Welcome to the eLogic Genesis Video Table of Contents!


Use the table below to locate and watch How To videos on a variety of topics

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Application RoleCategoryTopic (w/Timestamp)Video Name + Link
Agency AdminAnnouncementsAnnouncement History 1:36NEXT - September 23, 2019
Agency AdminAnnouncementsCreate Agency Announcement to Publish 00:32VIDEO: Agency Admin - Announcements
Agency AdminAnnouncementsCreate and Publish Agency Announcement 1:47NEXT - September 23, 2019
Agency AdminAnnouncementsCreate and Publish Network Announcements 04:21VIDEO: Agency Admin - Announcements
Agency AdminAnnouncementsDelete Announcement 02:52VIDEO: Agency Admin - Announcements
Agency AdminAnnouncementsEdit Announcement 02:23VIDEO: Agency Admin - Announcements
Agency AdminAnnouncementsNavigate to Agency Announcements 1:05NEXT - September 23, 2019
Agency AdminAnnouncementsNetwork Announcements 03:44VIDEO: Agency Admin - Announcements
Agency AdminAnnouncementsNetwork Announcements 3:47NEXT - September 23, 2019
Agency AdminAnnouncementsPublish Agency Announcement Draft 2:47NEXT - September 23, 2019
Agency AdminAnnouncementsRe-send Agency Announcement 3:09NEXT - September 23, 2019
Agency AdminAnnouncementsSample Announcement 0:31NEXT - September 23, 2019
Agency AdminAnnouncementsSave Agency Announcement 01:54VIDEO: Agency Admin - Announcements
Agency AdminAnnouncementsSave Network Announcements 05:40VIDEO: Agency Admin - Announcements
Agency AdminAnnouncementsUpload Agency Logo 0:42NEXT - September 23, 2019
Agency AdminAnnouncementsWhat are Announcements? 0:14NEXT - September 23, 2019
Agency AdminAssessment ScalesHow N/A scales affect Assessment Scoring 4:37NEXT - August 12, 2019
Agency AdminAssessment ScalesIndividual-vs-Family Type: Scales 15:46NEXT - September 9, 2019
Agency AdminAssessment ScalesSetting Scale Statement Value to "-1" 4:18NEXT - September 9, 2019
Agency AdminAssessment ScalesSetting scale statement value to negative one 7:06NEXT - August 12, 2019
Agency AdminAssessmentsAssessment Collections 4:58VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsAssessment Column Options 0:37VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsAssessment Tab 0:22VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsCompletion Optional 1:21VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsConduct Assessment Collection 5:20VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsCreate Assessment Collection 7:03VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsCreate New Assessment With Existing Scales 2:27VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsEnable Family Assessment Copying 01:36NEXT - November 4, 2019
Agency AdminAssessmentsFinalize Incomplete Assessments Setup 2:24NEXT - September 9, 2019
Agency AdminAssessmentsIndicate Primary Assessment 1:44VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsPerformance Report 0:53VIDEO: Agency Admin - Manage and Create Assessments
Agency AdminAssessmentsSet up new Assessment Collection 1:27NEXT - July 29, 2019
Agency AdminAssessmentsTurn On Copy Assessments Across Family Members 02:37NEXT - November 4, 2019
Agency AdminAssessments Organizing Assessments by Program 3:13NEXT - August 26, 2019
Agency AdminAuto Assign Navigator"Auto Assign Navigator" Considerations 08:25Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Agency AdminAuto Assign NavigatorEnable "Auto Assign Navigator" Feature 09:57Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Agency AdminAuto Assign NavigatorExample: Intake Specialists and "Auto Assign Navigator" Feature 09:13Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Agency AdminClassesAdding registrants to Class Periods 7:47VIDEO: Agency Admin - Classroom Feature
Agency AdminClassesClasses Home 5:25VIDEO: Agency Admin - Classroom Feature
Agency AdminClassesCreate the Class 1:43NEXT - October 7, 2019
Agency AdminClassesCreating repeating class Sessions 5:47VIDEO: Agency Admin - Classroom Feature
Agency AdminClassesCreating Single class sessions 10:47VIDEO: Agency Admin - Classroom Feature
Agency AdminClassesCreating the Class 1:43VIDEO: Agency Admin - Classroom Feature
Agency AdminClassesCreating the Class Period 2:38VIDEO: Agency Admin - Classroom Feature
Agency AdminClassesGrant users the Classes Role Permission 0:49NEXT - October 7, 2019
Agency AdminClassesGranting the Classes Role Permission 0:49VIDEO: Agency Admin - Classroom Feature
Agency AdminClassesTaking Attendance 8:22VIDEO: Agency Admin - Classroom Feature
Agency AdminClient IntakeAdd "Referral Source" option to drop-down list 2:47NEXT - August 26, 2019
Agency AdminCustom FieldsCreate a Checkbox custom field 3:43VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsCreate a Dropdown custom field 6:35VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsCreate a Large Textbox custom field 7:23VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsCreate a Radio custom field 2:20VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsCreate a Textbox custom field 5:10VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsCreate Custom fields 1:44VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsDistinguish Custom Field Types 0:32VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsEdit Custom Fields (with a word of caution) 8:00VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsPlace Custom Fields on the Client Intake page for individual Roles 9:57VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsToggle Custom Field Source: Own/Inherit 6:51VIDEO: Agency Admin - Roles and Permissions
Agency AdminCustom FieldsView Custom Fields Descriptions on completed Form 13:45VIDEO: Agency Admin - Custom Fields
Agency AdminCustom FieldsView Custom Fields on Client Intake Page by Role 12:38VIDEO: Agency Admin - Custom Fields
Agency AdminFilesSort Group Files 6:50NEXT - July 3, 2019
Agency AdminInfo Cards & Tool TipsSet up Info Cards & Tool Tips on Forms 4:53NEXT - July 3, 2019
Agency AdminInfo Cards & Tool TipsSet up Tool Tips for Custom Fields 5:38NEXT - July 3, 2019
Agency AdminIntake FieldsJob Search: Add Industries 14:30NEXT - November 19, 2019
Agency AdminIntake FieldsJob Search: Add Industry Options 16:14NEXT - November 19, 2019
Agency AdminIntake FieldsJob Search: Industry - Source Inherit/Own 15:17NEXT - November 19, 2019
Agency AdminIntake FieldsJob Search: Industry - Source Inherit/Own Example 17:13NEXT - November 19, 2019
Agency AdminIntake FieldsJob Search: Warning!! Industry - Source: Inherit/Own 17:58NEXT - November 19, 2019
Agency AdminMulti-area FunctionIndividual-vs-Family Type 14:16NEXT - September 9, 2019
Agency AdminPrograms and Program Applications!!A Word of Caution!! Add Available Service(s) and Assessment(s) to a Program 4:24VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsAdd Description to Program Application 6:09VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsAdd NPI to a program 6:33VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsCreate Program 3:57VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsExample: Adding client to Program directly 0:19VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsExample: Completing a Program Application in a client profile 10:09VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsExample: Creating a Program Application in a client profile 9:35VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsExample: Program Description 9:55VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsExample: View Available Assessment(s) and Service(s) to a Program 13:00VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsIntro to Program Applications 0:53VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsNavigate to Programs and Applications 1:58VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsPrograms | Source: Inherit -vs- Source: Own 2:36VIDEO: Agency Admin - Programs and Program Applications
Agency AdminPrograms and Program ApplicationsSelect Required Data for Program Application 6:55VIDEO: Agency Admin - Programs and Program Applications
Agency AdminQuick Goal Plans!!Critical Step in setting up Quick Goal Plans!! 03:10Quick Goal Plans
Agency AdminQuick Goal PlansCreate Quick Goal Plan Statements 02:44Quick Goal Plans
Agency AdminQuick Goal PlansExample of Quick Goal Plan Domains in Client Profile 08:28Quick Goal Plans
Agency AdminQuick Goal PlansRequirements to Set up Quick Goal Plans 01:42Quick Goal Plans
Agency AdminQuick Goal PlansSet up Quick Goal Plan Role Permissions 02:13Quick Goal Plans
Agency AdminQuick Goal PlansTie Domains to Quick Goal Plans 03:45Quick Goal Plans
Agency AdminReports - ClientSet Default Client Intake Report Demographic Fields 2:03NEXT - July 3, 2019
Agency AdminRoles and Permissions!!Important Rule for Permissions!! 7:41VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and Permissions!!Pro Tip Follow-up!! Customize each Role 10:48VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and Permissions!!Pro Tip when building new Roles!! 0:44VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to all Assessments for Role 8:34VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to all Client Groups for Role 8:50VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to all Forms for Role 8:18VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to all Program for Role 7:23VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to all Reports for Role 9:03VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to specific Assessments for Role 16:04VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to specific Forms for Role 13:33VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to specific Programs for Role 13:13VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAccess to specific Reports for Role 16:24VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAgency Admin - Roles and PermissionsVIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAssign User to a Role via Permissions tab 9:17VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsAssign Users to a Role via Users tab 18:07VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsContinuing Tab creation 4:39VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsCopying all Role settings from an existing Role to another Role 9:45VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsCreate new Tab and add Demographic Boxes to Tab 2:48VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsCreate new tab for a new Role 12:06VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsCreating a new Role from scratch 0:21VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsCustom Field library 6:13VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsCustom Field Source: Own/Inherit 6:30VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsDeny access to Programs, Forms, Assessments, Client Groups, and/or Reports 17:44VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsExample of Tab in client profile 3:51VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsNew limited permission Role creation, Copy Role settings, customize Role demonstration 16:51VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsNew moderate permission Role creation, Copy Role settings, customize Role demonstration 14:20VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsRearrange Boxes in Tabs 5:29VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsRole Permissions overview 1:00VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsUpgrade to the Permissions tab 3:29NEXT - August 12, 2019
Agency AdminRoles and PermissionsUtilize search bar for Tab box libraries 5:54VIDEO: Agency Admin - Roles and Permissions
Agency AdminRoles and PermissionsView client intake page as each Role 18:51VIDEO: Agency Admin - Roles and Permissions
Agency AdminServicesAdd Agency Service 2:33VIDEO: Agency Admin - Services
Agency AdminServicesAdd NPI to a serviceAdd NPI to Services
Agency AdminServicesAdd Referral Service 14:38VIDEO: Agency Admin - Services
Agency AdminServicesAdd Referral Service 17:25VIDEO: Agency Admin - Services
Agency AdminServicesAdd Service site to client profile 19:03VIDEO: Agency Admin - Services
Agency AdminServicesAdd Site to Service 18:29VIDEO: Agency Admin - Services
Agency AdminServicesAssign Quick Service in client profile 9:41VIDEO: Agency Admin - Services
Agency AdminServicesCreate Quick Agency Service 8:53VIDEO: Agency Admin - Services
Agency AdminServicesIndividual-vs-Family Type: Services 14:46NEXT - September 9, 2019
Agency AdminServicesItem Groups 20:03VIDEO: Agency Admin - Services
Agency AdminServicesQuickly jump to another service 8:32VIDEO: Agency Admin - Services
Agency AdminServicesService Navigation 0:32VIDEO: Agency Admin - Services
Agency AdminServicesSet Service to Trigger a Quick Assessment 12:02VIDEO: Agency Admin - Services
Agency AdminServicesTie Services to ScalesVIDEO: Agency Admin - Tie Services to Scales
Agency AdminServicesView Family service assignment in client profiles 16:17VIDEO: Agency Admin - Services
Agency AdminServicesView Service triggering a quick assessment in client profile 12:58VIDEO: Agency Admin - Services
Agency AdminUsersAssign User to a Role via Permissions tab 14:20VIDEO: Agency Admin - Roles and Permissions
Agency AdminUsersClient Restrictions 1:15NEXT - September 9, 2019
Agency AdminUsersUser Management 0:30NEXT - September 9, 2019
Agency AdminWork LogsAdd Work Sites 07:41NEXT - November 4, 2019
Agency AdminWork LogsEnable Work Logs 07:22NEXT - November 4, 2019
Reporting Client InteractionReports: Applications of Client Interaction Reports 09:47 VIDEO: Client Interaction Log
Reporting Client InteractionReports: Client Interaction Report Column 07:40VIDEO: Client Interaction Log
Reporting Client InteractionReports: Client Interaction Reporting 05:37 VIDEO: Client Interaction Log
Reporting Client InteractionReports: Interaction Date Report Filter 06:44VIDEO: Client Interaction Log
Reporting Client InteractionReports: Sample Client Interaction Report 08:44VIDEO: Client Interaction Log
Reporting Reports - Ad Hoc“Referral Source” now available for Ad Hoc reports 1:04NEXT - August 26, 2019
Reporting Reports - Ad HocAdding “Referral Source” to Ad Hoc report 1:30NEXT - August 26, 2019
Reporting Reports - Ad HocNew Ad Hoc Rule Option: Head of Household 11:39NEXT - September 9, 2019
Reporting Reports - CustomAssessment "Created/Finalized By" 06:05NEXT - November 4, 2019
Reporting Reports - CustomCreated/Finalized by 05:39NEXT - November 4, 2019
Reporting Reports - CustomCustom Reports now display percentages in list view 2:25NEXT - August 12, 2019
Reporting Reports - CustomEmployment "Created By" 06:46NEXT - November 4, 2019
Reporting Reports - CustomIdentify Clients Not Assigned to a Navigator 01:17Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Reporting Reports - CustomJob Search Report Columns 12:48NEXT - November 19, 2019
Reporting Reports - CustomNew Custom Report Column Filter: Dependent Ages 10:41NEXT - September 9, 2019
Reporting Reports - CustomNew Custom Report Column Options 5:51NEXT - July 3, 2019
Reporting Reports - CustomNew Custom Report Column Types: Head of Household (Demographic option); Note Type (Note Report Option) 2:03NEXT - July 15, 2019
Reporting Reports - CustomNew Custom Report Type: Job Application 9:00NEXT - September 9, 2019
Reporting Reports - CustomProgram "Created By" 06:27NEXT - November 4, 2019
Reporting Reports - SystemModule 4 Quick WalkthroughModule 4 - How to Run and Fill In Module 4 Spreadsheet
Reporting Reports - SystemWork Log 09:55NEXT - November 4, 2019
Standard UserAssessment HistoryAssessment History → Show/Hide N/A ScalesNEXT - September 9, 2019
Standard UserAssessment ScalesDemonstration: How N/A (-1 value) scale statements affect Assessment Scoring 5:00NEXT - August 12, 2019
Standard UserAssessment ScalesDemonstration: Individual-vs-Family Type Scale 16:25NEXT - September 9, 2019
Standard UserAssessmentsAssessment "Created/Finalized By" 03:25NEXT - November 4, 2019
Standard UserAssessmentsConduct Primary AssessmentConduct Primary Assessment
Standard UserAssessmentsConduct Primary ReassessmentConduct Primary Reassessment
Standard UserAssessmentsConducting an Assessment Collection 2:30NEXT - July 29, 2019
Standard UserAssessmentsCreated/Finalized By 03:15NEXT - November 4, 2019
Standard UserAssessmentsDemonstration: Finalizing an Incomplete Assessment 6:33NEXT - September 9, 2019
Standard UserAssessmentsLocation of Assessment Collection in client profile 0:27NEXT - July 29, 2019
Standard UserAssessmentsPrint Blank Assessments 2:29NEXT - July 3, 2019
Standard UserAssessmentsQuick Dates to Quick Assessments 0:31NEXT - August 12, 2019
Standard UserAssessmentsView Assessments from Collection in Assessment History 4:14NEXT - July 29, 2019
Standard UserAssessmentsView Assessments from Collection in Assessments Home 4:38NEXT - July 29, 2019
Standard UserAssessmentsViewing Assessments filtered by Program 4:34NEXT - August 26, 2019
Standard UserClassesAdd registrants to Class PeriodsNEXT - October 7, 2019
Standard UserClassesClasses Home 5:25NEXT - October 7, 2019
Standard UserClassesCreate repeating class Sessions 5:47NEXT - October 7, 2019
Standard UserClassesCreate Single class sessions 10:47NEXT - October 7, 2019
Standard UserClassesCreate the Class Period 2:38NEXT - October 7, 2019
Standard UserClassesTake Attendance 8:22NEXT - October 7, 2019
Standard UserClient ContactsDelete and Edit Option for Contacts 3:00NEXT - July 3, 2019
Standard UserClient GroupsAdd Clients to new Group 6:55NEXT - July 29, 2019
Standard UserClient GroupsAssign Assessment/Scale Service to Client Group 7:32NEXT - July 29, 2019
Standard UserClient GroupsAssign Quick Service to Client Group 5:59NEXT - July 29, 2019
Standard UserClient GroupsClient Groups 5:00NEXT - July 29, 2019
Standard UserClient GroupsCreate new Client Group 6:29NEXT - July 29, 2019
Standard UserClient GroupsView Service assigned via Client Group 8:19NEXT - July 29, 2019
Standard UserClient Intake“Referral Source” location on client profile 2:31NEXT - August 26, 2019
Standard UserClient IntakeRenamed “Referring Counselor” to “Referring Counselor/Agency” 3:36NEXT - July 15, 2019
Standard UserInteractionStandard User: Delete Client Interaction Log Entry 05:11 VIDEO: Client Interaction Log
Standard UserInteractionStandard User: Edit Client Interaction Entry 04:35 VIDEO: Client Interaction Log
Standard UserInteractionStandard User: Edit Client Interaction Intake Note 03:51VIDEO: Client Interaction Log
Standard UserInteractionStandard User: Interaction Log Filter 01:05VIDEO: Client Interaction Log
Standard UserInteractionStandard User: New Client Interaction Log Entry 01:58VIDEO: Client Interaction Log
Standard UserInteractionStandard User: New Interaction Log Entry with Intake 02:40 VIDEO: Client Interaction Log
Standard UserInteractionStandard User: Print Client Interaction Log 05:24VIDEO: Client Interaction Log
Standard UserInteractionWhat is the Client Interaction Log? 00:03VIDEO: Client Interaction Log
Standard UserClient TypesSelect Client TypeSelect Client Type
Standard UserDashboardAnatomy of Dashboards 00:16VIDEO: Dashboard
Standard UserDashboardFilter: Description 03:46VIDEO: Dashboard
Standard UserDashboardFilter: Navigators 04:20VIDEO: Dashboard
Standard UserDashboardFilter: Status 05:33VIDEO: Dashboard
Standard UserDashboardFilter: Type 03:10VIDEO: Dashboard
Standard UserDashboardImportant Note on Dashboard Filters 02:26VIDEO: Dashboard
Standard UserDashboardIntro: View as Agency Admin 00:06 VIDEO: Dashboard
Standard UserDashboardLeft Sidebar: This Week's Tasks 02:09VIDEO: Dashboard
Standard UserDashboardMini Calendar and Date Navigation Bar 00:52VIDEO: Dashboard
Standard UserDashboardPrint Dashboard 05:53VIDEO: Dashboard
Standard UserDashboardRemove Filters from Dashboard 06:03VIDEO: Dashboard
Standard UserDashboardView as Standard User 06:49VIDEO: Dashboard
Standard UserEmploymentAdded “Other” text field under Employment → Separation Reason 0:26NEXT - August 26, 2019
Standard UserEmploymentEmployment "Created By" 05:16NEXT - November 4, 2019
Standard UserEmploymentJob Search: Add Application 06:25NEXT - November 19, 2019
Standard UserEmploymentJob Search: Add Application without linking to a Job Search 11:02NEXT - November 19, 2019
Standard UserEmploymentJob Search: Add Job Application and Link it to Job Search 09:12NEXT - November 19, 2019
Standard UserEmploymentJob Search: Applications not linked to Job Search 05:54      NEXT - November 19, 2019
Standard UserEmploymentJob Search: Create 07:31NEXT - November 19, 2019
Standard UserEmploymentJob Search: Feature Demonstration 02:05NEXT - November 19, 2019
Standard UserEmploymentJob Search: Important Note - Active Job Searches available in list 12:13NEXT - November 19, 2019
Standard UserEmploymentJob Search: Update Status 11:32NEXT - November 19, 2019
Standard UserFilesSort Client Files 7:22NEXT - July 3, 2019
Standard UserFormsForm Reminders 0:32NEXT - December 3, 2019
Standard UserFormsSet Client Email Form Reminder 2:14NEXT - December 3, 2019
Standard UserFormsSet Form Reminder 1:04NEXT - December 3, 2019
Standard UserInfo Cards & Tool TipsDemonstration of Info Cards & Tool Tips 3:31NEXT - July 3, 2019
Standard UserNotesPrint Notes button added to Client Notes page 0:50NEXT - August 26, 2019
Standard UserPeople PagePeople Page NavigationVIDEO: The People Page
Standard UserPlacesAdd a new Place on the Places Page 1:55NEXT - August 12, 2019
Standard UserProfile ManagementAdd Employment Information and WageAdd Employment Information and Wage
Standard UserProfile ManagementAdd Family MembersAdd Family Members
Standard UserProfile ManagementAssign Navigator to Client via Profile 05:45Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Standard UserProfile ManagementChange person type between Client and Employee 0:13NEXT - July 15, 2019
Standard UserProfile ManagementClient Schedule NavigationClient Schedule
Standard UserProfile ManagementCopy Family Demographic InformationCopy Family Demographic Information
Standard UserProfile ManagementEnter Client DemographicsEnter Client Demographics
Standard UserProfile ManagementEnter Client IncomeEnter Client Income
Standard UserProfile ManagementHow "Auto Assign Navigator" Feature Works in Client Profiles 10:24Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Standard UserProfile ManagementIdentify Clients Not Assigned to a Navigator 00:28Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Standard UserProfile ManagementLocate Client Profile or Create Client ProfileLocate Client Profile or Create Client Profile
Standard UserProfile ManagementRefer Client to Other Navigator 07:19Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Standard UserProfile ManagementUnassign Navigator from Client Profile 06:19Locate Clients Not Assigned to and Assign Navigators to Client Profiles
Standard UserProgramsProgram "Created By" 04:54NEXT - November 4, 2019
Standard UserProgramsProgram Applications & Program EnrollmentProgram Applications & Program Enrollment
Standard UserProjections/Goal PlanningCreate Projection and Goal PlanCreate Projection and Goal Plan
Standard UserQuick Goal PlansCreate Quick Goal Plan in Client Profile 07:04Quick Goal Plans
Standard UserQuick Goal PlansExamples of Adding Quick Goal Plans 09:26Quick Goal Plans
Standard UserQuick Goal PlansTraditional Goal Plan Review 00:32Quick Goal Plans
Standard UserReports - ClientClient Intake Report 0:16NEXT - July 3, 2019
Standard UserReports - ClientUpdate to Client Intake Report: Demographics table 1:06NEXT - July 15, 2019
Standard UserServicesAssigning Services (Quick and Scale)Assigning Services (Quick and Scale)
Standard UserServicesDelete Scale Services via the Service Tab 00:34NEXT - November 4, 2019
Standard UserServicesDemonstration: Individual-vs-Family Type Service 18:59NEXT - September 9, 2019
Standard UserServicesEdit Scale Services Under Services Tab 00:35NEXT - November 19, 2019
Standard UserThe BasicsBasic Intake and Case ManagementStandard User - The Basics
Standard UserWork LogsAdd Work Log Entry 08:25NEXT - November 4, 2019
Standard UserWork LogsDelete Work Log Entry 09:18NEXT - November 4, 2019
Standard UserWork LogsEdit Work Log Entry 09:08NEXT - November 4, 2019
Standard UserWork LogsWhat are Work Logs 07:05NEXT - November 4, 2019