On-Demand Webinar:

Eligibility Calculator: For Accelerated Client Program Enrollment & Referral Assignment

A digital presentation slide promoting Provisio demo for a Program Eligibility Calculator, designed for accelerated program enrollment and referral assignments, with Salesforce branding in the upper right.

Presented by Katie Bloomfield, Provisio Senior Solutions Engineer

Manually verifying program eligibility is time-consuming and inconsistent. With Provisio’s Eligibility Calculator built in Salesforce, your team can make faster, more accurate eligibility decisions—without flipping through handbooks or spreadsheets.

In this session, you’ll explore:

How to automate eligibility decisions using configurable rules tied to client data
How frontline staff can instantly check program eligibility from a single screen
How to trigger referrals and intakes automatically when a client qualifies

Watch the demo now and see how your organization can reduce intake friction, streamline client onboarding, and improve program access with confidence.

Complete the form to unlock on-demand access.