As soon as the client arrives at an agency office or calls by phone, a triage can be performed to ascertain the client's needs. Triage can be performed for an anonymous person, prospect person, or registered person.
When performing a triage the worker asks the client a short set of questions which aim to capture information about the client's situation. Answers for triage questions are multiple choice which means a triage can be performed quickly. An answer must be provided to at least one of the triage questions to view the results.