This article defines and provides examples of exclusively financial CarePortal requests and offers best practices for how agencies can enter these requests in a way that increases the chances of getting a response.
Included in This Article:
- What is an Exclusively Financial Request?
- Important Tips for Submitting an Exclusively Financial Request
What is an Exclusively Financial Request?
It is vital that CarePortal requests are submitted with the highest level of accuracy possible so that responders are able to quickly understand what is needed and what their potential involvement would include. One easy way to maintain this accuracy is ensuring that each request is labeled correctly-- either for "goods and services" or "exclusively financial".
Exclusively financial requests focus entirely on the need for a payment (or portion of a payment) to be made on behalf of a family in crisis. No items or services are being requested that a responder may be able to purchase, deliver, or provide themselves.
Examples of exclusively financial requests:
- Utility bill assistance
- Rent assistance
- Court fees assistance
Examples of goods and services requests:
- Beds & other furniture
- Exterminator services
- Building/repair projects
Important Tips for Submitting an Exclusively Financial Request
When a caseworker indicates a request is exclusively financial in nature while completing the New Request online form, the CarePortal platform will pre-select "Custom Need" in the are where each Need is entered. The caseworker is then able to relabel the needed "item" and add the appropriate dollar value. This should correlate to the story that was written in the section above this detailing what the need is and why it's needed.
Here are two important tips to consider for these requests:
1. Proactively Answer Common Questions
To increase the chances of a request receiving a response, it helps to use the "Story/Case Description" box to genuinely advocate for the family and thoughtfully address any questions someone reading the request would wonder, such as:
- Will the family be back in this situation next month and, if so, is there a plan for that?
- Is the family contributing anything to the need themselves?
- Is it possible to provide other needed items/services that would allow other money to be redirected to this financial need?
2. Break Up Larger Needs into Multiple Smaller Needs
It is highly recommended that exclusively financial needs of $200 or more are broken into multiple smaller needs, which allow for multiple responders to contribute to meeting the need instead of a single responder to cover the entire request. CarePortal responders have the option to respond to single or multiple needs included on each request, but they do not have the ability to commit to a portion of one need on the list.
For example, if the financial request is for utility assistance for $300, three different "Needs" of $100 each could be added to the request, as shown below.