Learn which roles to assign to the users for your Affiliate. From access to create or edit contacts, to configuring your Affiliate Programs, Services, and much more.
In this video we’ll walk through how to access Family Link, with either a Google or Microsoft email address. Keep in mind, only users who have been invited to Family Link can sign-in. If you’re unable to access Family Link, ask your local Affiliate Admin, or email us.
All Affiliate programs will be aligned with a designated Core Program and its corresponding Program Type. This structured approach enables systematic categorization of program data and facilitates aggregation at the national level. This ensures accurate, comprehensive reporting and strengthens data-driven insights by leveraging a larger, unified dataset.
In this video, we’ll show you how to create custom names for the programs you provide to your clients.
In this video we’ll walk through how to add/edit housing inventory to a program, and enable/disable overflow.
In this training, we will walk through how an Affiliate Admin can designate a service to require a funding request and who can approve them prior to distributing funds.
We will also walk through how the case manager submits the funding requests and how to approve them.
In this video we’ll walk through how to use the Family Link navigation bar
In this video, we’ll highlight how to get help (or support) from the Family Link team
Enrollment intake into any Core Programs has a multi-step process. Program intake captures data that is tracked between programs, and is then followed by a specific form that is customized for that program. This multi-step process captures questions and data that are best practices, needed for reports or funders, or necessary as part of HUD reporting.
Learn how to navigate a contact’s extensive history to quickly locate program enrollments, forms, documents, and other essential information.
Learn how to assign a case manager to a family or change case managers between program enrollments. Great training for those that serve in a triage role for families just entering the Family Promise network.
In this video, we’ll walk through how to add notes to a family’s record. Notes can be generic case management references for the family, or they can be tied to a more specific family.
In this training, we will walk through how to create a goal for a family, keep it updated, and update its status when it is achieved.
Let’s walk through how to add a family to a Program’s waiting list.
Learn how to PDF or print contact’s forms, document, enrollments, and exits. This is a convenient way to send directors, referrals, or even the HoH budgeting docs, guidelines, or enrollment summaries.
Is this video, we will show you how to add a contact, such as a new baby, to an existing family.
In this video, we’'ll show you how to deactivate a contact from a family. Some reasons to do this would be a child moved in with another parent, or a partner is no longer with the HoH.
Review enrollments across all core programs and the unique families that have been served.
Review stability for housing, employment, school, and financials across family enrollments and exits.
See families that have received services while enrolled in a program. Filter by the specific service to identify the amount of money provided or the count of a specific item.
Review the various triggers families are experiencing for eviction and diversion.
Monitor family engagement and track the effectiveness of how families navigate the intake, service, and program enrollment process. Use the Declined Services chart to identify unmet needs and potential service gaps. Compare case notes to unique family enrollments for a high-level view of record-keeping quality per family.
Gain insights into how often users are logging in and how active they are in Family Link.