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asmith

asmith

asmith@eccovia.com

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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

133 Views 2 min

How to Manage Refugee Program Enrollments

Published February 3rd, 2025 by asmith

Overview Managing refugee program enrollments involves three main stages of data collection: 1. Creating the Enrollment | 2. Updating the Enrollment | 3. Exiting the Enrollment This guide will focus on the first stage: Creating the Enrollment. The enrollment date marks the beginning of a client's access to a program's services or benefits. Throughou

38 Views 1 min

How to Set Up Family Self-Sufficiency Plan (FSSP) Data

Published March 31st, 2025 by asmith

Overview Setting up data for the Family Self-Sufficiency Plan (FSSP) is crucial to its effective functionality. This guide will walk you through configuring the necessary elements including surveys, evaluations, and referrals to facilitate the FSSP workflow within your organization. Survey Setup for FSSP Scoring The baseline FSSP functionality uses

38 Views 2 min

Managing Family Members

Published January 27th, 2025 by asmith

Overview Managing family or household members within the Refugee Workspace is an essential task that helps maintain accurate family records. This knowledge base article provides a comprehensive guide to using the Family Members and Family History screens effectively. Family Members Family History Focuses on updating family composition and demographi

64 Views 1 min

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

72 Views 1 min

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

78 Views 1 min
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