When an applicant arrives seeking cold weather 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 Cold Weather Screening with a new applicant seeking shelter. To complete a Cold Weather Screening with a previous client, click here.
1. Search for and select the applicant's name.
If you locate the applicant within Salesforce, click here for next steps.
2. Click Cold Weather Screening - New Female or Cold Weather Screening - New Male.
- 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.
4. Confirm that your name is filled in by Staff Member Performing Prescreening.
5. Enter Applicant Name by first and last name.
6. Enter their Phone number.
7. Enter their Email address if the applicant has one.
If the client doesn't have a phone number, click Client doesn't have phone.
9. Enter the applicant's Birthdate.
If the client refuses to provide their birthdate, select Yes to Client refused to provide birthdate.
10. Select the applicant's Gender according to their Government-Issued ID.
11. Read the script to the applicant.
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. Select your Intake Decision.
To learn how to accept an applicant, click here. To learn how to deny an applicant, click here.
Accepting a Cold Weather Applicant to Atlanta Mission
15. Take the client's photo with the Logitech webcam through the Microsoft Camera app or take the photo with your smartphone.
16. Ask How can I pray for you?, enter the prayer request, and pray for the applicant.
17. Press Submit.
18. Click Fill Out Waivers.
19. Have the client read through and sign off on the waivers on your touchscreen Chromebook or laptop.
20. Make sure they click Submit.
Screening complete! A new bed screening record has been created for the applicant. Their waivers have automatically uploaded to their Files. Now it's time to assign them a cold weather bed! Click here to learn how.
Make sure you upload the client's image to their contact record. Click here to learn how.
Denying a Cold Weather Applicant
15. Select the Denial Reason.
16. Read the denial script making sure to explain the denial reason.
17. Ask How can I pray for you?, enter the prayer request, and pray for the applicant.
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. Press Submit.
If the applicant provided a phone number or email address during the phone screening, they will received a text message or an email with the recommended referrals when you press Submit.
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