This article will discuss how to perform an Intake and create a case in Collaborate.


To begin the intake process, click the appropriate “Create New [Case Type]” link under Actions in the left hand sidebar.

You will then be prompted to perform a conflict check. For more information regarding Conflict Checks, please review the article titled Conflict Check.

After performing the conflict check, you will then be asked to fill out some Quick Intake fields.

Fill out the Quick Intake Fields and then click Save and Edit Case to continue to the full Intake. Alternatively, if you are trying to create multiple cases in a brief amount of time, you can click Save and Add Another Case to repeat this process. Keep in mind that filling out Quick Intake fields does not mean that the intake has been performed to completion. You will still need to go to the cases you are creating and perform their full intakes.

After filling out the Quick Intake Fields and clicking Save and Edit case, you will then begin the full intake process. To perform the full intake process, fill out all required fields (notated by a red asterisk) as well as any and all other information you may have about the individual for whom you are creating the case.

If your Intake Form has multiple pages, you can track how far along in the process you are via the left hand sidebar. Fill out all required fields and any information regarding the individual and click Save and Continue to move to the next page of the Intake.

Once you have filled out all the pages of the Intake, the Intake Process will be complete, and you will be directed to the Case Profile Page.

New User Training Series