This section discusses how to configure the timeframe for Status Assessment due dates for an existing program. For more information on establishing these timeframes for a new program, please refer to the Creating & Editing Program Templates page. When the assessment due date nears, an Assessment Due notification appears in the right sidebar of the Program tab in the client record to notify the user that a Status A...

label_outline For System Administrators label_outline Animation label_outline Project Status Assessment

This section discusses how to create or modify a Program Template. Program Templates created in System Setup can be used when creating Programs in the Manage section. NOTE: It is possible to automate the creation of repetitious programs and services. For example, some programs offer the exact same services, and the creation of these services must be replicated when creating the programs—which can make program crea...

label_outline System Administration label_outline Templates label_outline Assessment Notification

This section discusses how to create Goal Templates. Once created, Goal Templates can be implemented into program setup in the Manage section. It is possible to automate the creation of Goals for repetitious programs. Some programs require the exact same Goals, and the creation of these Goals must be replicated when creating the programs—which can make program creation tedious and time-consuming. The Automated Pro...

label_outline System Administration label_outline Templates label_outline For System Administrators label_outline Animation label_outline Goals label_outline Measure label_outline Goal Editor label_outline Goal Templates

This section discusses how to create, edit, and delete Assessment Measures. What is an Assessment Measure? Assessment Measures created in Setup > Templates > Assessments can be implemented into assessments created in Manage > Assessments. They can then be used to track changes in the specified variables longitudinally over time. In the example below, ‘Earned Income Amount’ was chosen as an Assessment Measure for t...

label_outline System Administration label_outline Templates