Intake Purpose
Form Updates & Design
Form Updates & Design (Pt. 2)
Sections & Structure
100

This process establishes a baseline about a client's needs, goals, and circumstances. 

What is the intake process? 

100

Two fields under "Personal Information" were expanded to allow more details responses. 

What is "Race/Ethnicity"? 

What is "Preferred Language"?

100

This question was added to expand on ways to contact a client. 

What is "alternate phone number"?

100

This section was divided to prevent confusion. 

What is the "Income" section?

200

The intake form is modeled after this. 

What is the Universal Intake form?

200

Staff save time since this part of the intake no longer requires multiple signatures. 

What are the consent forms? 

200

Clients now see a single main question box for this instead of 2 question boxes. 

What is address?

200

The Part 2 table is now made up of these 3 columns. 

What is "Personal Information", "Demographics", and "Health Information". 

300

Accurate intake forms help us do this when describing our impact. 

What is tell meaningful stories?

300

The updated "Your Household" section now includes this information in one box. 

What is the age-related information?

300

This section was expanded to include more specific answers. 

What is "Level of Education"?

300

The "Family Income" section appears before this section. 

What is the "Your Income" section?

400

These three groups rely on intake data for reporting and evaluation: CYSMP, GFS, and: 

Who are funders? 

400

Staff can move more quickly through the form now that this section uses shorter, condensed questions. 

What is the "Income: About Others" section?

400

This section now includes the question "Is your household's combined gross income and liquid resources less than the combined rent/mortgage and utilities?"

What is "Family Income?"

400

The "do any adults have identified disabilities or functional needs" question can be found in this section. 

What is the "Your Household" section?

500

Case notes help improve data quality and ensure staff are holding themselves to this important standard.

What is accountability?

500

To ensure consistency in data across multiple agencies, the intake mirrors the universal intake form that will be used for this. 

What is the CYSMP?

500

This question was added in the "Your Household" section. 

What is "Do any adults have identified disabilities or functional needs"?
500

The "Personal Information" column in the "Information of others who do not earn in household" section combines these questions to make data entry more efficient. 

What is full name, date of birth, phone, relation, statewide student ID, and gender?