Visit Tracker accounts that are connected to a Coordinated Intake Agency account through Data Sharing have an additional Coordinated Intake section of their account.
Here's an overview of how coordinated intake looks inside of a Visit Tracker home visiting account.
Main Navigation Bar
All Visit Tracker accounts that are data sharing with a Coordinated Intake Account will see "CIAT" in their main navigation bar.
Home Page
New delivered referrals will be shown on the home page for all admins of the account.
The CIAT Section
- New CIAT - Create new incoming referrals (new CIAT) to be created and sent to the Coordinated Intake Agency
- CIAT Created / Submitted - Review new incoming referrals that have been sent to the CI Agency
- CIAT / Referrals List - Review and manage home visiting referrals that have been sent to your agency from the CI Agency
CIAT / Referrals List Page
This is the main page where you'll manage the referrals received from the Coordinated Intake Agency.
The Family Section
Each family has 2 sections
- CIAT Family Data - Review the family's CIAT data
- Intake History - Review and manage the family's referral history
Intake History
Review and update home visiting referrals for the family
