Customized Intake screens can be created for each Case Type using the enhanced Intake Layout Manager. The Intake Layout Manager is similar to the Layout Manager for a Case or Provider, however, only fields that already exist on the Case Folder associated tab will be available for use on the Intake Layout Manager Design screen.
NOTE: To access Case Folder tabs in the Intake Layout Manager, tabs must be active AND have the "Edit" text in the User Defined Setup column of the Case Type Setup. User Tab List/Entry tabs must also have fields added to the Layout Manager.
If you are new to Neos, all new Intakes will use a default layout that contains all the information you need for most Intakes. You can use the Intake Layout Manager to add or remove fields to any specific Intake Case Type.
Existing Intake Layouts (from Neos, Needles 4, or Needles 5), have been migrated to the enhanced Intake Layout Manager and are available to use right away. Your existing layouts will display; however, you may choose to use the Intake Layout Manager to adjust the position, now that fields can be placed up to three in a row.
Existing Neos and Needles 4/5 clients will notice a change in how Party Name, Addresses, Phones, and Online Accounts fields are featured in the enhanced Intake Layout Manager. Refer to Intake Party Blocks for more details.
The Intake Layout Manager can be accessed from Settings > User Defined section > Intake Layout Manager.
A new tab will open for the Intake Layout Manager. Select the Case Type of the Intake screen you wish to design.
A list of active tab Sections will display in the left pane of the Intake Layout Manager. The right pane will display the designer where tab sections and fields are placed. Fields, Headers, and Paragraphs can only be placed when a Section has been selected in the designer. Refer to Add/Remove Intake Layout Sections to start the process.
Click the
icon to the right of a tab section to add all standard and user defined fields to the Intake Layout Design screen for the selected Case Type. New user defined fields that are added to the Layout Manager in the Case Type Directory are added by default to the Intake Layout Manager, displayed at the bottom of each tab section in the design screen.
Alternatively, click the down arrow
to expand the list of fields for a Tab. Individual fields can be added by clicking the
icon.
To add a copy of the predefined section (e.g., Party-2 or Insurance-2), click the copy icon
. Use this option to add up to 10-tab sections of the same tab.
Standard and user defined tabs that are active for the selected Case Type will be displayed. Once a tab is added, fields in that section will become gray. To locate a field that is used in the design layout, click the Find in layout button
to be directed to that field.
NOTE: An existing Section must be selected from the Intake Layout Design screen before individual fields can be added.
The enhanced Intake Layout Manager allows you to create new Sections, Headers, Paragraphs for designing Intakes by Case Type.