The Intake Case Calendar displays all scheduled appointments or events for a selected Intake. It is helpful for reviewing the time spent on an Intake or quickly checking the upcoming scheduled items for an Intake. Staff can add, delete, or modify an appointment for the Intake directly on the Case Calendar Tab.
Existing appointments linked to Intakes have been migrated to the Intake Case Calendar Tab.
NOTE: You must have at least Enabled permissions to: My Intakes and/or Others' Intakes (to view Intakes) and Case > Case Calendar Tab (to access the Intake Case Calendar Tab).
The Intake Case Calendar Tab is very similar to the Case Calendar Tab within a Case. The left tab will highlight to show that you are on the Case Calendar Tab within the selected Intake.
NOTE: The tab name is determined by the selected Case Type > Tab Setup.
Accessing the Case Calendar Tab details the view of the Case Calendar Tab. The Intake Case Calendar Tab will list all appointments linked to the current Intake.
Click the New Event button to create a new event associated with the Intake. The Intake number will also be added to the Case #/Intake # field in the Associated Case section. The Party Name will be added to the Party field.
Intake Appointments will still display in the global Neos Calendar and Outlook Calendar for the assigned Staff.
Intake "Outlook Events" may be canceled from the Event Details window or the three dots menu (list view).
Intake "Case Events" may be deleted from the Event Details window or the three dots menu (list view).