CREDIBLE – INTAKE FORM TRAINING



CREDIBLE – INTAKE FORM TRAININGFORM: Intake/ABN1From your client’s overview page, click the Add Service button2If you have the option to select an employee, select your name and click Go3Select Intake/ABN as the service typeSelect the appropriate locationSelect Ct Only or Form Only as the Recipient typeSelect the appropriate Billing GroupClick Web Forms4Click the ABN button5Read the information to the client to make sure they understand that they may be billed for the services rendered6Select the Option that is acceptable to the clientEnter any additional commentsSelect the appropriate date the client signed the formNOTE: Remember this date. You will need to enter it in the sign and submit screen7Capture the client’s signatureClick Complete8Click Complete again to go to the sign and submit screenMake sure the service date matches the date the client signed the formEnter your password and click the Sign and Submit button9Re-open the service by clicking the service ID10Click the Template button11Print the PDF that appears[Screenshot not available as of 10/29/2014]12Approve the service by either:Click the Approve button; orReturn to the service listMark the Approve check boxClick the Approve All Checked button ................
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