Prerequisite: The "Turn on Restricted Intake Feature" must be enabled in your System Settings. Please contact your System Administrator for more information.
Additionally, caseworkers can include a personalized message within the email. This can provide valuable context about the intake form, highlight specific instructions, or explain what the recipient needs to do next. Once all necessary information, including the email address and optional message, has been entered, caseworkers can click the 'Send' button to immediately dispatch the email. This streamlined process enhances communication and fosters stronger collaboration between caseworkers, clients, and other stakeholders involved in the client's care, leading to a more efficient and unified approach to service delivery.
To Send Intake Copy, follow these steps.
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