Business analysis > Curam Common Intake Guide > Triaging a Client and Using the Results to Address Client Needs

Running a Triage

As soon as the client arrives at an agency office or calls by phone, a triage can be performed to ascertain the client's needs. Triage can be performed for an anonymous person, prospect person, or registered person.

When performing a triage the worker asks the client a short set of questions which aim to capture information about the client's situation. Answers for triage questions are multiple choice which means a triage can be performed quickly. An answer must be provided to at least one of the triage questions to view the results.

Note: Once a triage has been started, it cannot be saved and opened at a later point. The worker can either complete or discard it.

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