Lanterman Intake is a program designed to evaluate individuals 3 years old and older, analyze their needs and determine their eligibility. The Intake form is created by an Intake Screener who sets the date for an in-person interview (detailed in the Psycho-Social form) and assigns the case to an Intake Coordinator. There are 4 parts: referral information, consumer information, evaluation information and contact information.
The upper-left ‘Save’ (disk) icon stores the data and should be used before printing. The ‘Submit’ (padlock) icon locks the completed form and adds the client to the client list of the specified intake coordinator. Some users have an “Unlock” (open padlock) icon to reverse this. The client will not appear in regular search results until submitted. The ‘Add Comments’ (checklist) icon allows additional comments even after the form is locked. The ‘Print’ (printer) icon prints the page using Crystal Reports. The “Back” (arrow) icon takes you to the Lanterman Intake List.
The ‘Print Appointment’ button creates a letter suitable for mailing regarding the client’s first appointment, written in the client’s language when possible. The time, date, location and participants in the letter vary according to how the form is filled out. The letter will be addressed (Contact Name and Address) to the first contact entered in the form (contacts are at the form bottom).
When filling out the referrer section, select “Relationship Group” first, then “Agency / Relationship”.
Data pushed to Consumer Profile upon submission:
Face Sheet: First and Last names, AKA First and Last names, DOB, Place of Birth, Marital Status, Case Manager, Gender, Ethnicity, Language, Home Phone, Work Phone, Cell Phone, Residence Type, Current and Mailing addresses, Legal Status
Financial/Financial Info: Social Security Number
Legal/Legal Info: Legal Status
Status Dates: Initial Inquiry date, Initial Interview Date, Due Date, Intake CM, Assigned Date
Administration: Case Manager, Current Status, MIS #, UCI #, Area/Group and Supervisor are deduced from Case Manager
Referrals: Date of Call, Screener, Referral Source, Last and First name, Relationship, Home Phone
Programs: Day Program (from Program Status)
Contacts: (individuals from group “Medical” will appear on the Medical Information page, Doctors tab) Group, Relationship, First and Last name, SSN, DOB, Home Phone, Work Phone, Current Address, Disabled (Y/N), Deceased (Y/N). If referrer is a family member, that relationship isn’t currently carried forward, also not carried forward are contact’s marital status and place of birth
Intake Forms: all intake forms are available under this tab
Data pushed to Medical Information:
Doctors: Group, Relationship, First and Last name, Primary Phone, Work Phone, Current Address