Intake Screener

Setting up an Intake Screener 

If your program is listed on the Findhelp network, then you have the option to setup a custom screener to help determine if your organization can help people who reach out. 

When someone clicks “Apply” on your program card—whether through Findhelp or via program search in Kiip—they’ll be prompted to complete the screener. Once submitted, their responses will appear in your inbound client dashboard in Kiip, linked to their new client profile.

How to Set Up Your Screener

1. Log in to your Findhelp account

2. Click “Update Your Programs”

3. Select “Edit Contact Settings”

4. Under the contact method dropdown, choose:
   “Gather more info about eligibility with a customized screening form”

From here, you can:

• Edit the screener’s title and questions

• Mark questions as required or optional

• Add custom messages for participants who are eligible or ineligible

When you’re ready, click “Publish” to activate the screener for your program.

Viewing Screener Data

If you'd like to see your intake screener responses in aggregate:

1. Log into Findhelp

2. Navigate to your Program Analytics

3. From there, you can download a CSV file containing all screener data

This can be especially helpful for tracking trends and understanding who’s applying to your program.