Intelligent Intake System III - Revision history

Jspenceratty: /* IV. How to Administer the Intake System */

2021-08-04T16:28:06Z

IV. How to Administer the Intake System

Jspenceratty: /* III. How to Use the Intake System – An Example Interview in Pictures */

2021-08-04T16:23:41Z

III. How to Use the Intake System – An Example Interview in Pictures

← Older revision		Revision as of 16:23, 4 August 2021
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	I. Answers to questions can be a:		I. Answers to questions can be a:
	a. Date		# Date
	b. Dollar Amount		# Dollar Amount
	c. Number		# Number
	d. Memo		# Memo
	e. Letter		# Letter
	f. Yes or No		# Yes or No
	g. List (multiple choice)		# List (multiple choice)

	J. Below is a question that presents the user with question that give a List to choose from. The next question the user sees is determined by which of the ‘multiple choices’ they select from the List. For example, Cabell might take them to a list of questions dealing with applying for rental assistance whereas choosing Fulton might go to a different question (since Fulton County might not offer rental assistance).		J. Below is a question that presents the user with question that give a List to choose from. The next question the user sees is determined by which of the ‘multiple choices’ they select from the List. For example, Cabell might take them to a list of questions dealing with applying for rental assistance whereas choosing Fulton might go to a different question (since Fulton County might not offer rental assistance).
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	They can:		They can:
	a. Indicate if the interview was completed and successful.		a. Indicate if the interview was completed and successful.
	b. Enter a closing comment about the interview.
	c. Print out the interview. There are signature lines at the end of the document for the Interviewer and the Interviewee to sign.		b. Enter a closing comment about the interview.

			c. Print out the interview. There are signature lines at the end of the document for the Interviewer and the Interviewee to sign.

	[[File:PrintOutInterview.png\|400px]]		[[File:PrintOutInterview.png\|400px]]
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	[[File:ExampleLetterPrinted.png\|400px]]		[[File:ExampleLetterPrinted.png\|400px]]

	IV. How to Administer the Intake System		=== IV. How to Administer the Intake System ===
	The people using the Intake system fall into two categories. Those who use the Questionnaires to interview applicants or clients, and those who build the interviews. This section deals with building the Questionnaires for intake people to use.		The people using the Intake system fall into two categories. Those who use the Questionnaires to interview applicants or clients, and those who build the interviews. This section deals with building the Questionnaires for intake people to use.

Jspenceratty at 16:20, 4 August 2021

2021-08-04T16:20:39Z

← Older revision		Revision as of 16:20, 4 August 2021
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	=== Clients & Eligibility ===		=== Clients & Eligibility ===
	This document explains how the Intelligent Intake System works, how to set it up, and the objects that support it. You don’t need to be a programmer to set up the lists of intake questions and dependent documents. However, like learning a cell phone app, you do have to invest some time to learn how to set up and use the system. Having some training from KCW could save you a lot of time.		This document explains how the Intelligent Intake System works, how to set it up, and the objects that support it. You don’t need to be a programmer to set up the lists of intake questions and dependent documents. However, like learning a cell phone app, you do have to invest some time to learn how to set up and use the system. Having some training from KCW could save you a lot of time.
	I. Overview
			==== I. Overview ====
	The Intelligent Intake System allows users to:		The Intelligent Intake System allows users to:

	A. Build a set of questions to ask clients in an interview on either or both the Eligibility and Client intakes.		A. Build a set of questions to ask clients in an interview on either or both the Eligibility and Client intakes.

	B. Design questions that branch to different questions, dependent upon the answers given by the interviewee.		B. Design questions that branch to different questions, dependent upon the answers given by the interviewee.

	C. Have List (multiple choice) questions that branch to different follow-up questions, depending on the interviewee’s selection.		C. Have List (multiple choice) questions that branch to different follow-up questions, depending on the interviewee’s selection.

	D. Set Questions to loop back, dependent on the answers. An example would be questions about the name and age of a child. If there were additional children, the interview would loop back and the questions repeated as many times as there are children.		D. Set Questions to loop back, dependent on the answers. An example would be questions about the name and age of a child. If there were additional children, the interview would loop back and the questions repeated as many times as there are children.

	E. Take these questions and answers and save, print and transfer them to case notes.		E. Take these questions and answers and save, print and transfer them to case notes.

	F. Link advice to the questions. Direct this advice to the intake worker and/or client, and display this advice during the interview.		F. Link advice to the questions. Direct this advice to the intake worker and/or client, and display this advice during the interview.

	G. Link prompts to questions and direct these prompts to the intake worker or client.		G. Link prompts to questions and direct these prompts to the intake worker or client.

	H. Automatically generate documents, the contents of which are dependent upon the answers given by the interviewee.		H. Automatically generate documents, the contents of which are dependent upon the answers given by the interviewee.

	II. Definitions		==== II. Definitions ====
	A. Questionnaire – A set of questions for the Applicant or Client that allows for branching, looping, etc.		A. Questionnaire – A set of questions for the Applicant or Client that allows for branching, looping, etc.

	B. Interview – A Questionnaire and the Applicant's or Client's answers created by the Intelligent Intake System		B. Interview – A Questionnaire and the Applicant's or Client's answers created by the Intelligent Intake System

	III. How to Use the Intake System – An Example Interview in Pictures		==== III. How to Use the Intake System – An Example Interview in Pictures ====
	A. The Interview begins by selecting the Intake System button on the Tools tab of either the Client or Eligibility Intake. Earlier versions of Prime have this choice on page 2 of the Client Intake or page 1 of the Eligibility Slip.		A. The Interview begins by selecting the Intake System button on the Tools tab of either the Client or Eligibility Intake. Earlier versions of Prime have this choice on page 2 of the Client Intake or page 1 of the Eligibility Slip.

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	B. This opens up the Intake System form, seen below. This form allows you to:		B. This opens up the Intake System form, seen below. This form allows you to:
	a. See a list of the old interviews on this case
	b. See the name of the person interviewed if someone other than the client		# See a list of the old interviews on this case
	c. Review an old interview		# See the name of the person interviewed if someone other than the client
	d. Start a new interview		# Review an old interview
	e. Go to the last completed question on an old interview		# Start a new interview
	f. Generate a document for an old interview.		# Go to the last completed question on an old interview
			# Generate a document for an old interview.

	[[File:GenerateDocOldInterview.png\|400px]]		[[File:GenerateDocOldInterview.png\|400px]]
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	E. There is one question and answer per page. Only one question is displayed since what the next question is can vary dependent on the interviewee’s answer. The user can enter:		E. There is one question and answer per page. Only one question is displayed since what the next question is can vary dependent on the interviewee’s answer. The user can enter:
	a. The answer to the question		# The answer to the question
	b. A comment about the question and answer		# A comment about the question and answer
	c. See a prompt and/or advice that applies to the question		# See a prompt and/or advice that applies to the question
	d. Go back to a previous question		# Go back to a previous question
	e. Save the Answer and move to the next question		# Save the Answer and move to the next question
	f. Stop the interview and store the questions and answers		# Stop the interview and store the questions and answers

	F. The questions can loop. This means that the same set of questions can be answered several times, such as when entering a list of children, each one with a separate name, birthdate, etc.		F. The questions can loop. This means that the same set of questions can be answered several times, such as when entering a list of children, each one with a separate name, birthdate, etc.

Jspenceratty at 16:15, 4 August 2021

2021-08-04T16:15:32Z

← Older revision		Revision as of 16:15, 4 August 2021
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	Documentation for the Intelligent Intake System III		== Documentation for the Intelligent Intake System III ==
	Clients & Eligibility		=== Clients & Eligibility ===
	This document explains how the Intelligent Intake System works, how to set it up, and the objects that support it. You don’t need to be a programmer to set up the lists of intake questions and dependent documents. However, like learning a cell phone app, you do have to invest some time to learn how to set up and use the system. Having some training from KCW could save you a lot of time.		This document explains how the Intelligent Intake System works, how to set it up, and the objects that support it. You don’t need to be a programmer to set up the lists of intake questions and dependent documents. However, like learning a cell phone app, you do have to invest some time to learn how to set up and use the system. Having some training from KCW could save you a lot of time.
	I. Overview		I. Overview

Jspenceratty at 16:01, 4 August 2021

2021-08-04T16:01:49Z

← Older revision		Revision as of 16:01, 4 August 2021
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	b. Reopening the Intake		b. Reopening the Intake

			[[File:ReopenTheIntake.png\|400px]]

	3. Code behind the forms		3. Code behind the forms
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	Follow-up documents requesting more information based on their answers		Follow-up documents requesting more information based on their answers

			[[File:Follow-upDocumentsBasedOnAnswers.png\|400px]]

	j. This is the cover sheet for building paragraphs on a document.		j. This is the cover sheet for building paragraphs on a document.
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	iii. Do choice 1 if the answer is Yes, equal to or within the range of the test, otherwise do Choice 2.		iii. Do choice 1 if the answer is Yes, equal to or within the range of the test, otherwise do Choice 2.

			[[File:DoChoice1IfYesExample.png\|400px]]

	m. Choose a Template to Apply or construct one and add it to the list of Templates. A template is an Access Report that goes through the questions and answers and adds things to the document dependent upon the client’s answer. Below is the template for constructing a form letter. It puts in the client’s address and then proceeds to populate the letter with paragraphs that are set by the above form and the client’s answer.		m. Choose a Template to Apply or construct one and add it to the list of Templates. A template is an Access Report that goes through the questions and answers and adds things to the document dependent upon the client’s answer. Below is the template for constructing a form letter. It puts in the client’s address and then proceeds to populate the letter with paragraphs that are set by the above form and the client’s answer.

			[[File:ChooseATemplateToApply.png\|400px]]

	V. Objects in the Intake System		V. Objects in the Intake System
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	(3) YON applies to just Yes or No Answers.		(3) YON applies to just Yes or No Answers.

	~~Contents of the InActionTake Table~~		[[File:Screen Shot 2021-08-04 at 10.56.45 AM.png\|400px]]
	~~Field ActionLetter ActionText ActionOrder ActionAppliesTo~~
	~~EEQ Go to Path 1 if Equal to the Entry or within the Range~~ - ~~Else Path 2 1 COM~~
	~~EGT Go to Path 1 if Greater Than the Entry or Range~~ - ~~Else Path 2 2 COM~~
	~~ELT Go to Path 1 if Less Than the Entry or Range - Else Path 2 3 COM~~
	~~Y12 Go to Path 1 if Yes, Path 2 if No 4 YON~~
	~~EP1 Always go to the Path 1 Question 5 ALL~~
	~~END End the Interview upon completion of this question 6 ALL~~

	b. InActionTakeDocList		b. InActionTakeDocList
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	ix. The Action to take based on the answer		ix. The Action to take based on the answer
	x. The Advice number to be displayed before the question is.		x. The Advice number to be displayed before the question is.



	B. Forms		B. Forms
	a. FInDocLetter		a. FInDocLetter
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	This is the form filled out by the Interviewer after filling out the introduction to the interview page identifying who is being interviewed, etc. This holds the question and allows the interviewer to enter the Answers, see the prompt, see the advice and enter a comment that refers to the question.		This is the form filled out by the Interviewer after filling out the introduction to the interview page identifying who is being interviewed, etc. This holds the question and allows the interviewer to enter the Answers, see the prompt, see the advice and enter a comment that refers to the question.

			[[File:inpInAnswersBox.png\|400px]]

	g. InpInCodeHelp		g. InpInCodeHelp
	This form provides help by displaying the usual codes used in the Intake System and what they mean.		This form provides help by displaying the usual codes used in the Intake System and what they mean.

			[[File:InpInCodeHelpForm.png\|400px]]

	h. inpInDocBuildQ		h. inpInDocBuildQ
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	The error checking queries can be run off of the Admin Screen for the Intake System and there is a tab on the Question builder that allows you to run them.		The error checking queries can be run off of the Admin Screen for the Intake System and there is a tab on the Question builder that allows you to run them.

			[[File:ErrorCheckQueriesRunFromAdminScreen.png\|400px]]

	a. QInAnswerQnumNotMatchQs		a. QInAnswerQnumNotMatchQs
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	Your instructions on how to generate a document have been deleted.		Your instructions on how to generate a document have been deleted.

			[[File:OverAllIISIIIFlowChart1.png\|400px]]

			[[File:OverAllIISIIIFlowChart2.png\|400px]]

Jspenceratty at 15:53, 4 August 2021

2021-08-04T15:53:31Z

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Jspenceratty: Created page with "Documentation for the Intelligent Intake System III Clients & Eligibility This document explains how the Intelligent Intake System works, how to set it up, and the objects tha..."

2021-08-04T15:38:56Z

Created page with "Documentation for the Intelligent Intake System III Clients & Eligibility This document explains how the Intelligent Intake System works, how to set it up, and the objects tha..."

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