When a new applicant arrives at The Shepherd's Inn in seeking shelter, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted.
This article describes how to complete a screening with a new applicant seeking shelter. To complete a screening with a previous client, click here.
1. Search for the applicant's name to ensure they are not a previous client.
If you locate the applicant within Salesforce, click here for next steps.
2. Click Screening - New Male Client.
- Light blue background ?'s: Ask the applicant.
- No background ?'s: You answer based on your observations.
- Yellow background ?'s: Determine eligibility* and are meant to be answered by you.
- Red background ?'s: Enable you to end the interview at any point and take you to the decision page. Helpful if an applicant refuses to continue the interview.
At any point in the interview, if you need to skip ahead to another section, use the page links in the yellow navbar. Ensure that you return to skipped sections to finish completing those questions.
3. Confirm that your name is filled in by Staff Member Performing Prescreening.
4. Enter Applicant Name by first and last name.
5. Select whether the Applicant has a preferred name or nickname. If so, enter their Preferred Name or Nickname.
6. Enter their Phone number. If they do not have a Phone, select Client does not have phone.
7. Enter their Email address if they have one.
8. Enter their Birthdate.
9. Enter their Gender according to their government-issued id.
10. Read the script to the applicant.
11. Answer No to Is Applicant a Previous Client?
12. Continue to ask and enter the answers to all of the screening questions, pressing next to navigate to the next section each time.
If the client refuses to continue the interview at any point, you can select End Interview at the bottom of each page and click next to be taken to the Decision page.
13. When you arrive at the Decision page, enter in a quick recap of your assessment under General Notes.
14. If needed, add a Client Alert to pop-up on their Salesforce Contact page.
The Client Alert will auto-populate in Salesforce with your name and the date you entered the client alert after your message.
15. Select your Intake Decision.
To learn how to accept an applicant, click here. To learn how to deny an applicant, click here. To learn how to set an applicant to pending review, click here.
Accepting an Applicant
For information about Denying an applicant, click here. For information on Pending Review with FH Director, click here.
16. Review the applicant's Recommended Persona taking time to note what qualifies an applicant for their Persona and what their answers were.
The personas are in prioritized order.
e.g. If a client has both unstabilized mental health and physical limitations, they should be on the Mental Health Limited track every time.
e.g. If a client expresses suffering from trauma, struggles with substance abuse and has physical limitations they would be in one of the Substance tracks every time.
17. If you disagree with the system recommended persona, you can select what you believe to be the correct persona.
18. Describe What prompted you to change the recommended persona?
19. Take the client's photo with the Logitech webcam through the Microsoft Camera app.
20. Ask How can I pray for you?, enter the prayer request, and pray for the applicant.
21. Press Submit.
22. Make sure to start the client filling out their intake form and waivers on the Chromebooks. Click here to learn how to do so.
Screening complete! A new bed screening record has been created for the applicant and they've been moved to approved on to the Screening Queue for the week.
Make sure you upload the client's image to their contact record. Click here to learn how to do so.
Denying an Applicant
16. Select the Denial Reason.
17. Read the denial script making sure to explain the denial reason.
18. Confirm that the Referrals auto-populated based on the denial reason and what the client shared. Select any additional referrals you might recommend.
19. Ask How can I pray for you?, enter the prayer request, and pray for the applicant.
20. Press Submit.
If the applicant provided a phone number or email address during the phone screening, they will receive a text message or an email with the recommended referrals when you press Submit.
Pending Review with FH Director
16. Read the pending review script.
17. Ask How can I pray for you?, enter the prayer request, and pray for the applicant.
18. Press Submit.
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