Screener Settings

Tier: Program

Overview

A Screener is an eligibility form that will allow claimed programs to gather additional information from people in need who are attempting to receive your services (Seekers). It adds an extra layer to ensure that a person who is interested in your program is eligible for those services.

 

Setting up your Screener

Adding a Screener

Step 1: Log  and navigate to your claimed programs dashboard by selecting My Program Tools > Edit Program Listings.

Haven't claimed your organization's programs on Aunt Bertha yet? Click here to learn how.

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Step 2: Select Edit Contact Settings, this will tell us what we should do when people are trying to receive your services.

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Step 3: Select “Use a customizable Screening Application to gather eligibility info” in the drop down of what we should do when people are interested in your program.

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The email listed here is the address that will be receiving copies of the screening forms people in need are submitting. We won't publish this email anywhere, but make sure it is a reliable address. You can always navigate back to this page and change the address if need be. 

 

Step 4: Begin customizing your eligibility screening application --  we will automatically have a selection of default questions for you, however you will be able to add more questions to better determine if someone meets your organization's eligibility requirements. 

Default questions are:

  • Basic questions section: First and last name, email address, phone number

  • Living situation: Street address, city, state, zip code

  • Personal situation: Reason for contacting this program

NOTE: Individuals CANNOT save a form and submit it later, so let them know if they need documents on hand before they begin and ask only the questions needed to determine eligibility for your program--you can always send your organization's formal application once you've determined eligibility. 

Optional: Add another section of questions-- you can create more sections that fit the "need to knows" of your program. 

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Optional: Adding more questions to your sections. You have the ability to add more questions to a section and choose from an assortment of preset questions or freely customize your own question.

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Step 5: Determine your eligibility -- you will be able decide which questions will count as "eligibility questions" this will enable the Screener form to immediately give the seeker the dignity of a response with their eligibility status directly after they have submitted your Screener. To do this... 

  • Create your own question or choose one of our preset questions 
  • Select "Eligibility Question" this will make the question a determining factor if someone may or may not be eligible to receive your services.
  • Choose which answer choices are eligible or not eligible for your services (you can have multiple eligible and not eligible answers). 

Note:  We don't want to prevent an individual from receiving services simply because they made a mistake on an online form. That's why your organization sees every form in the Inbound Referrals view, (even if the individual has screened as 'Not Eligible') and can make the final eligibility determination. 

 

Step 6:  Confirm receipt of the form -- customize a confirmation message once a person has completed your screener. You will be able to customize messaging based on if someone was seen as Eligible or Not eligible. You can even add a folder of favorite programs in your area to this section to better direct ineligible seekers to additional resources. 

This message will be shown when the Screener is submitted. If the person seeking services chose to be notified via email, this message will also be included in their email notification. 

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Step 7: “ PUBLISH” -- make sure that all people connecting with you can see your questions by hitting the publish button, if you navigate away before you hit publish, your changes will not be saved.

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Tips and Best Practices

The goal of this form is to help individuals determine if they are potentially eligible for your services. This form is not meant to be a full application, and is limited to 20 questions

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