CLIENT INTAKE

Standard Intake

Manage clients entering GOALS through the standard intake process.

Role View
Authorization Import History Create New Standard Intake
Draft
1
New
1
Pending
2
Approved
12
No Call / No Show
1
Rejected
1
Declined
1
Inactive
1
Program
WLP Status
Authorization
Case Manager
Assessor
Date Created From
Date Created To
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Showing 20 active
Draft
1
LO
Leilani Ortega
P1 pending
EmploymentPending
CM:
Washington State
AuthorizationNot Uploaded
ConsentSent
Pre-QualifyUploaded
Reg: 2026-09-03
New
1
NJ
Noah Jackson
P1 pending
EmploymentPending
CM:Tom Nguyen
Washington State
AuthorizationNot Uploaded
ConsentDraft
Pre-QualifyUploaded
Reg: 2026-09-01
Pending
2
TB
Tyrell Banks
144810077WA
HousingEmploymentVerified
CM:Priya Shah
Washington State
AuthorizationNot Uploaded
ConsentSent
Pre-QualifyUploaded
Reg: 2026-08-27
JD
James Donovan
P1 pending
HousingPending
CM:Jordan Lee
Washington State
AuthorizationNot Uploaded
ConsentSent
Pre-QualifyUploaded
Reg: 2026-08-20
Approved
12
HG
Hannah Gold
143600819WA
HousingVerified
CM:Sam Park
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2026-09-02
NC
Naomi Carter
144720318WA
EmploymentVerified
CM:Priya Shah
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2026-08-14
RO
Renata Okafor
144901120WA
EmploymentVerified
CM:Priya Shah
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2026-04-28
TW
Tobias Wren
144901133WA
EmploymentPending
CM:Marcus Holt
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2026-04-14
DV
Dmitri Volkov
144901158WA
HousingEmploymentDisconnected
CM:Tom Nguyen
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2025-10-27
HM
Helena Marsh
144901147WA
EmploymentVerified
CM:Alicia Brown
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2025-09-08
AA
Aaliyah Adams
144823910WA
HousingVerified
CM:Dana Reyes
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2025-01-09
CM
Camila Morales
144502119WA
HousingVerified
CM:Sam Park
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2025-01-05
MB
Marcus Bell
144120033WA
EmploymentVerified
CM:Marcus Holt
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2024-11-15
ME
Maya Edwards
143881402WA
EmploymentVerified
CM:Alicia Brown
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2024-08-12
DF
Diego Fernandez
143712266WA
HousingVerified
CM:Jordan Lee
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2024-06-15
EK
Emma Kowalski
143200455WA
HousingEmploymentVerified
CM:Alicia Brown
Washington State
AuthorizationUploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2024-01-25
No Call / No Show
1
MT
Mei Tanaka
144120990WA
HousingVerified
CM:Jordan Lee
Washington State
AuthorizationNot Uploaded
ConsentClient Signed
Pre-QualifyUploaded
Reg: 2026-07-15
Rejected
1
OH
Omar Haddad
P1 pending
EmploymentPending
CM:
Washington State
AuthorizationNot Uploaded
ConsentDraft
Pre-QualifyUploaded
Reg: 2026-07-02
Declined
1
CB
Chloe Bennett
P1 pending
HousingPending
CM:
Washington State
AuthorizationNot Uploaded
ConsentDraft
Pre-QualifyUploaded
Reg: 2026-08-05
Inactive
1
IR
Isabella Russo
144551208WA
EmploymentVerified
CM:Alicia Brown
Washington State
AuthorizationNot Uploaded
ConsentClient Signed
Pre-QualifyNot Uploaded
Reg: 2025-01-18