02 / Work / 01
Opportunity Link
RECORDING PENDING / SYSTEM LIVE
Digital Systems
Record
Opportunity Link is a connected operating system for a service organization that was running intake on one form, attendance on another, referrals over email, and reporting by hand at the end of each month.
The work was to design one path a person travels through — arrival, intake, check-in, referral, record — and then build the system underneath it so staff enter information once and it stays usable everywhere it is needed.
It is a working system, not a concept. A recorded walkthrough of the live interface is being prepared; until it is in place this page shows the workflow structure rather than a simulated screen.
Scope
- Client intake
- Check-in / attendance
- Referral routing
- Client profile / record
- Program reporting views
Sequence
- 01Intake
A person is entered once, with the information programs actually use.
- 02Check-in
Attendance and visits attach to the existing record instead of a new form.
- 03Referral
Hand-offs between programs are routed and stay traceable.
- 04Profile
One record holds the history staff need when someone returns.
- 05Reporting
Program views are assembled from the same records, not rebuilt by hand.