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Constituent Intake Workflow

Overview

Section titled “Overview”

The Intake Workflow enables staff to register new community members, record household details, and identify immediate support needs.

1. Initial Constituent Screening

Section titled “1. Initial Constituent Screening”
  1. Open the app and select Constituents from the bottom navigation bar.
  2. Tap Submit Intake Form.
  3. Search for existing records using phone number or full name to prevent duplicate creation.
  4. If no existing match is found, select Create New Constituent Profile.

2. Completing Intake Forms

Section titled “2. Completing Intake Forms”
  1. Enter basic identification:
    • First Name and Last Name
    • Phone Number
    • Date of Birth
  2. Specify household composition (number of dependents, housing status).
  3. Select immediate need categories (Food Assistance, Housing Support, Clothing, Job Placement).
  4. Tap Save & Complete Intake.

The submission communicates with the Intake API.