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