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Maintain call intake information - PM

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Maintain a record of call-in or walk-in clients. Clients are assigned a client number with a “P” prefix.

  • 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. This must be entered in the LASTNAME,FIRSTNAME format.
  5. In the Caller Type field, select the type of caller.
  6. In the Client Name and Sex fields, enter the client's name and gender.
  7. In the Date Of Birth field, enter the client's birthday. The Age field populates based on this information.
  8. In the Social Security Number field, enter the client's SSN.
    Note: Access to the Social Security Number field is defined in the User Definition and User Role Definition forms (Social Security Number Access field). This is defined by a system administrator. The user may be able to:
    • Enter new data for a client, edit and view data.
    • Enter new data for a client, and view data.
    • Enter new data for a client.
  9. For the Call Date and Call Time fields, enter the date and time of the call or walk-in.
  10. In the Program field, select the call intake program. Programs are defined as call intake in the Program Maintenance form, Program Type field.
  11. In the Disposition field, select the client's disposition.
  12. In the Caller Intake Remarks/Comments field, enter comments associated with the call intake.
  13. Click Submit.

Next step: Assign Permanent Medical Record Number

► Additional Sections
► Registry Settings
► SQL Tables
  • STATEFORM.patient_demographic_history
  • SYSTEM.call_intake_financial_inv
  • SYSTEM.call_intake_history
  • SYSTEM.patient_demographic_history
  • SYSTEM.site_specific_call_intake
► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.