Getting Started

Setting up the application

Login with Administrator Credentials

Set Up a Staff account

Case Management

Define Transaction Types, Codes, Programs and Fund Source

Client Enrollment and Engagements

Track Services Provided to Clients (Transactions)

Scheduling

Appointments

Food Bank Module

Define Products

Define Food Pantry Locations

Track Food Donations (received at the pantry)

Referral Management

Define Referral Establishment

Searching for Referral Establishments

Client Referrals

Reports

COPOS Reports