Enrollment That Connects to Care

“Paper applications are still piling up”

• Set up tablets at intake locations for digital enrollment
• Train intake staff to assist clients with form completion
• Create a simplified form for staff to enter paper applications

“We have duplicate client records across programs”

• Use email or phone as a unique identifier
• Create a duplicate detection view that flags matching names/DOBs
• Use prefilled links for clients enrolling in additional programs

“Eligibility follow-up calls take too much time”

• Add eligibility screening questions upfront with conditional logic
• Create a view for applications needing eligibility verification
• Set up automations to request missing documentation

Can we have multiple programs in one form?

Use a Program field as a linked record selector. Conditional logic can show program-specific questions based on the selection. Or create separate forms per program if they're very different.

How do we track household members?

Create a separate Household Members table linked to Clients. Use a separate form or repeating section to add family members. Rollup fields can count household size automatically.

Can clients enroll in multiple programs?

Link Clients to Programs as a many-to-many relationship. Each enrollment can be a separate record, or use a junction table to track enrollment dates and status per program.

What about consent and privacy?

Add checkbox fields for consent with clear language. Use attachment fields for signed consent forms. Filla forms can include terms that must be accepted before submission.

How do we handle partner referrals?

Add a Referral Source field and conditionally show Partner Agency name. Create views filtered by referral source for partner reporting. Track referral outcomes for partner relationships.