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ClientTrack

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  • ClientTrack
    ClientTrack Admin Guide HMIS Refugee Resettlement Co-Responder Reports Configuration Guides Design Rights Training Resources
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ClientTrack

HMIS | Refugee Resettlement | Co-Responder | Reports | Setup

  • Accessing Release Notes
  • How To Use the ClientTrack Known Issues Page
  • Troubleshooting
  • Viewing System Updates and Environment Synchronizations
  • Community Services Block Grant (CSBG) Setup
  • Merge Client Setup
  • Metadata Elements

ClientTrack Admin Guide
  • System Administration Guide Introduction
  • Adding a New User
  • Tool Access Permissions
  • ClientTrack System Administration Guide
  • Managing a User’s Organization Access
  • Managing a User’s Workgroup Access
  • Security Organizations
  • Adding a New Security Organization
  • Giving a Security Organization User Access
  • Information Releases/MOUs
  • Client Security Model Basics
  • Deleting a Client
  • Merging Duplicate Clients
  • Grant Management
  • Adding a New Grant
  • Organization Access to Grants
  • Programs Funded by a Grant
  • Program Management
  • Adding a New Program
  • Organization Access to Programs
  • Participating Services for a Program
  • Auto-Posting Services for a Program
  • Adding a New Service Code
  • Managing Service Code Groups
  • Adding a New Service Group
  • Managing an Organization’s Access to Service Codes
  • Adding a New Evaluation Type
  • Adding a New Evaluation Group
  • Adding a New Evaluation Code
  • Organization Access to Evaluation Functionality
  • User Management
  • Managing an Organization’s Assigned Users
  • Client Administration
  • Client Record Security
  • Service Code Management
  • Evaluation Functionality
  • Provider Management
  • Deleting a Provider
  • Merging a Provider
  • Managing an Organization’s Access to Providers
  • Document Check Management
  • Adding a Document Checklist
  • Introduction to Verification Items
  • Adding New Verification Items
  • Introduction to Acceptable Document Types
  • Adding a New Acceptable Document Type
  • Configuration Syncs
  • Configuration Syncs Overview
  • Configurations Copied During a Sync
  • Configurations Not Copied During a Sync
  • Configurations That Conditionally Sync
  • Workgroup Name Changes and Deletions Prior to a Sync
  • Database User Mappings During a Sync
  • Important Considerations When Performing a Sync to Production
  • Important Considerations When Overwriting a Non-Production Database with a Copy of Production
  • Appendix: Tool Access Permissions
  • User Approval Process
  • Using Quick Services

HMIS
  • Comparing Baseline and Configured Workgroup, Form, and Workflow Assignments
  • Annual Assessment Tool
  • HMIS HUD CSV Import Error: Income and Benefits Insurance
  • ClientTrack's HMIS Data Dictionary

Refugee Resettlement
  • Quick Start Guide: Refugee Resettlement Program Setup
  • Navigating the Refugee Workspace
  • Adding a New Refugee Record
  • Managing Family Members
  • How to Manage Refugee Program Enrollments
  • How to Set Up Family Self-Sufficiency Plan (FSSP) Data

Co-Responder
  • Co-Responder - Incident History
  • Co-Responder - Setup Data

Reports
  • Service Summary Report
  • Introduction to ClientTrack Data Explorer

Configuration
  • File Upload Configuration
  • Context Menu Designer - Housing
  • Adding a Sign Out Button
  • Project Enrollment Auto-Exit

Guides
  • ClientTrack Accessibility Guide

Design Rights Training Resources
  • Designer Rights Training Checklist

Popular Articles

  1. FY2024 Data Standards Updates
  2. HMIS CSV Export
  3. 2-Step Verification
  4. ClientTrack Known Issues
  5. Release Updates (FY24 DSU)
  6. ClientTrack System Administration Guide
  7. ClientTrack Portal Training Documentation
  8. Longitudinal Systems Analysis (LSA)
  9. LSA Known Issues & Flags
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