Portal & Reports
This must be completed immediately when the resident arrives if portal access is available.
admitting the resident to the portal
These documents must always be checked for during intake.
legal documents
Residents must receive clothing within this amount of time after arrival.
2 hours
Staff should assign someone to complete this packet with the resident.
the 24-hour packet
This is the most important thing to verify before submitting intake packets.
packet completeness
Placement Authorization forms are printed this many times.
2 copies
Original legal documents are stored here
the safe
Pages 2–5 of this packet are entered into the portal.
the Initial Assessment
These items must be scanned and sent to CASA Supervisors.
Intake packets must be in the correct order especially for this resident group.
moms and babies
Medical Authorization forms are printed this many times.
3 copies
Copies of legal documents are placed here.
the 24-hour packet
After entering the Initial Assessment into the portal, staff must do these two things.
print and sign
This communication should include what tasks were completed during intake.
the transition email/report
Missing signatures on assessments can result in this.
a compliance finding or correction
This information must be included in the resident arrival email.
Page 2 of this document must be scanned and sent in both English and Spanish.
the Legal Resource document
Staff must ensure these packets are organized correctly for mothers and babies.
intake packets
This role ensures resident clothing is provided within required timeframes.
assigned intake staff or designated staff
This should happen if required documents are missing during intake.
notifying supervisors and documenting the issue
If portal access is unavailable, staff should still complete this important intake responsibility.
What is continuing intake documentation and notifying supervisors
This document may need to be sent to the Case Aide or Case Manager on duty.
the NTA (Notice to Appear)
This packet and video are part of the follow-up process after intake.
the 48-hour packet and KYR video
Failing to communicate incomplete tasks during shift transition can create this type of issue.
a compliance or continuity issue
During an audit, staff should be able to explain this for every intake task completed.
who completed it and when