ClientTrack
Guides
Click on each guide to download the pdf.
ClientTrack System Requirements: Eccovia is dedicated to helping you accomplish your mission. If you have questions that cannot be answered within this guide, other resources are available to you.
This 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.
This 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.
This 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.
This user guide provides a step by step tutorial on how to search for a client in the system.
This user guide provides a step by step walk through on how to create both interim and annual update assessments in the system.
This user guide provides a step by step walk through on how to add services for clients actively enrolled in a program in ClientTrack.
This user guide provides a step by step walk through on how to exit an individual or household from a project.
This user guide provides a step by step tutorial on how to set up a goal and add case notes to the system.