Solution Center

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

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