The following list describes the chapters within this guide:
- Cúram Common Intake Overview
- This chapter discusses the two-fold aim of CCI - to provide a means for the workers
to carry out the functions required as part of the intake process and to provide a
collaborative 'No Wrong Door' approach to the intake process for clients applying for
benefits. The chapter also provides a high level overview of the main components within
CCI.
- Identifying the Client
- This chapter describes the process for searching for a client and registering him or
her in the system. It also provides information on the intake process for an anonymous
person, maintaining person and prospect person information, and the use of the citizen
account in CCI.
- Triaging a Client and Using the Results to Address Client Needs
- This chapter describes the process for triaging a client to identify the client's
needs and responding to those needs in an expedient manner. The chapter also provides
information on how to perform triage and how the results of triage can be used to
respond to the client's needs.
- Screening Clients to Determine Potential Eligibility for Programs
- This chapter provides information on the client screening process used to determine
potential eligibility for one or more programs.
- Life Cycle of a Client's Application for Benefits: From Creation to Disposition
- This chapter provides information on the life cycle of an application for benefits
from creation to disposition. It also describes the various components of the
application process and associated configuration settings.
- Helping a Client Deal with a Life Event
- This chapter describes the process for recording a life event and how the results
are used to recommend programs and services for the client.
- Referring a Client to External Agencies and Service Providers
- This chapter provides information on what a referral is and how a referral is
created and sent to a community service provider and/or external agency.
- Case Worker Tools
- This chapter provides information on the tools that are available for workers
throughout the intake process, including the advisor, notes, PCR (Priority, Complexity,
Risk), alerts and user home page tools.
- Defining the Intake Process
- This chapter provides an overview of the key elements of CCI that can be configured
by an agency to meet its needs.