form when they first arrive at Restoration House. Click here to learn how to help a client fill out the Adult Intake form at a later date.
1. Instruct the mother/guardian to fill out all required fields.
Needed information about the mother like phone, email, birthdate, etc will automatically pass into the Children's Intake form from Adult Intake so that the mother doesn't need to fill out as much herself.
Additional questions may appear based on their answer to a previous question.
2. Once the mother/guardian has filled out all required fields and reached the end of the form, instruct them to click submit.
If the mother is bringing in more than 1 child, the form will automatically loop back to the beginning to enable the mom to fill the form out for the next child.
The child's intake is now complete. The Intake tag on the child's contact in Salesforce is now visible. All of the waivers and forms are now in the Child's files in Salesforce as well!
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