Some organizations only perform one type of screening on their clients while other organizations may run multiple screenings. To address these varying requirements, Cúram Intake provides the ability to use single or multiple screenings. For example, an organization may choose to configure multiple screening categories in order to run a health and human services screening and an unemployment insurance screening for their clients. When multiple screenings are available, the first step in the screening process is to select the screening category. If the single screening option is available, then the selection of the screening category is bypassed and the worker is brought directly to a new screening. Here they can select the programs the client should be screened for.
Once the worker begins the screening script, a guided set of questions is asked (based on the organization's configured IEG script), at the end of which the configured rules are run to determine potential eligibility for programs configured by the organization.
The screening results are an indication of potential eligibility and not a guarantee that the client will be eligible for anything. The results may form the basis of a decision by the client as to whether to proceed with the intake process or not. If the client chooses not to proceed, then the worker can point him or her to other agencies or service providers which may be able to help. If the client decides to proceed with an application, then the worker can take an application for any program for which the organization has configured an application process.
The worker can select to discard an in progress screening without saving it or save it for later completion. In order to prevent the creation of duplicate in-progress screening records, the worker may not create a new screening for a program that already has an in progress screening. For example, the worker starts to screen a client for a social assistance program and saves the in progress screening script. Later, when the worker starts a new screening for child care and medical assistance programs for the same client, he or she must either resume or discard the existing in progress screening for the social assistance program.