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Mobius User Guide

Published Date: November 24, 2017
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07 Needs Identification

The Needs Identification tool helps users identify programs and services that may help the Albertan they are working with. A Needs Identification session can be done anonymously or saved to a Person Record. The last page of the Needs Identification session has recommendations for the client. This page is broken into two parts, Programs You May be Eligible For (Applications Available) and Programs You May Be Eligible For (Applications Unavailable). For the programs that have applications available, an application can be started from the Recommendations page by clicking on the List Action Menu and selecting Apply.

Anonymous Needs Identification

Anchor Point: Workspace Section

  1. Select Anonymous NI from the Registration section of the Shortcuts Panel.
  2. Select the Needs Identification Tab.
  3. Select New.
  4. Enter the Personal Details.
  5. Select all applicable needs domains checkboxes. Each selected section will expand with more detailed questions.
  6. Select the Yes radio button where applicable.
  7. Select Next.
  8. Complete the questions on the following page(s) if required and select Next after each page.
  9. The Recommendations page will be displayed broken into two parts:
    a. Programs You May Be Eligible For (Application Available)
    b. Programs You May Be Eligible For (Application Unavailable)

    Note
    Anonymous Needs Identifications are not saved and cannot be returned to later.

Needs Identification on a Person Record

Anchor Point: Person Record

  1. Select the Needs Identification Tab.
  2. Select New.
  3. Enter the Personal Details.
  4. Select all applicable needs domains checkboxes. Each selected section will expand with more detailed questions. 
  5. Select the Yes radio button where applicable.
  6. Select Next.
  7. Complete the questions on the following page(s) if required and select Next after each page.
  8. The Recommendations page will be displayed broken into two parts:
    a. Programs You May Be Eligible For (Application Available)
    b. Programs You May Be Eligible For (Application Unavailable)

    Note
    Needs Identification sessions can be deleted from the Person Record, if necessary, by clicking on the List Action Menu and selecting Delete. The Needs Identification session will be removed from the Person Record.

    An in-progress Needs Identification on a Person Record can be saved and resumed later.

 

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