A client may visit an agency to find out their potential eligibility for programs or services while remaining anonymous. The intake worker has the facility to carry out a triage and/or screening for a client to identify potential services and/or programs that may help them meet their needs without searching for the client or registering them in the system. If the client wants to proceed with the application process, he or she must then provide name and address details.
In CCI, an intake worker can start the intake process for an anonymous person. When the intake is begun, system will create a prospect person record for the anonymous person and assign a unique identifier to the client (for example, Anonymous Person 1). The worker can then perform triage and screening activities for the client.