Solution Center

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 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

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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

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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

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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

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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

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Files and Folders 10

• View Client Personal Files
• Upload File
• Add New Folder
• View Client Group Files
• Delete File

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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

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Groups 10

• Add Client to Group
• Edit Group Name
• Assign Quick Service to Group
• Assign Scale Service to Group
• Assign Program to Group

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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

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Profile Management 10

• Create New Client
• Delete Multiple Client Profiles
• Locate Client Profile
• Locate Staff Profile
• Filter Clients and Staff

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Programs 6

• View Client Programs
• Delete Program(s)
• Add Client to Program(s)
• View Program History
• Edit Client Program Information

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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

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Client Interaction Log 1

• Client Interaction Log

Agency Settings 20

• View Custom Fields
• Create Saved Custom Field (Use on Future Forms)
• Edit Custom Field
• Create Custom Field
• Default Fields

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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

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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!

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General 6

• Agency Logo
• Agency Type
• Default Next Assessment Date
• Count Employment Wage as Income
• Auto-assign Caseworkers

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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

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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

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?

Section A 0

Section B 0