Performing an Intake and Starting Service Episodes

All participants in RecoveryLink must have an intake performed, though the format of this intake is specific to the customization set by the enterprise administrator within the customization engine. The intake combines several key actions into one from a systems perspective. In addition to collected the required data you have set in your customization engine, the application will verify consent to store the participants information, verify they are old enough to be within the application from their date of birth, create their participant account if desired, and allow staff to handle assignments of critical information - including type of service (direct services with staff OR referral only [note: referral only replaces the previous drop-in referral option within the legacy application]), staff assignment (any staff member can be selected), program ID assignment, and default location assignment of the participant.

The completion of an intake starts a new service episode for a participant. Service episodes are the period of time that a participant is actively engaged in services of any type at your organization. Participants may only have one active service episode at any time, which can be managed in Manage Services from the participant's profile. An active service episode is completed automatically when a discharge session is completed (Note: for those participants intook as Referrals Only, the system will start and end a service episode automatically when the intake is saved).

Participants of any status can have a new service episode started from the Manage Services section of the participant profile. Doing so will perform a new intake session for the new service episode, with values pre-populated from the most recent saved data of the participant. Participants may also be shared or transferred to another RecoveryLink provider organization/enterprise with the appropriate permissions and consent.

Please note that in RecoveryLink 2.0, individuals should exist across all of the RecoveryLink platform only once, as participant records can be shared and transferred with appropriate consent. As such, primary phone numbers of participants can only be used once on the platform. Shared numbers can be placed in secondary phone numbers, if used in your customized instance, as these fields are not validated and checked for duplication.

Intake Session