Overview

ClientTrack allows designated administrative staff the ability to setup and/or modify permissions, dropdown lists, etc. Using the steps below is critical to ensuring that your users are collecting and entering the correct information for Co-Responder data collection and reporting.  

This article will only highlight the Setup Data Management that is unique to the Incident History form. The other form unique to Co-Responders is the ACEs Questionnaire form, however, it does not have specific setup data requirements. If users need additional guidance on baseline setup data management, please review the ClientTrack Admin Guide - Eccovia.

Setup Data Management: Incident History

Staff Involved:

To add or remove Users to the “Staff Involved" field, navigate to the Home Workspace > Setup Data Management > User Management > *Action Button by applicable user. Under “Organization Setup” select the Check Box next to Case Manager.

EMS Transport Facility: 

To update the EMS Transport Facility, navigate to the Provider Workspace. Here you can see a list of all the providers, and filter them by Provider Type, or you can Add New Provider.

Please Note: When searching under Find Provider, the Provider Type is defaulted to Provider. The user will need to change this to Medical Facility when reviewing facilities that will appear on the EMS Transport Facility dropdown list.

When adding or editing a new provider, the only two required fields are Provider Name and Provider Type.