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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