Automatic initial eligibility verification

Purpose

1.1. Automate the initial verification of eligibility for adults entering foster care programs by instantly gathering, cross-refencing, and validating applicant data against service criteria, government records, and funding requirements.
1.2. Reduce manual intake workload and errors by integrating data from intake forms, identity documents, residency, health, and insurance status within eligibility workflows.
1.3. Ensure compliance with local, state, and federal regulations by capturing supporting evidence and generating audit trails during onboarding.

Trigger Conditions

2.1. Submission of new client intake form via online portal or email.
2.2. Receipt of client referral from authorized third party.
2.3. Upload of identification or medical documentation by applicant.
2.4. Scheduled batch check for new applications in CRM or EHR.

Platform Variants

3.1. Twilio
- Feature/Setting: Webhook on SMS intake; configure Studio Flow to trigger eligibility check on incoming message.
3.2. SendGrid
- Feature/Setting: Inbound Parse Webhook to capture email applications, automatically forwarding parsed data to verification logic.
3.3. DocuSign
- Feature/Setting: Envelope completed event, API callout to verify signed forms and ID data.
3.4. Salesforce
- Feature/Setting: Flow Builder with Platform Event triggers on new 'Client Intake' record, invoking external eligibility verification API.
3.5. Microsoft Power Automate
- Feature/Setting: Flow triggered by new entry in SharePoint list; HTTP action to eligibility service.
3.6. Google Forms
- Feature/Setting: On form submission, Apps Script Webhook sends response data for eligibility assessment.
3.7. Zapier
- Feature/Setting: Zap triggers on form submissions in Gravity Forms, applies filter logic, sends data to API.
3.8. Workato
- Feature/Setting: Trigger on new CRM record, invoke chain to cross-check multiple external data sources.
3.9. HubSpot
- Feature/Setting: Workflow Automation for new Contact records, webhook to eligibility verification endpoint.
3.10. Okta
- Feature/Setting: Event Hook on new user registration, trigger external validation microservice.
3.11. AWS Lambda
- Feature/Setting: API Gateway endpoint hit by intake app, executes eligibility logic in Lambda function.
3.12. Auth0
- Feature/Setting: Rule run on user signup to request supplementary eligibility information and flag in metadata.
3.13. Slack
- Feature/Setting: Slash command submits info; outgoing webhook to eligibility check.
3.14. Google Sheets
- Feature/Setting: On row insertion, Apps Script compares applicant data via REST API call.
3.15. Freshdesk
- Feature/Setting: Automation Rule on new ticket created, HTTP request to eligibility verification.
3.16. Smartsheet
- Feature/Setting: Workflow alerts on changes, triggers webhook payload to validation API.
3.17. BambooHR
- Feature/Setting: New Employee webhook to verify care worker eligibility credentials.
3.18. Quickbase
- Feature/Setting: Pipeline event fires on record creation, initiates multi-criteria eligibility check.
3.19. Typeform
- Feature/Setting: Response Webhook deployed to forward structured data for automated review.
3.20. Intercom
- Feature/Setting: Automation on new lead conversation, sets eligibility flag via external API call.
3.21. ServiceNow
- Feature/Setting: Workflow on Incident submit, connects to external eligibility assessment service.

Benefits

4.1. Eliminates data re-entry and manual cross-verification steps, reducing delays.
4.2. Enhances accuracy and compliance by validating against multiple authoritative sources instantly.
4.3. Provides a seamless onboarding experience with real-time eligibility decision and notifications.
4.4. Frees staff to focus on client support rather than administrative verification tasks.
4.5. Enables rapid scaling by supporting bulk eligibility checks and standardized intake flows.