Call Intake - Cal-PM

Maintain a record of call-in or walk-in clients. Clients are assigned a client number with a “P” prefix (some times called a "P number" or "p#").

• If appropriate, call intake clients can be removed in the Caller Purge form.
• Call intake clients cannot have services billed or scheduled.

1. Go to: Avatar PM > Client Management > Episode Management > Call Intake
2. In the Select Client screen, search for a client by name or ID.
   • If a client is found, click Select.
   • If a client is not found, click New.
   • If the client has previous call intakes, a pre-display screen displays. Select the call intake record, click OK.
3. In the Call Or Walk-In field, denote whether the client called or walked in to the facility .
   Note: The ability to unlock this field is controlled via the Unlock Field 'Call Or Walk-In' registry setting. .
4. In the Caller Name field, enter the caller's name, if that name is different than the client.
5. In the Caller Type field, select the type of caller.
6. In the Call Date field, enter the call date.
7. In the Call Time field, enter the call time.
8. In the Program field, select the call intake treatment program. Programs are defined as call intake in the Program Maintenance form (Program Type field).
9. In the Disposition field, select the client's disposition.
10. In the Caller Intake Remarks/Comments field, enter comments associated with the call intake.
11. Click Submit.

► Additional Sections

• Financial Investigation

► Dictionary Values

• Caller Type
• Disposition

► Registry Settings

• Confine Client Lookups To Current Sub-System Code
• Hide Other In Gender
• Hide Unknown In Gender
• Make Call Intake Field, 'Call Or Walk-In', Non-required
• Support Alternate Social Security Number
• Support Pseudo Social Security Numbers
• Unlock Field 'Call or Walk-In'

► SQL Tables

• SYSTEM.call_intake_financial_inv
• SYSTEM.call_intake_history
• SYSTEM.patient_current_demographics
• SYSTEM.patient_demographic_history
• SYSTEM.site_specific_call_intake