============================ Intake ============================ When a user successfully completes a program's triage rules, they are provided the matching organization and may begin intake. .. todo:: Once Guided Navigation is fully implemented, users will be able to chose where to apply to. Intake process ================ The intake process generally: * Collects client information including: * Name * Alias * Nicknames * Date of birth * Demographics information, based on organization preferences, including: * Race * Ethnicity * Gender * Marital Status * Preferred language * Collects household size, broken into number of adults and children. Each organization may have their own definition of who to count. * Collects income information. Some organizations may: * Not collect any income information * Waive income limits for some populations * Contact information, including: * Phone type * Phone number * Opt-in for SMS * Email address * Address If the user passes validation (see below): * If the intake settings is set to "We call you," the user is given a list of appointment times. * These times are based on the intake settings, the service maximum limit, and the number of slots already filled. * The number of slots the user can pick is limited to the lesser of 3 or the number indicated by the program. * The user may opt to call the program instead * If the intake settings is set to "You call us," the user is given a list of times they can call the program. .. todo:: Currently this shows the callback slots; we will be replacing this to use Office hours instead. Validation ============ Most partners have income limits. * For programs with no income limits, the system will not check income * For programs that waive income limits for some populations, the system will ignore income limits if the user indicated that they are a member of the population. * For programs that have applicable income limits: * The system pulls the income standard to use and the maximum percentage from the intake settings or location_services. * The system pulls the income limits from the relevant Income standard entity. * The system calculates the user's monthly income based on the collected income information. * The system calculates the user's maximum income based on the income standard and household size * The system determines if the user is over income (monthly income exceeds maximum income) or not. If the user is over-income, the user is diverted to referrals. If the user is not over-income, they continue to the appointment and confirmation piece. E-Transfer ============ When the user gets to the final intake confirmation screen, their information is sent to the statewide online intake server. The e-transfer leverages Legal Server' intake API. .. code-block:: json { "firstName": "Test", "middleName": "", "lastName": "Test", "eTransferOrganization": "Land Of Lincoln Legal Assistance Foundation", "aliasFirst": "", "aliasLast": "", "addressHome": { "address1": "120 Main Street ", "city": "Belleville", "state": "IL", "zip": "62220", "county": "17163" }, "phoneHome": "315555555", "phoneHomeNote": "", "dateOfBirth": "1989-11-17", "email": "test@gmail.com ", "maritalStatus": "Separated", "race": "Other", "ethnicity": "", "gender": "Female", "language": "en", "citizenshipStatus": "", "immigrationStatus": "", "veteran": "", "disabled": "", "note": "Select the one that best fits your case:I want a divorce because I am being abused by my spouse. Or I want a divorce because my kids are being abused or in danger.; Do you have a safe phone number we can call you at?:Yes;; We call client; Callback Times:Wednesday, Jun 30, 2021, 12:00pm - 1:00pm;", "numberOfAdults": "1", "numberOfChildren": "1", "callbackType": "Callback", "callbackDayTime": "Callback Times:Wednesday, Jun 30, 2021, 12:00pm - 1:00pm", "externalID": "ILAOWeb-35825811", "incomes": [{"amount":"1100","frequency":12, "type":"Employment"}], "adverse_parties": {}, "program": "", "customField": {}, "jsonPayload": {}, "legalProblemCode": "32 Divorce/ Separation/ Annulment" } .. note:: In 2022 - 2023, we will begin to leverage the program, adverse_parties, customField, and jsonPayloadItem fields. Adverse parties ----------------- The JSON API supports passing Adverse party data. This includes: * Type, required * First name * Last name * Middle name * Address (in addr1, addr2, city, state, and zip elements) * Date of birth * Social security number * Gender * Race Supported types are: * Business (not Landlord) * Child * Domestic Partner (not Spouse) * Employer/Work Colleague * Former Domestic Partner * Former Spouse * Landlord (Owner) * Legal Guardian * Neighbor * Other * Other Family Member * Parent * Property Manager * Spouse .. note:: ILAO will never collect or eTransfer social security numbers .. code-block:: JSON [ { "type": "Spouse", "first": "Test", "last": "Test", "middle": "Test", "zip": "55555", "addr1": "500 Test Boulevard", "addr2": "Apartment 333", "city": "Bensonville", "state": "IL", "dob": "2/02/1972", "ssn": "555-55-5555", "gender": "Male", "race": "Other" }, { "type": "Landlord", "business_name": "XYZ Property Management", "zip": "55555", "addr1": "500 Test Boulevard", "addr2": "Apartment 333", "city": "Bensonville", "state": "IL", } ] Custom Field transfers ========================= The JSON API supports passing customField data two different ways. * via "jsonPayload" - using this transfer allows the customField data to transfer directly to the partnering organization's LegalServer * To transfer using the custom field's lookup number: * "jsonPayload": {custom_field_name_lookup_123":2[space],[any other custom fields] * To transfer text into a custom field: * "jsonPayload": {custom_field_name_lookup_321":"text"},[any other custom fields] * By transferring the customField information into ILAO's LegalServer and then matching that customField to the partnering organization's LegalServer * "custom_fields":{"ilao_custom_field_name_123":3[space],[any other custom fields] .. code-block:: JSON { "firstName": "Test", "middleName": "", "lastName": "Test", "eTransferOrganization": "Land Of Lincoln Legal Assistance Foundation", "aliasFirst": "", "aliasLast": "", "addressHome": { "address1": "120 Main Street ", "city": "Belleville", "state": "IL", "zip": "62220", "county": "17163" }, "phoneHome": "315555555", "phoneHomeNote": "", "dateOfBirth": "1989-11-17", "email": "test@gmail.com ", "maritalStatus": "Separated", "race": "Other", "ethnicity": "", "gender": "Female", "language": "en", "citizenshipStatus": "", "immigrationStatus": "", "veteran": "", "disabled": "", "note": "Select the one that best fits your case:I want a divorce because I am being abused by my spouse. Or I want a divorce because my kids are being abused or in danger.; Do you have a safe phone number we can call you at?:Yes;; We call client; Callback Times:Wednesday, Jun 30, 2021, 12:00pm - 1:00pm;", "numberOfAdults": "1", "numberOfChildren": "1", "callbackType": "Callback", "callbackDayTime": "Callback Times:Wednesday, Jun 30, 2021, 12:00pm - 1:00pm", "externalID": "ILAOWeb-35825811", "incomes": [{"amount":"1100","frequency":12, "type":"Employment"}], "adverse_parties": {}, "program": "", "customField": {"ilao_custom_field_name_123":3 ,"ilao_custom_field_name_321":"Full-time"}, "jsonPayload": {"custom_field_transfer_123":2 ,"custom_field_transfer_321":"Part-time"}, "legalProblemCode": "32 Divorce/ Separation/ Annulment" } Reminders =============== Reminders are sent to completed e-transfers as follows: * For those users who have a callback scheduled * By SMS, 1 hour and 24 hours before appointment if they opted-in to text * By email, 1 hour before appointment if they have not opted-in to text * For those users who are instructred to call the organization: * By SMS, 1 day after their application, if they have opted in to text messaging * By email, 1 day after their application, if they have not opted in to text messaging