STAGES OF THE JOURNEY

Arrange

PARTS OF THE PROCESS

INITIAL ASSESSMENT (Triage)

WHAT THE PARTICIPANT EXPERIENCE IS

They receive a phone call, email or SMS from you to attend the Initial Assessment.

HOW YOUR TEAM GETS NOTIFIED OF THIS ON MAKERBLE

Staff can see all of the people whom they need to do an Initial Assessment with by going to the Waiting List of their project 

See the contacts who are on your Waiting List(s)  

HOW YOUR TEAM DO THIS DAY-TO-DAY ON MAKERBLE

Go to the client’s profile page and choose the Initial Assessment contact form to fill in with them

Add an additional Contact Form to an existing contact

Link to GIF: https://drive.google.com/drive/folders/1kbBQ5a0b_3K0fYERjFtqUOlLwxvokPGT  

HOW YOU REPORT RESULTS ON MAKERBLE

See the number of people on your Waiting List each month  Productivity tab on the Manage Contacts page ​​

WHAT YOUR SETUP STEPS ARE TO HAVE THIS READY ON MAKERBLE

1. Choose how you will do the assessment e.g. phone call, in-person visit

2. Choose your assessment questions

3. What is your criteria to work with someone 

4. Where do you record the results of the Initial Assessment

HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS)

• Assign flags to a client to highlight important traits, e.g. Allergies, Prone to Violence, Safeguarding Concerns

• Use a formula to automatically calculate a verdict based on a client’s answers to your Initial Assessment