The Intake form should default to the first actual intake session date, as that is the standard for how clinicians bill insurance companies and do intakes. Or, we should be able to change the date to represent the contact that represents the actual intake. Right now it defaults to when the case is opened, but the client might not be seen for weeks - a phone call is not an intake session. And the therapist is generally the person who completes the intake document, not the person who briefly speaks to someone on the phone.
The Intake form should default to the first actual intake session date, as that is the standard for how clinicians bill insurance companies and do intakes. Or, we should be able to change the date to represent the contact that represents the actual intake. Right now it defaults to when the case is opened, but the client might not be seen for weeks - a phone call is not an intake session. And the therapist is generally the person who completes the intake document, not the person who briefly speaks to someone on the phone.