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Knowledge base
General
FAQ
14
How do I clear my browser's cache?
How do I change my password?
How do I locate someone in the system?
Forgotten Password at Login
My clients disappeared!
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Anatomy of Genesis
7
Anatomy of the People Page
Anatomy of the Client Profile
Anatomy of Assessment History
Anatomy of the Places Page
Anatomy of the Groups Filter
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Videos
Videos Directory
1
VIDEOS: Table of Contents
eLogic NEXT Videos
11
NEXT Video - July 3, 2019 (Client Intake Report; Print Blank Assessment; Info Card and Tool Tips)
NEXT Video - July 15, 2019 (Client/Employee; Client Intake Report Update; New Custom Report Columns)
NEXT Video - July 29, 2019 (Assessment Collections; Client Groups)
NEXT Video - August 12, 2019 (Quick Dates to Quick Assessments; Add New Place; N/A Scales; -1 Scale Value)
NEXT Video - August 26, 2019 (Employment "Other" Separation Reason; Add Referral Source; Assessments Assigned to Program)
View all 11
Agency Admin Video Demos
9
VIDEO: Agency Admin - Tie Services to Scales
VIDEO: Agency Admin - Services
VIDEO: Agency Admin - Classroom Feature
VIDEO: Agency Admin - Roles and Permissions
VIDEO: Agency Admin - Custom Fields
View all 9
Standard User Video Demos
15
VIDEO: Standard User - The Basics
VIDEO: Standard Users - Classroom Functionality
VIDEO: Locate Client Profile or Create Client Profile
VIDEO: Add Family Members
VIDEO: Enter Client Demographics
View all 15
Live Webinars
2
VIDEO: Reports Webinar - August 7, 2019
VIDEO: Custom Reports Webinar - March 19th, 2020
How To's
6
VIDEO: Locate Clients Not Assigned to and Assign Navigators to Client Profiles
VIDEO: Quick Goal Plans
VIDEO: Dashboard
VIDEO: The People Page
VIDEO: Module 4 - How to Run and Fill In Module 4 Spreadsheet
View all 6
HOW (Standard User's Guide)
Program Applications
4
Create Applications
Search Created Applications
Delete Application
View Application Info Card
Assessments, Projections, & Goal Plans
14
Assessments Main
Conduct Assessment
Schedule Future Assessments
View Completed Assessments
View Assessment Score
View all 14
Budget
5
View Client’s Budget
Enter & Edit Client Income
Enter & Edit Client Expenses
Delete Income Type
Delete Expense Type
Contacts
3
View Contacts
Edit Contacts
Add Contacts
Education
0
Employment
9
Add New Employment, Wage, and Benefits
Add New Employer
Edit Employment Information
Search For Existing Employer
View Previous Employment
View all 9
Family
7
Add Family/Household Member
Manage Family
Transfer Family Member
Jump Between Family Members
Remove Client from Family
View all 7
Files and Folders
10
View Client Personal Files
Upload File
Add New Folder
View Client Group Files
Delete File
View all 10
Forms
6
Fill Out Form Electronically
View Previous Forms
Print Blank Form from Client Profile
Print Form Previously Filled Out
Delete Previously Filled Out Form
View all 6
Groups
10
Add Client to Group
Edit Group Name
Assign Quick Service to Group
Assign Scale Service to Group
Assign Program to Group
View all 10
Notes
9
Access Client Notes
Edit Client Notes
Delete Client Case Note
Search Client Case Notes by Keyword or Tag
Create New Client Intake Note
View all 9
Profile Management
10
Create New Client
Delete Multiple Client Profiles
Locate Client Profile
Locate Staff Profile
Filter Clients and Staff
View all 10
Programs
6
View Client Programs
Delete Program(s)
Add Client to Program(s)
View Program History
Edit Client Program Information
View all 6
Referrals
2
Refer Client Internally
Refer Client by Email
Services
9
Add Scale or Quick Service - Service Tab
Remove Service From Client
Search Quick Services Already Assigned to a Client
Add Quick Service Note
Add Scale Service - Assessment History
View all 9
Trainings
5
Register Client for Training
Training Status Button
View Trainings
Record Client Attendance to Training
Record Client Completion of Training
Reports
11
Create New Ad Hoc Report
Create New Custom Report
Running Reports - Setting Filters
Add New Saved Report
Custom Report - Results
View all 11
Client Interaction Log
1
Client Interaction Log
HOW (Agency Administrator User's Guide)
Agency Settings
20
View Custom Fields
Create Saved Custom Field (Use on Future Forms)
Edit Custom Field
Create Custom Field
Default Fields
View all 20
Assessments
13
View Assessments
Edit Assessments
Create Assessments
View Assessment Scales
Delete Assessments
View all 13
Files
8
Navigate Files
Download File
Edit Folder Name
Move File From a Folder
Remove (Delete) a Folder
View all 8
Financial
20
Add Funding Stream
Edit Funding Stream
Add Eligibility Calculator
Set Up Eligibility Calculator
View Income Types
View all 20
Forms
6
Create a New Form
Create a Custom Field on a Single Form
Edit Form
Know Your Field Type!
Know Your Form Choices!
View all 6
General
6
Agency Logo
Agency Type
Default Next Assessment Date
Count Employment Wage as Income
Auto-assign Caseworkers
View all 6
Intake Fields
4
View Intake Fields
Enter Intake Fields
Edit Intake Fields
Create Client Types
Programs
6
Add Program
View Programs
Tie Services to a Program
Tie Assessment to a Program
Edit Program
View all 6
Roles and Permissions
12
Roles and Permissions: Getting Started
Roles and Permissions: Full Creation Walk-Through
Create New Role
Copy Existing Role
Establish Tabs for a Role
View all 12
Reports
1
Agency Administrators! Read Before You Begin Building Reports!
Services
23
Add Agency Services
Add Item Groups
Add Referral Services
View Agency Services
View Referral Services
View all 23
Trainings
7
View Trainings
Add Training Group
Add Training
View Training Groups
Delete Training Groups
View all 7
Navigators
3
Manage Navigator Role and Status
Restrict User Access to Specific Clients
Remove User Restriction Access to Specific Clients
WHAT & WHY
eLogic Network
1
eLogic Network
Privacy Groups
1
Privacy Groups
Income Options
1
Income Options
Assessment Scoring
1
Assessment Scoring
Eligibility Calculator
1
Eligibility Calculator
Client Groups
1
Client Groups
Referrals
4
Network Referrals
Internal Referrals
Email Referrals
Referrals
Client Files/Folders
2
Personal Files/Folders
Group Files/Folders
Roles and Permissions
3
WHAT are some examples of Role and Permissions?
WHAT: Roles and Permissions
WHY: Roles and Permissions
Budget
0
Quick Services
0
Services That Trigger Automatic Quick Assessment
1
Services That Trigger Automatic Quick Assessments
Funding Streams
1
Funding Streams
Item Groups
1
Item Groups
Source: Inherit/Source: Own
1
Source: Inherit/Source: Own
Costs Associated to Services
0
Mandatory Fields
0
Lookups
0
Scale Type: Individual -vs- Family
1
Individual -vs- Family
Custom Fields
0
Cache
1
Clear Cache
Applications
1
Applications
Client Types
1
Client Types
Services
2
Service Breakdown
Quick Services
Programs
1
Application Info Cards
Reports
10
Report Filters
Ad Hoc Statements and Rules
Ad Hoc Rule Breakdown
Custom Reports -vs- Ad Hoc Reports
Role Permission: Report Management -vs- Report Viewing
View all 10
Info Cards & Tool Tips
1
Info Cards and Tool Tips
Assessment Collection
1
Assessment Collections
Notifications
1
Notifications
"Classes" Feature
1
WHAT is the Classes Feature?
Module 4
Section A
0
Section B
0
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