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.


  • 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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