Client Inquiry Set-Up

empowOR's Client Inquiry module allows the public to submit household and participant information, request services, and upload documents securely via an online form.

• 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.

• Generate a Client Inquiry Link

• Open the Client Inquiry tab.
• Click GENERATE LINK to customize the form.

• 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.

• 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.

• 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.