Assistance Programs
Take the application on your own website, screen and enroll without re-keying a thing, and know before you issue whether this household has already been served.
Key Features
How It Works
1. Centralize Program Data
Run every assistance program you offer from one record per household — not a spreadsheet per program. Define your own program types, add the fields your funders require, and build the intake form once as a reusable template.
2. Take the Application Online
Publish your application to your own website or embed it directly in a page: no login, no account, no app to download. Applicants enter their details, answer a scored screening survey that skips the questions that do not apply, upload documents and sign, and the completed record arrives in your queue ready to work.
3. Issue Fairly, Without Duplication
Duplicate applications are one of the most common audit findings against assistance programs, so duplicates are flagged as records are created, and where two records are the same person you can merge them, and undo the merge if you were wrong. Households keep eligibility tied to who is actually in the home, and what you issue carries a value and a limit, so staff see a repeat request before the assistance goes out.
4. Track Outcomes
Put recurring reassessments on a schedule and the assigned worker is reminded as each falls due, and again if it goes overdue. Build the report your funder asks for by choosing the fields, filters and grouping, preview it, and export. Re-run the same definition next quarter.
Related
One Record Per Household, Every Program You Run
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