ClientTrack User Guides
Logging in to ClientTrack & Password Set UpThis user guide provides a step by step walk through of how to get logged in to ClientTrack, reset the user password, and set up a security question in the system.
ClientTrack Dashboard & System NavigationThis user guide provides a step by step walk through of the user's dashboard as well as general system navigation. Users will understand how to interface with ClientTrack through the various menus and features set up within.
Searching for a ClientThis user guide provides a step by step tutorial on how to search for a client in the system.
Intake & EnrollmentThis user guide provides a step by step tutorial on how to complete a client/household intake and enrollment workflow in the system. This user guide also covers how to create a household during the intake and enrollment workflow.
Interim Updates & Annual AssessmentsThis user guide provides a step by step walk through on how to create both interim and annual update assessments in the system.
Adding a ServiceThis user guide provides a step by step walk through on how to add services for clients actively enrolled in a program in ClientTrack.
Goal Planning & Case NotesThis user guide provides a step by step tutorial on how to set up a goal and add case notes to the system.
Exiting an EnrollmentThis user guide provides a step by step walk through on how to exit an individual or household from a project.
