Initial contact occurs when a person walks into the organization's office to discuss their needs. The worker then searches for the person and locates their participant record (if one exists), or registers them.
Once the person record has been found, the worker is presented with the individual's home page, which presents a summary of the person's intake so far. They are also presented with several tabs for the person allowing them to perform several functions such as recording a triage, performing a screening, recording a life event, etc. These are all configurable as described in the section below.