CSBG

Bulk Outcomes page

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Household Management Tips

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Checking a Client’s History of Session Enrollment

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Recording Session Attendance

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Placing a Client Into a Session

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Setting Up a Group Session

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Track Savings page

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Using Resource Manager

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Add Encounter Record

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Recording a Prescreening Assessment

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Exiting a Client From a Program

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Recording a Referral

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The Billing Process

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Creating a Payment

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Recording Services

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Recording a Case Assessment

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Creating Case Notes

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Creating a Case Plan

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Managing Required Documents

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Enrolling a Client Into a Program

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Creating an Account

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Logging Into Version 6

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Getting Started with Version 6

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