empowOR's Client Inquiry module allows the public to submit household and participant information, request services, and upload documents securely via an online form.
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Create a Client Inquiry Location
- Navigate to: Admin ➤ Agency Info & Client Inquiry ➤ Location & Client Inquiry.
- Either add a new location or edit an existing location.
- Location selections can be defined or edited by going to Admin ➤ Managed Items ➤ Managed List Items ➤ Agency-Location Types
- Enter a Location Name and select a Location Type.
- NOTE: If the location will be used for more than only Client Inquiry, it may be necessary to set up additional information on this page.
- Click SAVE to proceed.
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Generate a Client Inquiry Link
- Open the Client Inquiry tab.
- Click GENERATE LINK to customize the form.
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Customize Basic Client Inquiry
- Upload an agency logo (90x90 px).
- Enter a primary contact email.
- Enable email notifications for new inquiries (optional).
- Add custom headers/subheaders to clarify available services.
- Enable Auto-Enrollment to create pending enrollments in a selected program (optional).
- Click SAVE frequently to prevent data loss.
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Configure Required Components
- Household Information: Define required household fields.
- Client Information: Collect participant-specific details (First Name, Last Name, and DOB are always required).
- Household Summary, People & Consent: Ensure consent settings are properly configured.
- Thank You/Redirect: Optionally, redirect clients to a designated webpage after form submission.
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Add & Organize Optional Components
- Custom Application (for Laserfiche users): Attach consent or client access forms.
- Assessment: Require clients to complete an assessment.
- Referral Summary: Displays referral options based on assessments.
- Document Upload: Allow clients to submit supporting documents.
Use the arrows to arrange the order of optional components and archive any unnecessary ones. Remember to save often to retain your settings.