Initiate Intake

Use this procedure to initiate the Intake process.

Process Steps:

The VaCMS Home page displays.

1. From the Left Navigation menu, select Data Collection, then Case Action.

   • The Case Action page displays.

2. Enter the Case or Application or Screening # or click the search icon and proceed to Search for Client to search for the case, application, or waiting list screening number (required).

3. Select Intake/Screening from the What action do you want to perform? dropdown menu.  

4. Click Next.

   • The Case Action Confirmation page displays.

5. Select Yes from the Do you wish to continue? dropdown menu.

6. Click Next.

   • The Household Information page displays.

7. Proceed to Review / Update Household Information, the next step in the Data Collection process.

Results of the Procedure:

The Intake process is initiated.

Updated 08/03/2015