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Overview

Insert overview text of the module detail here. What does the tab do? Why would you use it? When would you use it?

Detail

Create a step-by-step guide:

  1. Add steps that are simple and self-contained

  2. Add illustrations to instructions by typing /image

  3. Stick to 3-5 steps per task to avoid overloading readers

...

Overview

The “Intake Tab” is used to store Intake information for the Consumer. The description field is a predetermined field that is customizable in the Management module. The Note field is a text field for the Intake notes to be entered. ANYTHING ELSE??

Detail

To Add an Intake Note:

  1. Click Insert

  2. Select the Descriptionfrom the Description field drop down menu

  3. Type in Notes in the Note field

  4. Click Save

To remove an Intake Note:

  1. Right Click on the desired Note

  2. Select Remove

  3. ClickYeson the pop up box

  4. Click Save