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What are the default data sets found in the system at the start?
What are the default data sets found in the system at the start?

Do we start from scratch with a new account or are their fields there at the start?

Kyle Minckler avatar
Written by Kyle Minckler
Updated over 7 years ago

We do provide a list of default, generic fields to help you get started but nearly all fields are customizable by a network administrator. Please find below:

[Add New Case] Intake Screen – Default fields

  • Identification Tab

  • First Name  (*Required)

  • Middle Name

  • Last Name  (*Required)

  • Suffix

  • Nick Name (This can be hidden if necessary)

  • Maiden Name (This can be hidden if necessary)

  • Date of Birth  (This can be made *required if necessary)

  • Social Security Number (This can be hidden if necessary)

  • Street Address, City, State, Zip Code (This can be made *required if necessary)

  • Mailing Address, City, State, Zip Code

  • County

  • Phone numbers (These can be made *required if necessary)

  • Identification Numbers (This can be hidden if necessary)

 Income & Expenses Tab (This entire tab can be hidden if necessary)

  • Income Sources – (Name of Source, Phone number associated, Dollar Amount, Interval)

  • Expenses – (Name of Expense, Phone number associated, Dollar Amount, Interval)

Demographics Tab - This section is the most customizable to fit your community’s needs – all of the following details can be hidden or edited or added to.

  • Gender: Male

  • Gender: Female
    ​

  • Ethnicity: African-American

  • Ethnicity: Asian

  • Ethnicity: Caucasian

  • Ethnicity: Hispanic

  • Ethnicity: Middle Eastern

  • Ethnicity: Native American

  • Ethnicity: Other

  • Ethnicity: Pacific Islander
    ​

  • Education: College

  • Education: High school-Incomplete

  • Education: High school/GED
    ​

  • Employment: Employed

  • Employment: Full time

  • Employment: Part time

  • Employment: Unemployed
    ​

  • Marital Status: Divorced

  • Marital Status: Married

  • Marital Status: Single
    ​

  • Government Benefits: Receives Disability

  • Government Benefits: Receives Food Stamps

  • Government Benefits: Receives Medicaid

  • Government Benefits: Receives Medicare

  • Government Benefits: Receives Rental Assistance

  • Government Benefits: Receives Social Security

  • Government Benefits: Receives Tribal Assistance

  • Government Benefits: Receives Veterans Benefits

  • Government Benefits: Receives WIC
    ​

  • Other: At risk of being homeless

  • Other: Disabled

  • Other: Homeless

[Add Assistance] Screen – Default fields

You will see these areas when you 1. Open a Case, 2. Click the [Assistance] section on a Case, 3. Then click the [Add Assistance +] button.

  • Units

  • Dollars

  • Pounds

  • Boxes/Bags

Assistance Categories

  • Counseling: Financial Planning

  • Counseling: Relationship

  • Counseling: Other

  • Food: Meal Voucher

  • Food: Other

  • Household: Clothing

  • Household: Furniture

  • Household: Other

  • Housing/Lodging: Rent

  • Housing/Lodging: Mortgage

  • Housing/Lodging: Hotel/Temporary

  • Medical: Dental

  • Medical: Medicine

  • Medical: Other

  • Other: No Assistance Provided

  • Other: Christmas

  • Other: Miscellaneous

  • Transportation: Gasoline

  • Transportation: Bus Fare

  • Transportation: Other

  • Utilities: Paid in Full

  • Utilities: Partial Payment 

[Outcomes] Screen – Default fields

You will see these areas when you 1. Open a Case, 2. Then click the [Outcomes] section on a Case.

Goals

  • Education: Apply for job skills training

  • Education: Certification for specific skill set

  • Education: Complete High School

  • Education: English as a Second Language

  • Education: GED

  • Education: Life Skills (Clothing, Housekeeping, Cooking, personal hygiene)

  • Education: Parenting classes

  • Education: Volunteer activities

  • Health: Counseling

  • Health: Family Counseling

  • Health: Health Care Access Consultation

  • Health: Health Screening

  • Health: Healthier Lifestyle Goals

  • Health: Mental Health Screening

  • Health: Recreational Sports, Activities

  • Income: Employment

  • Income: Family budget

  • Income: Financial Mentoring

  • Income: Self-Sufficiency

Goal Statuses

  • Currently Participating

  • Enrolled

  • Pending

  • Refused to complete

  • Waiting List

  • Complete

  • Not Applicable

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