CENTRALIZED CLIENT INTAKE MODULES
Client Intake & Qualification Modules are integrated to facilitate centralized intake and are customized to match your intake work flow. Additionally, these modules provide built-in safeguards to ensure intake specialists gather required information necessary for reporting purposes.
Appointment Screening & Scheduling
The Appointment Screening & Scheduling Module is used for two basic purposes: 1) to "pre-qualify" or "pre-screen" applicants prior to interviewing them; and 2) to match/schedule applicant's with available interview appointments. Available interview appointments are created in the calendar module and appear in a scheduling screen based on the office, program and (if desired) person conducting the interview.
Customized Client Intake
The Client Intake Module centers around the concept that you should not be forced to follow an intake process that is not based on your current practice. Thus, we customize the intake process to match your exact work flow and meet your exact data recording practices (i.e., what data fields you collect). This module also seamlessly integrates the Client Eligibility & Qualification module to ensure that the applicant qualifies for your services.
Centralized Conflict Checking
Centralized Conflict Checking is essential to efficiently and accurately determining whether representing a potential client creates a conflict of interest within your organization. The Conflicts Module is customized to match your organization's conflict policy. The module can search existing clients, adverse parties, non-adverse parties, abusers (in domestic violence cases) or a list of potential conflicts (board members, or affiliated organizations). The module runs in real time (searching all offices and programs in the database) and tracks whether there is a conflict or whether the application is a "duplicate" (for LSC purposes).
Client Eligibility & Qualification
The Client Eligibility & Qualification Module verifies whether an applicant meets your program's qualification criteria. Examples include: financial information/percentage of poverty (as calculated by the database); asset calculations and ceilings; citizenship status; problem code and location (county of residence/dispute); conflict and duplicate case status; and understanding of confidentiality and appeal rights. The system also tracks whether an applicant is LSC compliant, thus ensuring that only eligible clients are reported to LSC (non-compliant clients can still be entered in the system, but will not be reported to LSC).
Eligible Alien Determination Form
The Eligible Alien Determination Module tracks individuals that are not US Citizens, but qualify (for LSC) as Eligible Aliens. Eligible Aliens are organized by type of Alien (e.g., married to a USC, Agricultural worker, etc) and by the documents required for each category. The information is stored in the system and is later used to automatically generate an Alien Determination Form, in which the data is populated and stored with the client's file.
Adverse Party Information
The Adverse Party Module allows organizations to track information about each Adverse Party in a case (the system accommodates multiple adverse parties for each case). Users choose between four types of Adverse Parties: Individuals, Organizations/Businesses, Common Adverse Parties or No Adverse Parties. In addition to collecting basic information about each party, the system performs a conflict check to ensure that the adverse party is not an existing client.
Additional Party & Family Information
The Household Member Module allows organizations to track basic information about Non-Adverse Parties and Additional Household Members, including family members. Although implementation of this module is optional, more funders are requesting this information as part of their grant reporting requirements.
Case Disposition Module
Every Application in the system is tracked as a Matter or a Case and is associated with a disposition. Matters have a disposition of open applications, rejected applications or pending applications (i.e., pending case acceptance). Cases are either open or closed. The Case Disposition Module tracks the disposition of each Application and Case, including relevant information about closing and rejection so it can be properly reported. Additionally, the rejection screen "recommends" potential referral organizations based on applicant information.
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