On air radio

Assess clients radio

Melinda Davison, health worker mentor

Workers need to be very clear about who their target groups are, what the criteria for admission are and what services they can provide. If workers are unclear about whether they can offer a service that meets the client’s needs, it can lead to confusion for clients.

If any of the services are unclear, it leads to a lack of consistency and confusion for clients. Take a look at this information about entry screening.


A health care worker talking with a client

Entry screening

Entry screening is the starting point for gathering and assessing information about the applicant. The purpose is to establish eligibility and evaluate the need for services.

The data gathered during the initial contact is basic and demographic: age, marital status, educational level, employment information and the like. Other information may be obtained to provide detail about aspects of the client's life such as:

  • medical evaluations
  • social histories
  • educational reports.

Strategies for conducting entry screening

Create a non-threatening, comfortable environment to put the client at ease and to assist with the exchange of information. If possible have another staff member to assist with accompanying children during the interview.

If you are unable to provide the service requested, let the client know as quickly as possible. Explain why you are unable to assist and refer the client onto a service that will be able to help.

If people are to be declined a service on the basis of their previous history, this should be checked with the program coordinator. Provide the client with information in manageable bits. Take your time to ensure the client is taking the information in.