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.
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.
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.
Learn how to navigate a contact’s extensive history to quickly locate program enrollments, forms, documents, and other essential information.
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 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 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.
Is this video, we will show you how to add a contact, such as a new baby, to an existing family.
Let’s walk through how to add a family to a Program’s waiting list.