You can create an intake by looking at the link Intake form Creation. To create a clone of existing record
click on [New Intake] action button on Case Detail tab.
It will create a copy of the existing Intake form and append number sequence as a suffix for differentiation and the latest Intake is always shown by default. You can create as many copies as you wish. [Intakes Count] button will show the count of Multiple Intakes created till now.
On Client Management Details panel user can change the the Case Template for a new copy if required By default it shows the template used in parent Intake form.
Remember if the Case Template is updated then activities on Case board are shown as per selected Case Template and it does not have any impact on the parent Case.
Click on [Intake Count] button To view the History of multiple Intakes
On cases popup select the respective Case name link .
It will redirect to Case Detail screen for the selected Case Name.