How to Create a Unified Entry Point to Services in Just 30 Days

Too often, people seeking help are forced to navigate confusing systems, repeat deeply personal information, and wait while agencies struggle behind the scenes with manual processes and disconnected data. Staff are stretched thin, eligibility decisions are slow, and opportunities to serve the whole person are missed.
In this webinar, Provisio shows how a unified entry point to services can change that—without months of discovery or overwhelming implementation work.

In this webinar, you’ll explore:

• How a single, shared entry point allows individuals and families to tell their story once, while staff gain a complete, real-time view across programs and services

• How a prescriptive intake model—aligned to social determinants of health—removes guesswork, accelerates implementation, and still allows for customization

• How automated eligibility screening and AI-driven program rule extraction reduce staff burden and speed up access to services

• How public portals, secure client portals, and optional provider portals create an inclusive, accessible experience across devices and languages

• How staff can manage eligibility, referrals, enrollments, and closed-loop tracking in one system, without switching tools

• Real-world examples from organizations like Ronald McDonald House of New York City and Victor Community Services, showing how different agencies modernized intake to meet their unique needs

Watch the webinar now to see how your organization can create a more welcoming, equitable, and efficient front door to services—in weeks, not months.

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