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Is there a way to customize the intake questions when adding a new client?

Written by Kyle Minckler

Yes, the [Add New Case] intake form has flexibility to add/edit/delete fields but only network administrators have the permissions to access these settings.

If you are NOT a network administrator:

  • Click the [Contact Admin] button in top-right corner of system to request changes to from your network administrator(s):
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  • Your message may something like this:
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    Subject: Request for new intake fields

    Message: Hello! Our agency is needing some more fields. Can we request the following be added?
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    *Residential Status* (drop-down menu)
    - Homeless

    - Rent
    - Own
    ​
    *How did you hear about us?* (text field)

    Thank you!
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If you ARE a network administrator, please reference this Demographics (Custom Case Fields) help article:

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