Registering a Prospect Person

Clients are registered as prospect person participants when the organization does not have enough information to register them as person participants. Prospect persons are modeled similarly to person participants but there are fewer information requirements. If the organization receives more information on the client after registering them as a prospect person, for example, if the client goes ahead with an application for a program, the prospect person can then be registered as a person participant. For more information on prospect persons, see the Cúram Participant Guide.

Cúram Intake provides an automated search and match feature, which an organization can configure to use during the application case creation process. Search and Match automatically searches for registered persons that match the details of the prospect person applying for programs, and, based on configured search criteria, determine whether the prospect can be matched to a registered person automatically. For more information see Searching, Matching and Registering Clients.