The Screener Dashboard provides program Claimers with a centralized view of all screening data. Use this dashboard to access individual-level insights, allowing you to review specific responses and better understand the unique needs of every seeker.
If you are interested in creating a screener for your program card, review this article!
Additionally this dashboard includes (includes PII so not pictured above):
Screener Response Details
This report shows the specific content of each completed form. It includes:
- Basic Screener Info: Screener ID, Site name, and Program name.
- Timestamps: When the screener was created and submitted.
- The Seeker: Name of the person the form was submitted for.
- The Source: Name of the person who submitted the form.
- Outcome: Current referral status.
- Full Responses: Every question asked and the specific answer provided.
Contact Information for Submitted Screeners
Use this report to quickly follow up with seekers. It captures:
- Identification: Screener ID, First and Last Name.
- Contact Details: Phone number and Email address.
- Eligibility: A "May Be Eligible" indicator based on their responses.
- Documentation: A direct link to the original form and the current referral status.
From here, you can export your data for offline analysis. This dashboard will automatically become available once you have selected a Screener Form as your primary intake method.
Best Practices
Optimizing Your Results To get the most out of your data, we recommend applying a combination of the following filters: Claimed Program, Date Range, and Aggregation.
How to Download Screener Activity
-
Locate the data: Hover your cursor over the relevant chart or table.
-
Open the menu: Click the three lines (menu icon) in the top corner.
-
Export: Select Download Data to save the file for your analysis.