ETO Connect | Use Cases

Australia and New Zealand users: Connect is not currently available in your region. Visit the Ideas Portal to submit or upvote a request. Your votes help the product team prioritize what's built next.

Below are examples of how clients have used ETO Connect:

Intake Forms

• Create a TouchPoint that includes eligibility criteria. Pull eligibility questions into the Intake Form. Program staff can review responses in ETO and determine which Participants are eligible for services.

• Create a TouchPoint that functions as a consent form. Pull into the Intake Form. Electronic signature elements can be included in the TouchPoint if necessary.

• Create a TouchPoint that includes a question like "What are your service needs?" and provide a list of non-exclusive choices. Program staff can review responses in ETO and use Internal Referrals to direct the Participant to Programs (and/or Entities) that match their needs.

TouchPoints

• Scheduling/availability

• Preparation for an upcoming service. Example question: "What do you want to discuss in our meeting?" This would start a TouchPoint response the program staff would complete during or after the service.

• Pre and Post Assessments

• Alumni tracking to gather data for long term outcomes. Examples: job retention, graduation, stable housing, sobriety, financial goals

• Student assignments

---

Visit the main article with links to all our other ETO Connect content:

ETO Connect Main Page