Helpsite > Case Management > Intake Documents

• Send Intake Word Doc to Social Worker

• When you get the signed documents back

• • Separate Child File Face Sheet, Consent for Med Transport, Supervision Agreement, CPA, etc
    • Open PDF with Adobe Reader and save file. Menu>Print>Change Printer to “Adobe PDF” or “PDFCreator”
      • Rename each file to company policy
  • Create Activity or Report, for each file, within Er:

• • • Enter Date which matches the date on the document, or if no date on the form use the received date

• • • Click on the paperclip under Related Files

• • • Find and click Open to Upload Document

• • • Click Complete when finished