DAFM-B 102: Intake & Intake Follow-up

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Intake & Intake Follow-up

This course provides an overview of the intake process when an individual enters state guardianship, along with any necessary follow-up actions.

Course Length: 1 Hour

Course Content

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Welcome
Lesson 1: What is the Intake Process?
Lesson 2: Intake Scenario
Lesson 3: Intake Spreadsheet
Lesson 4: The TPQY Process
Lesson 5: Vehicle/Property Verification 1 Quiz
Lesson 6: Review of the Guardianship Information Form
Lesson 7: Review of the Individual’s Face Sheet
Lesson 8: Intake Staff Responsibilities
Lesson 9: Obtaining Verification of Income and Banking
Lesson 10: Intake Follow Up
Lesson 11: Inventory Reports
Final Quiz 1 Quiz
Lesson Content
Course Evaluation
Course Wrap Up