Client Inquiry Pre-Screen URLs

Overview

1. Pre-screen URLs are part of the "Client Access Pre-Screen" module
2. Requires prior setup of locations, client inquiry, programs, and assessments
3. 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