The MAACLink generated Standard Intake Form is a report that a user can pull for a single day of service for the client after a service has been entered. This form can be helpful for the client to be able to review the information entered that day and then sign off on the release on the bottom (this release is specific to managed funds and does not fulfill the requirements of the Client Consent and Release of Information form). Some agencies use this form to pass along to their accounting or finance department so that they can issue the appropriate payment. In addition this form is helpful to have in the client’s file for easy reference and provides the documentation necessary for audits.
Step by Step Guide to pulling a Standard Intake Form:
Once the data entry is complete for the client, this form can be pulled by clicking on Standard Intake Form on the left-hand navigation.
From there you simply follow three steps:
Step 1 – Select the date of service you would like the Standard Intake Form to display.
Step 2 – Check the box if you would like the case notes entered for that day of service.
Step 3 – Click Ok.
From there, the Standard Intake Form will display.
Its important to note that your pop-up blocker must be disabled in order for the form to show up on your screen.
This form will include the client’s information, household members, the clients services received on that specific date, the most recent financial assessment and, if selected, case notes from that specific date. It will also include an Application Certification which may be helpful when using managed funds.
If you right-click on the screen at this point you will have the option to print this document.
Having a printed copy of the MAACLink generated Standard Intake Form can be helpful to have in the client’s file. It also can be used to complete the approval process for payment at your agency. However you choose to use the MAACLink generated Standard Intake Form at your agency please bear in mind you must abide by the privacy guidelines for MAACLink. If you have questions about MAAClink privacy guidelines please contact us.
If you are interested in obtaining a copy of a blank Standard Intake Form used to complete an intake before the data is entered into MAACLink please see the section on MAACLink Forms.