Participants
Demographics, Program Enrollments, Caseloads, Internal Referrals, Families, and Collections
82 articles
View/Edit Participant#Participants An overview of the View/Edit Participant Screen
Delete Fakes#Participants - This feature will allow you to delete any Participant, Entity, or POS element with the name of “Fake.”
Duplicate Participants | Add New Participant Alert#Participants
Participant Photos#Participants #Photo
Participant Match | Participant and Entity#Participants #Contacts
Delete Participants#Participants
Add New Participant#Participants
Duplicate Participants | Merge Duplicates
Duplicate Participants | Main Page
Find Participant Site ID in ETO#Participant Site ID #Case Number #CLID
Manage Add Participant/Family#Participants
View Participant Info#Participants
Find Participant#Participants
Participants | Main Page
Families | Main Page
Families | Remove Members, Delete and Disable Families
Families | Manage Family Settings#Participants
Families | View/Edit Families#Participants Families
Families | Manage Family Demographics: Relationship Availability#Participants
Families | Quick Family Links#Participants
Families | Add New Participants to Existing Family#Participants
VIDEO | Edit Existing Family RelationshipsThis video reviews how to change existing family members and relationships.
VIDEO | Add New Family RelationshipsThis video reviews how to add new family members and relationships.
Families | Add New Family with New Participants#Participants
Families | Add New Family with Existing Participants#Participants
Internal Referrals is Referrals (New)!
Internal Referrals and Sunsetting Legacy Referrals
Internal Referrals | Main Page
Internal Referrals | Enable Services Needed#Forms
Internal Referrals | View Pending Internal Referrals#Forms
Internal Referrals | Manage and Create Referral Forms#Forms Referral Forms are similar to TouchPoints and are used when adding referrals through the new referrals feature in ETO.
VIDEO | Manage Referral SettingsThis video reviews how to manage Referral Settings.
VIDEO | Edit Referral SecurityThis video reviews how to edit referral security.
VIDEO | Referral Form SecurityThis video reviews how to set up permissions and access for the Referral Form.
VIDEO | Add Questions to Referral FormThis video reviews how to add questions to the Referral Form.
Internal Referrals | Accepting Entity Referrals#Forms Referrals
Internal Referrals | Accepting a ReferralForms. Internal Referrals.
Internal Referrals | View/Edit Internal Referrals#Forms
Internal Referrals | Manage Program Referral Settings#Forms
Internal Referrals | Sending a ReferralCreating or taking a referral for a Participant. Referrals (NEW). Internal Referrals.
Demographics | Entity Cross Reference
Manage Demographics | Reorder Demographics#Participants
Manage Demographics | Allow Quick Search#Participants #Demographics Search by demographic
Manage Demographics#Participants
Required Addresses in Address History#Participants
Collect Address History#Participants
Match Case Number to Participant Site ID#Participants Set Case Number and Participant Site ID to the same value
Participants | Add Demographic by Group#Participants Update demographics for multiple Participants at one time.
Participants | Add Custom Demographic#Participants
Manage Demographics | Scope Levels#Participants
Duplicate Check Settings#Participants This feature allows you to customize criteria that triggers a duplicate Participant alert.
Demographic Audit Report#Participants
Caseloads | Caseload Assignment Email Notifications#Caseload #Caseworkers
Caseloads | Main Page
Caseloads | Transfer Caseloads#Participants – This article includes step-by-step instructions for how to transfer a Caseload between two Staff members.
Caseloads | Transfer Individual Participants in Caseload#Participants
Caseloads | Add Participants to Caseloads#Participants
Caseloads | Caseload Access#Caseload #Participants Manage user security for access to Participants in Caseloads
Collections | Reporting on Collection TouchPoints#Forms Collections
Collections | Main Page#Collections #MainPage
VIDEO | Setup Security for Collection TypeThis video reviews how to setup security for Collection Type.
VIDEO | Edit Existing Collection TypesThis video reviews how to edit existing Collection Types.
VIDEO | Add Questions to Collection TypeThis video reviews how to add questions to Collection Type.
Collections | Manage Collection Types#Forms Collections #Type
Collections | Disable a Collection#Forms Collections
Collections | Removing vs. Deleting Participants#Forms Collections
Collections | Create a Collection#Forms Collections are saved groups of Participants or Entities that can be used to track data for the group through recorded TouchPoints.
Groups vs. Collections#Forms Collections Groups
Delete Participant Program History#Participants
Participant Eligibility (Add-On)#Participants #Account Manager #Add-On #Eligibility
Dismiss Participants by Date#Participants #Dismiss
Active, Enrolled, and Dismissed Participants#Participants #Enrollment #Program
VIDEO | Edit Reasons for DismissalThis video reviews how to edit the list of reasons for dismissal.
VIDEO | Add New Reason for DismissalThis video reviews how to add a new reason for Dismissing a Participant from a Program.
Participants | Enterprise Enroll#Participants
Participants | Future Program Start Date#Participants
Manage Programs | Auto-Dismiss ParticipantsAllows for Participants to be automatically dismissed from a Program when they meet date or time criteria.
Participants | Delete Accidental Program Dismissal#Participants
Dismiss Participant#Participants #Program Enrollment
Enroll Participant#Participants #Enroll
Edit Participant Program History#Participants
Participant Program History#Participants A review of the Participant Program History page.