How does a counselor use Benefit Kitchen with clients?
A client can begin a screening or sit down with a caseworker and do a new screening.
If the client begins a screening on their own, be sure to get the client's account number (or the email address or mobile number they used to sign up for Benefit Kitchen) and their PIN. You can “assume” the client into your roster with this info.
Additionally, you can log into the Agency interface and use the "Add New Case" button. Enter the client's email address or mobile number and submit the form. Be sure to use a legitimate email address or mobile number so that the client can access their case later via the magic login.
If the client begins a screening on their own, be sure to get the client's account number (or the email address or mobile number they used to sign up for Benefit Kitchen) and their PIN. You can “assume” the client into your roster with this info.
Additionally, you can log into the Agency interface and use the "Add New Case" button. Enter the client's email address or mobile number and submit the form. Be sure to use a legitimate email address or mobile number so that the client can access their case later via the magic login.