New Transfer-In
Record a client transferring to GOALS from an outside service agency. The record is saved as Draft and may be completed later.
Client Information
Search and select an existing client from Client Profile, then populate the applicable client information.
Client details come from the Client Profile and are read-only here. To change them, update the Client Profile — the Transfer-In record stays in sync automatically.
Current Agency and Provider
Current outside agency contact details, current case manager contact, transfer request date, reason, and notes.
Program Transfer Selection
Define the route for Employment and Housing. Only programs marked Transfer to GOALS enter the Transfer-In workflow.
GOALS Assignment
Assigned GOALS case manager, supervisor, GOALS Service County, GOALS Service City, expected transfer date, and internal notes.
Optional at Draft. One document may cover both programs, link it to both instead of uploading twice.