Everything between the first phone call and a confident referral
The platform covers the whole pre-screening pipeline: collecting answers on any channel, scoring them against your rules, and giving your staff a workflow to act on the results — with the access controls and audit trail a healthcare-adjacent operation needs.
Change your screening script without filing a ticket
Screening questions, branching, and program logic are drawn on a canvas, not buried in code. When an income limit changes or your agency adds a program, the person who understands the policy updates the flow — and publishes a new version when it's ready.
Versioning means you can prepare next quarter's changes in draft while today's flow keeps running, and roll back cleanly if something was wrong. Phone, chat, and form all pick up the published version at the same moment, so channels never drift apart.
Policy changes go live in an afternoon instead of a development sprint.
Answer the questions that stall people mid-screening
People abandon screenings because something confused them — "does my roommate count as household?", "is that before or after taxes?". The chatbot answers those questions from a knowledge base you control, right inside the conversation, so patients finish instead of hanging up to call your office.
It stays in its lane: it explains and clarifies, but never invents eligibility answers. Anything it can't handle is routed to your team, and your staff can read full transcripts to see exactly what was asked and answered.
Fewer abandoned screenings, fewer repetitive support calls reaching staff.
Your staff's day starts with a prioritized list, not a call log
Every completed screening lands in one queue, scored and sorted, with the patient's answers, the reasoning behind the estimate, and any call recording a click away. Reviewers assign leads, leave notes for each other, set callbacks, and mark outcomes — so nothing lives in a personal spreadsheet.
Statuses move leads through a real pipeline: new, needs review, contacted, referred to the agency. Supervisors can see at a glance what's waiting, what's stuck, and who's handling what.
Your staff spends less time on obvious non-qualifiers and more on the people they can actually help.
Know which outreach is producing eligible applicants
Built-in reports cover eligibility outcomes by program, call volume over time, funnel drop-off by question, conversion by channel, and geographic distribution — the numbers a program director needs for a grant report or a Tuesday-morning ops meeting.
Because every channel flows through the same platform, you're comparing like with like: web chat against phone against form, this month against last, one county against another.
Funding conversations and staffing decisions backed by real screening data.
Everyone sees exactly what their job requires — nothing more
Agents work leads. Reviewers listen to recordings. Admins manage users and settings. Each capability — viewing leads, hearing recordings, editing flows, reading audit logs — is a discrete permission attached to roles you define, so access reflects your org chart rather than an all-or-nothing login.
Every sensitive action is written to a tamper-resistant audit log: who did what, to which record, when, and from where. When a compliance officer asks who accessed a recording, the answer is a filter, not an investigation.
Least-privilege access that satisfies your compliance reviewers by default.
See these features on your own use case
Bring your screening questions and program rules — we'll walk through how each one maps onto the platform.