Client Intake

Transfer-In Scrum Board

Manage clients transferring to GOALS from an outside service agency.

Role View
PCR Import History New Transfer-In
Total Active Transfers
5
Draft
1
Pending for Auth
1
Auth Received
3
Status
Program
Current Agency
Assigned Case Manager
Assigned Assessor
Date Created From
Date Created To
Showing 7 of 7 Transfer-In records
Draft
1
HG
Hannah Gold
143600819WA
Housing
CM:Sam Park
Tacoma Rescue Mission
Req: 2026-09-02Pending: —
Pending for Auth
1
KM
Kevin Morgan
144730288WA
Employment
CM:Priya Shah
Pierce County Works
Authorization response overdue — 44 business days pending
Req: 2026-08-24Pending: 45 business days
Auth Received
3
NB
Natalie Brooks
144712045WA
Housing
CM:Dana Reyes
Compass Housing Alliance
Req: 2026-08-12Pending: —
SC
Sofia Cruz
144002211WA
EmploymentHousing
CM:Priya Shah
Sound Pathways
Req: 2026-06-10Pending: —
DP
Daniel Patel
144588041WA
Employment
CM:Marcus Holt
Snohomish Employment Partners
Req: 2026-01-20Pending: —
Withdrawn / Cancelled
2
RQ
Riley Quinn
142500119WA
Housing
CM:Dana Reyes
Plymouth Housing
Req: 2026-05-04Pending: —
GO
Grace Okafor
142755603WA
Housing
CM:Sam Park
Metropolitan Development Council
Req: 2026-04-15Pending: —