Fundamentals of Case Management: Intake

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The intake process begins with a telephone call or meeting with the person seeking services, and/or their advocate or legal representative. The person may ask a number of questions about eligibility and types of services available. Occasionally, this information may be provided during telephone contact. At other times, an intake meeting is needed to gather information that will be needed to answer their questions.

If you are a new case manager, Linda has some advice for you when meeting with a new person.

The format (telephone call or face-to-face meeting) for the intake meeting may differ based upon the county or organization in which you work. We will refer to this first stage in the intake process as the intake meeting.

The purpose of the intake meeting is to gather information about the person seeking services and to provide information about services that are available, their related application and approval processes. Most counties and organizations have standardized intake forms on which information gathered during the intake meeting will be recorded.

 

 

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