Eligibility Screening


Screen potential clients for eligibility for assistance programs


  • Clients can evaluate their eligibility 24/7 with no wait time, in their language of choice
  • Reduce staff time and resources spent on screening and intake
  • Receive up-to-date information on who’s being screened and who’s eligible for programs

Use Cases

Screen Chinese-speaking clients for eligibility for low-income housing programs, earned income tax credit, SNAP, LIHEAP, etc...

Re-enroll existing program participants into assistance programs in a timely manner to prevent breaks in benefits

Program eligibility pre-screening SMS tool

How It Works

Upload Contacts / Promote Text to Opt-In

Collect eligibility information through dynamic screening questions

  • Option to receive photo documentation (e.g. address or paystub verification)

Refer eligible candidates to next steps to complete the enrollment process

  • Send information on what to expect and how to prepare
  • Option to schedule calls with staff

Option to invite a friend to take the screener as well

See engagement metrics

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