Ideas & Enhancements

More Robust Intakes

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as intakes for a very long time. Many firms have had to create a work-around of an intake case-type for each case type that they have, doubling the workload and reporting problems.

Make Intakes basically just cases. They need more features.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Mar 10 2020
  • Planning to Implement
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    29 May 08:02pm

    I agree with having a checklist inside an intake so the user can be notified when followup is needed.