Intake & Assessment
Eligibility
Screening and documenting whether a person qualifies for a program or funding stream.
Product support
Documented support
- Clarity Human Services by Bitfocus
Program eligibility requirements drive Clarity's eligibility engine with automated screening (coordinated entry page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Eligibility rules with automated screening and enrollment; HMIS eligibility engine and prioritization tools (product page, HMIS page).
vendor reported
- Exponent Case Management by Exponent Partners
Eligibility and enrollment information collected in one place (workforce page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Homepage explicitly says Intake & Eligibility.
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Business Rules Engine determines program eligibility and calculates fees/disbursements with a no-code rules engine (pricing page).
vendor reported
Partial / qualified support
- Salesforce Nonprofit Cloud by Salesforce
ProgramEnrollment carries eligibility status fields; no eligibility-determination engine documented for the nonprofit product (Developer Guide).
vendor reported
Unclear
Evidence exists but does not settle the capability.
- Casebook by Casebook PBC
Screening decisions are documented in Intake, but a general eligibility-management capability was not clearly established.
vendor reported
4 researched products have not yet been verified for this capability — that is a research gap, not an assessment.