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Client Intake

Checklists and articles describing how to enter new and updated client intake information using data entry best practices.

How To Complete the Client Information Folders

  • General Folder
  • Departments Folder
  • Addresses Folder
  • Orders Folder
  • Groups Folder
  • Attributes Folder
  • Contacts Folder
  • Supervisors Folder
  • Care Plan Folder
  • Service Requirements Folder
  • Diagnoses/Procedures Folder
  • Allergies Folder
  • Physical Environment Folder
  • Comments Folder

Client Intake Checklists and Guides

  • Checklist: Add a New Client Intake
  • Transcribe the PARIS Home Support Order (HSO) to Procura
  • Transcribe the PARIS Community Risk Screener (CRS) to Procura
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