Completing Intakes

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This lesson is only required, if you are asked to take it. This lesson will walk you through the steps to complete an initial intake and the appropriate documentation.
In this lesson you will learn how to:
1. Block an intake appointment
2. Complete an intake appointment
3. Use our resources to assess for level of risk
4. Determine whether a client is appropriate for Pillars
5. Complete a treatment plan in session
6. Add a client to our EHR Post-Intake list
The lesson will take approximately 30 minutes