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Guides

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • ClientTrack
    HMIS Reports Configuration Guides Design Rights Training Resources
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Guides

This is where you can find the ClientTrack Guides with links to downloadable documents

  • ClientTrack Accessibility Guide
  • Community Services Block Grant (CSBG) Setup
  • Merge Client Setup

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

ClientTrack User Guide
  • ClientTrack User Guide: Introduction
  • ClientTrack: My ClientTrack
  • ClientTrack: Working with Clients
  • ClientTrack: Enrollments
  • ClientTrack: Assessments
  • ClientTrack: Barriers
  • ClientTrack: Goals
  • ClientTrack: Services
  • ClientTrack: Referrals
  • ClientTrack: Tasks
  • ClientTrack: Case Notes
  • ClientTrack: Additional Client Information
  • ClientTrack: Family Functionalities
  • ClientTrack: ClientTrack Calendars & Events
  • ClientTrack: Reporting

ClientTrack 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

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

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