Provider Readiness Checklist

1. Public information ready

• Public resource name confirmed
• Public phone number confirmed
• Days and hours confirmed
• Address confirmed for public display, or marked hidden with replacement wording
• Resource description approved

2. Status update ready

• Public status labels selected from: Available, Limited, Full, Call First, Appointment Required, Referral Required, Closed Today
• Decision made on showing unit counts publicly
• Typical update frequency identified

3. Privacy and safety review

• Sensitive information removed from all public fields
• Sensitive location question answered; hidden if applicable
• Never-public list documented with the administrator
• Confirmed: no client records are involved at any point

4. Staff update contact

• Update contact assigned (name, role, email or phone)
• Backup update contact assigned
• Update link delivered to the right person
• Update link tested with one practice status change

5. Public instructions

• Eligibility rules confirmed in plain language
• Documents required confirmed
• Intake instructions confirmed (walk-in, call first, appointment, or referral)
• Standard public note drafted, if any
• Language and accessibility notes confirmed

6. Pilot agreement

• Provider understands availability is not guaranteed and every page says so
• Provider understands HelpSignal does not replace intake, HMIS, coordinated entry, 211, or case management
• Written listing permission received
• Provider agrees to the 30-day pilot

7. Go-live checklist

• Listing previewed by the provider
• First real status posted by the provider
• Public page verified on a phone
• Weekly check-in day agreed
• Go-live date recorded

HelpSignal does not replace HMIS, coordinated entry, 211, provider intake, or case management. It complements existing systems by adding a public-facing status layer for local urgent resources.

Availability is not guaranteed. Status is based on the latest provider or admin update. Call first when possible.