Business analysis > Curam Integrated Case Management Guide > Assessing Needs - From Initial Contact to Integrated Case Creation
Supporting the Agency's Triage, Screening, and Intake Processes
The application provides tools that are designed to support the agency's triage, screening, and intake processes. The purpose of these tools is to establish what a person needs on initial contact with the agency and also to determine potential eligibility and actual eligibility for needs-based programs and/or need for services. The tools provided allow clients to communicate with the agency via a number of different channels and allow the agency to manage the following tasks:
- Triage: A person is asked a short set of questions to quickly identify services, screenings, and products which may meet their needs.
- Eligibility Screening: Individuals are screened to determine their potential eligibility for specific programs offered by the agency. If eligible, these programs are typically delivered to the individual in the form of benefits.
- Program Intake Processes: A person may be eligible for needs-based and/or protection-based programs identified as a result of screening or independent of the screening process.
- Life Event Management: Life event management allows the agency to manage the reporting of a person's life events, such as the birth of a child, marriage, or a change of address or employment.
The following infrastructures are provided that include tools and functionality that enable the client and/or agency to perform intake: Curam Universal Access (UA) and Curam Common Intake (CCI). UA is a citizen focused module that allows clients themselves to interact with the agency online using a web self-service application. For more information on UA, see the Curam Universal Access Guide.
CCI provides a set of features and functionality that an agency can tailor to meet the requirements of its internal intake processes. For more information on CCI, see the Curam Common Intake Guide.
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