Client intake and eligibility fields capture the information needed to qualify, manage, and report on a client household.

Use the Client Edit workspace to maintain this information.

Open Intake and Eligibility Fields

1. Open a client record.
2. Select Edit Client or open the Detail/Edit workspace.
3. Use the section navigation to move between field groups.
4. Save changes before leaving the page.

Application Status

The Application Status section contains case setup and identification fields, including:

• Client status
• Intake specialist
• Application date
• Record date
• Federal ID
• Faith-based organization flag
• Subrecipient
• SSN / EIN for 1098
• Applicant ID

Use this section to track the client’s current lifecycle stage and agency-level intake details.

Primary Client