---
schema_version: "1"
id: b59e067227a2cea681609488334b2505840d16465b2cb07aa7980e5fcb463491
title: Use the Intake Flow to Capture Client Details
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/crisis_center_use_intake_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.crisis_center_use_intake_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fec91a91a693f255af09ae90fda947514e95d81fc2d9deca7cd31cc2c427053a
description: When you accept a call or incoming messaging requests in the Crisis Support Center Management app, use the client intake flow to quickly enter basic client details.
products:
  - Health
release: "264"
---
# Use the Intake Flow to Capture Client Details

When you accept a call or incoming messaging requests in the Crisis Support Center Management app, use the client intake flow to quickly enter basic client details.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d30880e66">User Permissions Needed</th>
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        </thead>
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          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30880e66 ">To use the Crisis Support Center Management app: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30880e66 ">Manage Crisis Support Center Management App</td>

          </tr>
        </tbody>
      </table>

After you accept a call using Open CTI or messaging requests using Omni-Channel, the intake flow opens automatically. The flow opens in the Engagement Interaction tab for calls, and the Messaging Session tab for SMS and chats.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

Note If you don’t use Open CTI Softphone, you can create an Engagement Interaction record to trigger the intake flow.

1. Enter the client details.
2. Associate the client to an existing account using one of these options:
    1. Choose **Select account matching with the phone number** to search for an existing account based on the phone number.
    2. Choose **Select another account** to search for an existing account based on the name.
3. If there is no existing account, choose **Create a person account**. At a minimum, enter the client’s Last Name.
4. Click **Next**.
    
    The intake flow creates a case record and takes you to the case detail page.

#### See Also

- [_Salesforce Help_: Intake Flow and Engagement Interaction for Crisis Support Center Management](https://help.salesforce.com/s/articleView?id=ind.admin_crisis_center_intake_flow_and_engagement_interaction.htm&type=5&language=en_US)