Assigned to
the Members list and the Dashboard load follow this
The intake call hasn't happened yet — four quick answers unlock the program checks and both forms.
Start the intake call
Requests from this member
Questions waiting on an answer. Replying in Messages — or marking answered — clears them from Home.
Calls simulated
Recent messages
A seeded member — part of the demo's morning. Margaret Rivera is the live run; her screen shows the full working surface.
Where things stand
Programs that may fit
Complete the remaining details
The NJSave portal asks for these too — Margaret gave them to you on the call. Recording them here lets DearBill fill the whole application.
Her Social Security number is deliberately not collected here — the counselor enters it by phone, directly in NJSave. It is never stored in this demo.
Call details recorded complete
All NJSave fields except the Social Security number now fill from the case. SSN is entered by the counselor by phone — never stored here.
Applications
Still missing
Finish with Margaret on her phone
One text, one secure link. The code is never in the SMS — you read it aloud.
Exactly what will be sent:
Read this code to Margaret on the phone — it is not in the text:
She enters it on the page the link opens. Open the member phone here if the room has no second device.