Quick Start Guide: Refugee Resettlement Program Setup

Published January 28th, 2025 by asmith

Overview Setting up programs in the Refugee baseline solution requires careful designation of the correct Program Type to ensure full functionality. Programs must be categorized as one of two available Refugee program types. Without proper designation, programs will not appear in dropdown lists for enrollments and assessments, and certain ClientTrac

Navigating the Refugee Workspace

Published January 27th, 2025 by asmith

Refugee Workspace After the initial intake is completed and a refugee record is established in the system, the Case Management phase begins. The Refugee Workspace is designed to assist in this effort by organizing activities into two main menu categories: Refugee Information and Refugee Coordination.  Each category allows for the performance of spec

Adding a New Refugee Record

Published January 21st, 2025 by asmith

This guide provides step-by-step instructions on how to add, find, and edit refugee records within ClientTrack, using a user-friendly approach to ensure clarity and ease of use. Navigation Navigate to the Refugee Workspace and select New Intake from your menu ClientTrack Refugee Baseline* workgroup > Clients workspace > New Intake   workflow m