Intake Process

Intake is the procedure by which data is gathered to determine your eligibility for services. This data includes social, medical and psychological information. Information may come from outside sources or from in-house interviews, examinations and testing. The intake process typically consists of five steps, which may take place over days or weeks after the initial face-to-face meeting. The following intake process may vary among agencies and organizations, between different services, and for the various services that you might need.


Referrals for intake can be made by parents, legal guardians, or conservators. People can "refer" themselves for services if they are over 18 years of age. Professionals and concerned persons may make a referral; however, permission of the individual, parents or legal guardian is necessary. Legally ordered evaluations may come from the courts or Department of Family and Protective Services.

Social History:

Once the referral is accepted, the applicant will meet with an Intake Counselor to begin gathering background information. This information will include health and developmental history as well as information provided by family members. At this time, the intake process will be explained, including services that may be available if the applicant is found eligible.

Psychological Assessment:

Psychological testing may be included in your intake assessment. If it is, it will by completed by the agency to determine if the applicant has an eligible diagnosis. Recent evaluations attained in the community may be presented for review, and at times may be used instead of re-evaluation at the agency or school.

Medical Assessment:

Recent medical information concerning each applicant is needed. Medical records and physician's assessments will be requested. These records will be reviewed and possibly used in place of an intake medical assessment. The applicant may be evaluated by a physician.

Eligibility Determination:

A multidisciplinary reviews all gathered information. This team determines if the applicant meets the criteria for eligibility. If the applicant is found eligible, a meeting is held with all concerned parties to develop a Person Centered Plan. If the applicant is not eligible, appropriate community referrals and recommendations are made and our appeal procedures explained.