What is a Screener?
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. It adds an extra layer to ensure that a person who is interested in your program is eligible for those services.
The tool enables you to…
Turn less people away: Ask custom questions to determine eligibility and ensure your organization receives referrals only from those you can serve.
Decrease the amount of back and forth: Gather all eligibility information in one form. This saves time for your organization and people in need.
- Provide a next step: Suggest alternative resources if someone screens as ineligible for your organization's services.
Screeners are mobile friendly, ADA and WCAG accessible, and use the HITRUST Common Security Framework to ensure compliance with NIST, HIPAA, and HICP.
Adding a Screener
Step 1: 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.
Step 2: Select Edit Contact Settings, this will tell us what we should do when people are trying to receive your services.
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.
The email listed here is the email that will be receiving 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: People 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.
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.
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: If the person filling out this form answers one question with an "Not Eligible" answer their entire form will be counted as "Not Eligible". Also, if they select multiple answers and have a combination of "May be Eligible" and "Not Eligible" answers within one question the Screener will count it as an eligible answer.
Step 6: Tell people “thank you” -- 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.
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.
Tips and Best Practices
The goal of this form is to help individuals determine if they are potentially eligible for your services. We want to make sure this form is not being treated like an application to receive services, here are a few reasons why...
- your Screener can only have 20 questions
- people filling this out can not come back to the form or save their answers