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
  • Use your criteria, including dynamic calculators for Federal Poverty Line, work credits, and more
  • 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
  • Direct eligible users to resources via email referral, appointment scheduling, call back option, or warm transfer to your contact center
  • Optional document scanning and machine vision processing (W-2s for income verification, etc.)

Use Cases

  • Determine eligibility for low-income health insurance (Medicaid/CHIP)

  • Triage mental health assistance for those in crisis needing immediate help vs. those with less urgent concerns
  • Validate qualification for LIHEAP/utility assistance
  • SNAP/EBT benefits
  • EITC & Social Security
  • Public Charge inadmissibility determintations
  • Employment eligibility

Detailed Metrics & Reporting


Professional Survey Services

Survey design
Data analysis
Data reporting
Expert commentary
Contact Us