A local community center provides health care services to eligible local residents. Staff currently triage patients through of a series of qualifying questions that drive additional qualification questions. The center wants to extend triage capabilities to its volunteers to determine whether residents qualify for services. Service decisions need to be made immediately while the patient is interacting with the staff or volunteer.
Which solution should the consultant recommend?

Question

A local community center provides health care services to eligible local residents. Staff currently triage patients through of a series of qualifying questions that drive additional qualification questions. The center wants to extend triage capabilities to its volunteers to determine whether residents qualify for services. Service decisions need to be made immediately while the patient is interacting with the staff or volunteer.

Which solution should the consultant recommend?

Loyston Mathias · Accepted Answer

Create a Flow to guide volunteers on triage screens, capture accurate data and generate a services decision.

Loyston Mathias · Answer

Use Case records, Validation Rules and Process Builder to post case details to the central volunteer Chatter Group so all volunteers can collaborate on eligible services.

Loyston Mathias · Answer

Use a Standard Lightning Component to displaying custom fields from several objects and generate a services decision.

Loyston Mathias · Answer

Use a Workflow Rule with Field Updates and Case Assignment Rules to triage and assign the case to the proper services queue.

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