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Client Inquiry Pre-Screen URLs
Overview
- Pre-screen URLs are part of the "Client Access Pre-Screen" module
- Requires prior setup of locations, client inquiry, programs, and assessments
- Managed through Admin > Manage Pre-Screen URLs
Key Features
- URLs are listed alphabetically
- Can be archived using the Archive button
- Supports document upload requirements
- Can check for active program enrollment
- Allows different paths based on client status
- Can direct to assessments, custom applications, or client inquiry forms
Prerequisites
- Trained empowOR Administrator
- Locations and Client Inquiry (Intake) setup
- Programs with Custom Applications (if needed)
- Assessments and Custom Applications configured
Steps to Create a New Pre-Screen URL
- Click "Add New Pre-Screen URL" button
- Complete the Fields section:
- URL Name
- Document Upload Information (if required)
- Pre-Screen Information
- Housing Statuses (optional)
- Configure the 1-2-3 Wizard
- Determine client routing based on system checks
- Choose paths for:
- Clients with active enrollment
- Clients found in system without enrollment
- New clients not found in system
- Select appropriate forms/applications for each path
- Save and Test
- Click "Save & Close"
- Test the URL as a client to verify configuration