Create a record using Manual Intake

When you create a new record using the Manual Intake option from the More Actions menu on the Intake Worklist, you can begin the intake workflow for the record without a source document. The process begins with you performing a search of existing records.

Note:

If a document has already been uploaded and the record as marked with the Manual Intake task in the Intake Worklist, you must add the missing data to continue the intake process. Refer to Add missing data in this guide for more information.

To begin creating a record manually without extracting information from a source document, do the following:

1. Select Manual Intake from the More Actions menu.
2. You are taken to the Search Criteria interface where you can enter parameters to search existing records.
3. After reviewing the results, you can do any of the following:
   • Select an existing record and click Merge Follow-up. You are taken to the Merge Follow-up interface where you can review and compare the information you entered in the search fields with the existing record. From there, you can select Merge to complete the follow-up merge flow.
   • Use Confirm Initial to create a new record. You will need to provide a justification for case acceptance. The new record will carry over relevant search criteria you entered into the Intake Form. You must manually complete all required information in the Intake Form before clicking Create Case.
   • Select Export Results List from the Actions menu to download a file containing the results of your search.
   • Click Search to perform another duplicate search.