Feature available on CASEpeer Advanced
How to log into the Intake Portal. The investigator assigned to the Intake Packet will receive an email notifying them of the assignment. The email will also include a link to the Intake Portal. Only those with the Intake Portal permission can access the Intake Portal.
A worker can access the Intake Portal at my.casepeer.com/iportal or by clicking the hyperlink in any of the Intake Packet emails.
The worker will be taken to the Intake Portal login screen and can log in with their CASEpeer credentials.
The user will enter the Intake Portal and select the assigned packet they want to complete.
Here's how to Complete an Intake Packet.