Once a client is accepted to Atlanta Mission, they need to fill out an intake form and sign some waivers. This article describes how to help a client fill out the Client Intake Form at The Shepherd's Inn.
1. Open the lid to the Chromebook.
2. Login to the TSI Intake account.
3. Click the lantern icon on the dock.
4. Instruct the client to go ahead and fill out each question.
Additional questions may appear for the client based on their answer to a previous question. e.g. If they answer Yes to "Do you have health insurance?", the question "What is your health insurance?" will appear.
5. When the client reaches the last page, titled Verification, they verify that their Name and Birthdate are correct
If their Name or Birthdate is incorrect, even by a letter, the information will not pass through to Salesforce. If you suspect that this has occurred, let the Systems team know and they'll push the data through.
6. Press Submit.
The client's information is now fully filled out on their Intake and pertinent information will now appear on their Contact Page!
0 Comments
Add your comment