One screening. Every service that fits.
Screen once, match services, book, and refer with consent.
From one screening to every match
People answer once. Staff see each program a person may qualify for, and Optio suggests matches for people to decide.
The person decides what is shared
Each partner sees only what the person allows. Referral status comes back to your staff.
Referrals that close the loop
See when a partner accepts, schedules, and completes it.
Screened:
Needs screening completed online
Matched:
4 programs this person may qualify for
Booked:
Video visit booked with a matched partner
Shared:
Records shared with a partner, with consent
Accepted:
Partner accepted and scheduled the referral
| Module | What it does | Its job here |
|---|---|---|
| Benefits & Assistance | Screening, applications, decisions, and payments. | Screening and applications |
| Casework | Cases, plans, and referrals, together. | The shared person record |
| Front Door | Booking, check-in, reminders, and portals. | Booking and check-in |
The three modules
- Module
- Benefits & Assistance
- What it does
- Screening, applications, decisions, and payments.
- Its job here
- Screening and applications
- Module
- Casework
- What it does
- Cases, plans, and referrals, together.
- Its job here
- The shared person record
- Module
- Front Door
- What it does
- Booking, check-in, reminders, and portals.
- Its job here
- Booking and check-in