HI Laura,
We use an online form in person appointment or online -
https://ccchouston.org/ceap/
It is our LIHEAP registration form, but it is also our intake form as well for any in-person appointments for other benefits.
Emily
From: bec@lists.ncoa.org <bec@lists.ncoa.org> On Behalf Of
Laura Ramos
Sent: Monday, February 22, 2021 9:13 AM
To: bec@lists.ncoa.org; erin.kee@ncoa.org
Cc: Sonya Barrera-Medrano <SBarrera-Medrano@aacog.com>
Subject: RE: [EXTERNAL] BEC Listserv: Request - Client Intake Form
Ms. Kee,
Attached is our BEC flyer, per your request.
Please let us know if you need anything else.
Thank you,
Laura Ramos
Medicare Benefits Counselor
Alamo Area Council of Governments
2700 NE Loop 410, Ste. 101
San Antonio, Tx 78217
Office: 210/362-5271
Mobile: 210/381-8963
Fax: 1-866-332-3252
Email:
lramos@aacog.com
From: Sonya Barrera-Medrano
Sent: Monday, February 22, 2021 8:59 AM
To: Laura Ramos <LRamos@aacog.com>
Subject: RE: [EXTERNAL] BEC Listserv: Request - Client Intake Form
Erin below, please cc me..
Sonya Barrera-Medrano
Benefits Counseling Coordinator
Area Agencies on Aging
Alamo Area Council of Governments
2700 NE Loop 410, Suite 101
San Antonio, TX 78217
210-918-1281 - Office
210-389-8723 – AACOG Cell
SBarrera-Medrano@aacog.com
From: bec@lists.ncoa.org [mailto:bec@lists.ncoa.org]
On Behalf Of Erin Kee
Sent: Monday, February 22, 2021 8:27 AM
To: bec@lists.ncoa.org
Subject: [EXTERNAL] BEC Listserv: Request - Client Intake Form
Good morning,
We are looking to update our resource library with an example of a client intake form you use for BEC clients when they first visit your organization. If you have an example you’d like to share, could you please send to me today?
Best,
Erin
Erin Kee McGovern, J.D., MELP
Director of Programs, Center for Benefits Access
Phone: 571-527-3940
National Council on Aging
Improving the lives of millions of older adults, especially those who are struggling
251 18th Street South, Suite 500
Arlington, VA 22202
www.ncoa.org |@NCOAging
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