From Screening to Action: How HealthBase Turns Answers into Solutions

HealthBase is designed to help you move seamlessly from asking the right questions to taking meaningful action—without extra clicks, duplicate documentation, or guesswork.

This short video walks through the full flow in HealthBase:

  1. Asking structured screening questions
  2. Identifying a specific challenge
  3. Selecting an appropriate solution
  4. Automatically pre-filling a required form using information you’ve already collected

The goal is simple: less administrative work, faster action, and better support for the people you serve.


Step 1: Screening with Purpose

In HealthBase, screening questions are not just for documentation. Each question is intentionally linked to:

  • Common social or administrative challenges (e.g., benefits, housing, income, disability)
  • Real actions you can take if a need is identified

As you complete screening questions, HealthBase is already preparing the information needed for next steps.


Step 2: Identifying a Challenge

Based on the responses entered, HealthBase helps surface relevant challenges—clear, actionable problem statements that reflect what the individual is experiencing.

This removes the burden from you to:

  • Interpret vague screening results
  • Decide what “counts” as a need
  • Search through long resource lists

Challenges act as the bridge between screening and action.


Step 3: Selecting a Solution

Each challenge in HealthBase is linked to one or more solutions, which may include:

  • Public benefit applications
  • Verification or medical forms
  • Letters, affidavits, or supporting documentation
  • Referrals that require structured paperwork

Solutions in HealthBase are not just links—they include eligibility logic, required fields, and context about when to use them.


Step 4: Pre-Filled Forms (The Key Time Saver)

Once you select a solution, HealthBase automatically:

  • Pulls relevant information already entered (demographics, household details, conditions, dates)
  • Pre-fills the associated form or document
  • Reduces manual typing and data re-entry

Why This Matters

This workflow is designed to:

  • Reduce documentation burden
  • Improve accuracy and consistency
  • Help newer staff take the “right” next step with confidence
  • Make it easier to act at the point of care, not days later

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