ClientTrack is a web-based application. ClientTrack runs best on the latest versions of Chrome, Firefox, and Internet Explorer. ClientTrack can also be accessed via mobile device.

Logging into ClientTrack

• Navigate to the web address given to your specific solution (this changes with every instance).
• You will enter your username, which is your work email address.
• Enter the password. For the first login, you'll receive a temporary password from your
  system admin; you will then be prompted to create a new password.

• Depending on your department/assignment/etc., choose the appropriate Workgroup, Organization, and Location.
• Select Use these settings to log in.

Changing Password and Adding a Security Question

When you first log in, you will be required to change your password and add a security question to protect your account and the data of the people your organization serves.

• Click your User icon in the top right corner of the screen. This will cause a small window
  to appear.
• In this window, under your profile picture and information, select Change Password.
• To change your password, fill out the fields marked by a red asterisk. Select Change Password at the bottom to save your new password.
• To add a security question, select Update my Recovery Information.
• Under Security Question, select Set.
• You will then be prompted to type a question and an answer to the question.
• Select Save at the bottom of the screen.

Workspaces

When you first log in, you will be taken to the Home Workspace, identified in the top left of the screen.

Workspaces function similar to tabs on a web browser. Each Workspace will give you different Menu Groups and Options populated with the forms and functions relevant to the kind of work that Workspace is dedicated to. When you wish to work with Clients, including Client Intake, Assessment, etc., you will use the Client Workspace; when working with multiple Clients or running Reports, you will use the Home Workspace, and so forth.

Basic Navigation

Regardless of Workspace, the ClientTrack interface employs the following elements:

1. Main Menu
   This menu allows you to access multiple tools you may need. The ClientTrack logo at the top will bring you back to your Home.
2. Global Search Bar
   Searches both for data and Menu Options. Almost anything you will need can be navigated to from this search bar.
3. Entity Information
   Displays information about the Workspace you're currently viewing.
4. User Icon 
   Selecting your User Icon will open a menu from which you can change your Workgroup, Organization, location, theme, and password.
5. Notifications
   You'll be alerted to new notifications here.

My Information

This Menu Option will allow you to edit your Name, Email Address, Address, Phone Numbers, Provider, and Visual Theme.

Navigation

Navigate to the Home Workspace and select the My ClientTrack Menu Group, followed by the My User Configuration Menu Group, then My Information.

Editing User Information

1. After navigating to the My Information Menu Option, select the line on the User Information form that needs editing.
2. Edit the information in the field provided and select Save.
3. The User's information will now be updated.

My Team

The My Team functionality allows a User that has been assigned as another User's Supervisor to view that User's (or team member's) Case Assignments and Paused Operations. The Supervisor can edit a team member's information, unlock their team member's account, and change a team member's password.

Navigation

Navigate to the Home Space and select the My ClientTrack Menu Group, followed by the My User Configuration Menu Group, then My Team.

Changing Password of Supervised Users

1. After navigating to the My Team Menu Option, select the Action button next to the desired User's name.
2. Select Change Password.
3. Enter a new password in both fields, ensuring both passwords match.
4. Select Change Password. The supervised User's password is now updated.

My Case Assignments

This screen will display a list of the current Clients that are part of the User's Active Cases.

Navigation

Navigate to the Home Workspace and select the My ClientTrack Menu Group, followed by the Active Cases Menu Option.

Selecting a Client from the Active Case Assignments

1. After selecting the Active Cases Menu Option, locate the desired Client by scrolling through the list or using the Search bar.
2. Select the icon to the left of the name of the desired Client.
3. You will now be in the Client Space and see the selected Client's Dashboard.

There is also a button in the top right of the page that allows the User to see a similar screen
with Client with Inactive Case Assignments.

User Tasks

Tasks are items that need to be completed. Tasks can be assigned to both Users and Clients in the ClientTrack platform. Tasks can be created with specific due dates and assigned parties to monitor progress. They can also be linked to the calendar feature.

To assign a Task to a specific User:

1. Navigate to the Home Workspace and select User Tasks from the My ClientTrack menu
   grouping.
2. The User Tasks form will display all current, non-completed tasks. To add a new task, select Add New Task in the right-hand corner.
3. The Add New User Task form window will appear where you will enter a Title for your task and any Notes in the open text field.

4. Next, assign a Begin Date and Due Date.
5. Select the Task Status from the dropdown menu.
6. The Task to be Completed For will automatically default to the current User. If this needs to be changed, use the Find icon to do so.
7. Lastly, select the Participants that will be associated with this task, and their Role.
8. Once the task has been created, it will display on the User Tasks form and can be Edited,
   Deleted, or marked Complete using the appropriate icons.