Intake and Procedural Manuals
This section offers resources and manuals to programs
for client intake services and other service delivery procedures.
The Center for Elder Rights Advocacy Resource Library
Source: The Center for Elder Rights Advocacy
Content Type: Links to Hotline Resources
The CERA resource library offers a variety of hotline operation manuals.
South Carolina Legal Services Intake Playbook, Updated March 2007 (This resource is not specifically about serving elders.)
Source:
The Center for Elder Rights Advocacy
Content Type: Manual
The SCLS intake manual is used for SCLS telephone intake and in-person intake.
The Consumer Law Project for Elders (A Project of Connecticut Legal Services Inc.) Procedural Desk Reference Manual 2005 - 2007
Source: The Center for Elder Rights Advocacy
Content Type: Manual
The manual contains detailed instructions for call-flow handling, forms for tracking cases, and sample letters for a variety of consumer-related issues handled by the Project.
Remote Intake Interview for Use by Clients, 2008 (This resource is not specifically about serving elders.)
Source: Legal Services National Technology Assistance Project
Content Type: Article
An article by Eve Ricuarte of Iowa Legal Aid discussing the design and implementation of remote intake interviews.
Online Intake - An introduction, 2008 (This report is not elderly specific.)
Source: Legal Services National Technology Assistance Project
Content Type: Article
NTAP's introduction to online (or remote) intake.
Internet Intake in the Field - A Webcast Series (This resource is not specifically about serving elders.)
Source: Legal Services National Technology Assistance Project
Content Type: Webcasts
A series of webcasts explaining innovative remote intake projects at Legal Services of North Dakota, Center for Access to Justice & Technology, Iowa Legal Aid and the Ohio Legal Assistance Foundation.