Intake workers can schedule client interviews in order to complete an application. For some programs, an interview is always required with the client before eligibility determination, for example, food assistance and cash assistance. For other programs, an interview with the client is only required if there are issues such as missing or conflicting information on the submitted application form, for example, unemployment insurance.
When the client is in the office with the agency worker or on the phone, the application and interview step can happen at the same time. When the client is not present in the office or on the phone at the time of application, for example, where an application is received from an external channel, the intake worker may have to schedule an interview with the client.
The intake worker can schedule interviews with individuals who are not present in the office or on the phone, and notify the required attendees of the interview date and time. The details captured for an interview include the attendees (both clients and agency workers), the date and time of the interview, and the location of the interview.
The list of interviews or the application calendar can be reviewed to see the interviews that are scheduled for that application. Alternatively, an agency worker who is invited to the interview can view the interview in his or her user calendar, from their Cúram Inbox.
The intake worker can invite attendees, edit, complete, or cancel a scheduled interview. The user can invite additional attendees to the interview after it has been scheduled. Editing the interview enables the user to reschedule the time or date, update the location, or update the attendees. Completing the interview indicates that the client and worker met and completed the interview. Cancelling an interview indicates that the interview did not occur, for example, if the client did not turn up.