From screening to payment
Find programs, finish applications, and track what is owed.
From missing pages to complete files
Two people with the same situation get different answers from different staff.
Everyone screens against the same rules, so the same facts get the same answer.
An application comes back weeks later because one signature was missing.
Missing items are flagged before anything is filed.
A family calls asking about help they were promised, and nobody can find it.
Every approval and payment is on the record, so anyone can answer.
From first question to payment
Follow Tara’s request for emergency food help.
Screen
One short screening shows the programs Tara may qualify for.
Eligibility screening
Apply
The application fills in from her record and lists what is missing.
Guided applications
Review
A reviewer checks it against the program’s rules.
Assistance programs
Decide
The decision is recorded with who made it and why.
Approvals
Pay
The payment and what is still owed sit on the record.
What is owed
Everything in Benefits & Assistance
Eligibility screening
See which programs a person may qualify for.
Services matching
Include partner services, not only your own programs.
Guided applications
Step-by-step applications that list what is still needed.
Assistance programs
Set each program’s rules and the help it gives.
Approvals
Each decision is recorded with who made it and why.
Decision letters
Plain-language letters, filed on the record.
Appeals
Track each appeal from request to outcome.
What is owed
See what was promised, paid, and still owed.
Works with Casework, Finance, and Insights & Reporting. Optio suggests, and people decide, in every module.