Building an Intake Process
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Unarchiving Clients
1. Click "Program Management" on the left-side menu 2. Click "Client Mgmnt on the sub-menu" 3. Visualize all archived clients by clicking on the...
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Archiving Clients
1. Click "Program Management" on the left-side menu 2. Click "Client Mgmnt on the sub-menu" 3. Click the checkboxes to select one or more clients 4....
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Creating Global Client Goals
1. Click "Programs Management" on the left-side menu 2. Click "Client Mgmnt" on the sub-menu 3. Click "Create Goals" 4. Under Goal Details, enter the...
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Saving Documents to Client Records
1. On the left-side menu click "Program Management" 2. Click "Client Mgmnt" on the sub-menu 3. Scroll down, find the client and click on its name to...
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Customizing a Multi-step Registration Process for Your Needs
1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Click "Multi-Step Process" 4. Find the multi-step process you...
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Creating a Multi-step Process for New Program Registrations
1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Click "Create Multi-Step Process" 4. Click "+ Create...
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Assigning Consent Forms to a Program
1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Scroll down and find the form you wish to assign 4. Click...
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Activating Consent Forms
1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Find the Consent Form you wish to activate 4. Click "Form...
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Creating Consent Forms
1. On the left-side menu, click "Program Management" 2. Click "Forms" on the sub-menu 3. Click "Consent Form" 4. Click "+ Add Consent Form" 5. Click...
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Creating Custom Fields from Scratch
1. On the left-side menu , click "Program Management" 2. Click "Client Mgmnt" on the left-side menu 3. Click "Custom Fields" on the tp sub-menu 4....
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Creating a Parent Registration Form
Creating a Parent Registration FormCreating a Parent Registration Form 1. On the left - side menu, click on "Program Management" 2. Click "Forms" on...
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Creating a Child Registration Form
1. On the left - side menu, click on "Program Management" 2. Click "Forms" on the left-side menu 3. Click "New Form" 4. Enter a "Form Title" 5. Enter...
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Creating a Client Registration Form (no parents)
1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Enter the "Form Title" 4. Enter a "Description" 5. Add...
