To streamline the process of getting clients the care they need, a range of triage, screening, and intake processes are available which can be used to determine the potential needs of a client on initial contact with the agency. Triage, screening, and intake typically happen before an integrated case is created for clients and their families. Each integrated case allows everything that is identified as meeting the needs of a family and all of the efforts to address these needs to be managed from one place. Typically, each integrated case is used to manage the actual determination and delivery of identified services and programs.
This chapter provides an overview of the available processes that support the agency's triage, screening, and intake requirements. This chapter also provides an overview of the triage, screening, and intake processing that happens before an integrated case is created for a client. This chapter also describes the integrated case creation process.