Settings
This is the first thing you should do when you get your account, so you can reset your own password
What is set your security question
Where do you go to find a client?
What is the Clients Workspace
This symbol will link directly to the ICA HMIS Knowledge Base for help with ClientTrack.
What is the Question Mark (?)
You should use this menu item to enter data that changes during an enrollment
What is a During Program Enrollment/Update assessment?
We used to use the term entry/exit, now we use...
What is Enrollment
This setting is equivalent to your role in HMIS, you may only have one option.
What is Workgroup?
Where would you click to find a list of clients enrolled in your programs?
What is Reports/Enrollment Reports?
This symbol gives you the menu you need to use to edit, update, or exit a client.
What is the ellipses (...) or Action Button
You can do this if you have to stop entering data part way through a workflow
What is pause the workflow?
This needs to be complete before you can add a service
What is enrollment?
This setting is how ClientTrack knows which agency you are working at. You will likely only have one.
What is Organization
Where would you click to change your display settings to dark mode?
What are your initials in the top right corner?
The star symbol does this.
What is mark your favorite features to make them easier to find?
This field allows you to search ClientTrack by the old Community Services ID
What is Scancard ID?
We used to use the term household members, now we call them what?
What is family members?
You should never do this in your browser.
What is save your HMIS password?
Where would you click to indicate a client has declined statewide data sharing?
This symbol enables you to leave a notification for the client
What is the bell?
You should do this before creating a new client in ClientTrack
What is search three ways, by name, social security number, or date of birth to ensure the client isn't already entered in ClientTrack?
We used to use the term provider, now that word means something different, what is the equivalent?
What is project?
This setting enables you to protect privacy for clients who do not want to share their data?
What is Restrict to Organization?
Where do you update a housing move in date?
What is edit the program enrollment, scroll to the household section, and scroll to the right?
This symbol for ClientTrack will change colors while a report is processing.
What is Skippy?
This will always show when you log in and go to the client dashboard
What is the last client you were working with?
This is the term for a module or section of the site
What is Workspace?