NOTE: The steps of intake vary for every application & each Intake Type.


To edit the information contained within the intake of a case, click the Edit Intake link located in the left sidebar. 

Upon doing so, links to each page of the Intake process will appear. Click the link to update information on the corresponding page. 

If you cannot remember the page of the intake that contains the information you want to update, just click the first link and work your way through the intake again until you find the field(s) you are looking for. When you have updated the information, be sure to scroll to the bottom of the page and click Save and Continue to save the form.


For additional information, see your User Guide in Help > Guides & Resources or Help > [Network]-Specific Resources.


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