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CNCT Client Administration

Updated

This article covers the following topics: 

Clients

Google translate

 

CNCT offers a convenient Google Translate language dropdown option situated at the top right corner of the page. This feature empowers clients to effortlessly translate labels and content into a language of their preference.

In the event that clients utilize non-Roman/Latin alphabets (e.g., Mandarin characters or Arabic script) in CNCT's free-text fields (such as Name or Address), the system will populate that alphabet into case management. This may pose challenges when searching for clients in the Client Search function. To mitigate this issue, CNCT administrators can easily locate such clients by navigating to the Client List, where they will be prominently displayed at the top when sorted alphabetically.

Furthermore, we strongly recommend incorporating a brief note in the greeting for users who anticipate inputting their information in a non-Roman/Latin alphabet. This note kindly advises them to utilize Roman/Latin characters for their Name, Email Address, and Address. This proactive measure ensures that their information remains easily searchable within our system.

How can clients create a new account in CNCT Version 2.11.0?

The most updated version of CNCT is 2.11.0. Please review the link here for more detailed information on the settings required to ensure this version is in place. We strongly recommend that these settings are enabled as it will prevent client duplicates in your Link2Feed Account. The following instructions are only relevant if these settings have been enabled.
If you have chosen not to utilize these settings, please skip to the section of the page titled To create a new account in CNCT with ID settings NOT enabled.


To create a new account in CNCT with ID settings enabled

When ID settings are enabled, CNCT clients will follow these initial steps to create a new account.

  1. Open your web browser and type in the CNCT URL for the organization.
  2. Press Enter on your keyboard to go to the CNCT landing page.
  3. Scroll down to the bottom of the page, below the blue Login button.
  4. Click on the Create Account option.
  5. A new page will load with a message asking, "Do You Have an ID?"
  6. Click on the "I Don't Have This" button to skip the ID field and continue with creating your account.
  7. After clicking the "I Don't Have This" button, a new page will load where you can add the client's details.
  8. Make sure to fill in all fields marked with a blue asterisk (*), as they are required.
  9. Enter the client’s First Name.
  10. Enter the client’s Last Name.
  11. Enter the client’s Date of Birth.
  12. Enter the client's email address and/or phone number.
  13. If you enter both an email address and a phone number, the client’s email address will be their CNCT username.
  14. If only a phone number is entered, the client’s phone number will be their CNCT username.
  15. Finally, click on the "Submit" button to proceed to the next step.

  1. After clicking Submit, a new page will appear for the client to set a password.
  2. Enter the desired password in the designated field and confirm it by entering it again.
  3. The password must meet the following criteria:
    • It should be a minimum of 8 characters long.
    • Include at least one capital letter.
    • Include at least one lowercase letter.
    • Include at least one special character.
  4. Consent to Share Information is a mandatory field. You must select the checkbox to proceed. This information is extracted directly from the network’s consent disclaimer.
  5. Consent to Contact via Email, Consent to Contact via Text Message and Consent to Contact via Voice are optional fields. You can continue with the registration process without checking these boxes.
  6. Once you've entered the password and made your consent selections, click on the Submit button to proceed.

  1. Upon clicking Submit, a new page will load for adding Household details.
  2. Ensure to complete all fields marked with a blue asterisk (*) as they are mandatory.

For the My Information section, which pertains to the Primary Client:

  • The fields displayed in this section are determined by the selections made in Administration > Fields. For further details on managing these fields, refer to this link.

The Other Household Members section is dedicated to recording information about household members other than the Primary Client.

  • To add information for additional household members, click on the + Add button. Repeat this step for each household member. If a household member was added in error, you can remove them by clicking on the red trash can icon.

  • All fields marked with a blue asterisk (*) are mandatory.

Required Information for Each Household Member:

  1. First Name: Enter the first name of the household member.
  2. Last Name: Enter the last name of the household member.
  3. Date of Birth: Provide the date of birth of the household member.
  4. Gender Identity: Select the gender of the household member from the drop-down menu.
  5. Relationship: Choose the relationship the household member has with the client from the drop-down menu.

The General Household Information section is where you'll provide information that applies to the entire household such as addresses expenses and income. Ensure to complete the required fields:

  • All fields marked with a blue asterisk (*) are mandatory.
  1. Once this section is completed you can select Review to proceed.
  2. Once you click Review you will be directed to the Review Profile Updates page where you can review all the household details you just entered.
  3. Click Back to add information you may have missed, and click Save & Next if the information is correct.
If either the Primary Client’s and/or Household Member’s information is duplicated on the tiles at the top of this page, please use the “Back” button to remove the duplicated household member.
  1. After clicking Save & Next you will receive a Thank you / Confirmation message that will include:
    • Login ID: This will be the email address that the client will use to log in to the system.
    • Client ID: This is the Link2Feed client ID created at the time of their self-enrollment.
  2. The client profile is now complete!

Booking an appointment

If the organization is enabled for online booking, the client will see a blue button on the confirmation page labelled Book Services.

  1. When you click the Book Services button you'll land on the page where you can search for the location you wish to book services, and dates and times of availability. For more information on booking Appointments navigate here. 

To create a new account in CNCT with ID settings NOT enabled

  • Enter the CNCT URL for the organization into the browser and hit Enter on your keyboard.
  • This will take you to the CNCT landing page, click the Create Account at the bottom of the page below the blue Login button.
  • After clicking the Create Account button a new page will load for the client's details to be added.
    • All fields with a blue asterisk (*) are required.
    • Enter the client’s First Name.
    • Enter the client’s Last Name.
    • Enter the client’s Date of Birth.
    • Enter the client's email address and/or phone number.
      • If both an email address and phone number are entered, the client’s email address will be their CNCT username.
      • If only the phone number is entered, the client’s phone number will become their CNCT username
  • Click on Submit to proceed to the next step.

  • After clicking Submit a new page will load for the client to set a password.
  • Enter the password twice.
    • Password must contain the following:
      • Minimum of 8 characters.
      • One capital letter.
      • One lowercase letter.
      • One special character.
  • Consent to Share Information is a required field: you will need to select the box to proceed.
    • This information is pulled directly from the network’s consent disclaimer.
  • Consent to Contact via Email or Consent to Contact via Text Message are optional fields: you can progress through the registration process without checking the boxes to these two consents.
  • Click on Next.

  • After clicking Next a new page will load for the client's Household details to be added.
  • All fields with a blue asterisk (*) are required.

The My Information section is specific to the Primary Client:

The fields shown in this section are determined by the selections made in Administration > Fields. Click here for more information on how to manage these fields. 
  • Gender Identity: Select the client’s gender from the drop-down menu.
  • Marital Status: Select the client’s marital status from the drop-down menu.
  • Ethnicity/Racial Identity: Check the box(es) that the client feels best describe(s) their ethnicity/racial identity.
  • Self-Identifies As: Check the box that the client feels best describes their self-identity. There are also options of “Other”, “None” or “Undisclosed”.
  • Highest Education Level Completed: Select the client’s level of completed education from the drop-down menu.
  • Employment Type (if tracking): Select the client’s employment type from the drop-down menu. 

The Other Household Members section is where you will record information about Household Members other than the Primary Client:

  • Click on the + Add button to add information for additional household members, and repeat for each household member, clicking the red trash can icon will remove the household member if added in error.
  • All fields with a blue asterisk (*) are required.
    • First Name: Enter the first name of the household member.
    • Last Name: Enter the last name of the household member.
    • Date of Birth: Enter the date of birth of the household member.
    • Gender Identity: Select the household member's gender from the drop-down menu.
    • Relationship: Select the relationship the household member has with the client from the drop-down menu.

The General Household Information section is where you will record information that pertains to the entire household. Complete the required fields:

  • All fields with a blue asterisk (*) are required.
  • Address Line 1: Street number and name.
  • Address Line 2: Apartment or Suite Number.
  • City.
  • County.
  • State/Province.
  • Zipcode/Postal code.
  • No Fixed Address checkbox: For clients who are unhoused or experiencing homelessness
    • If this is selected, the client address will no longer be a required field.
  • Prefer Not to Answer checkbox: For clients who are housed but prefer not to disclose their address
    • If this is selected, the client address will no longer be a required field.
  • Receiving the Following Social Programs (if tracking): Check the boxes that apply.
  • Dietary Considerations: Check the boxes that apply.
  • Referred By: Use the drop-down menu to select the best answer as to who referred the client.
  • Languages: Select the preferred language from the drop-down menu.
  • Primary Income Type (if tracking):
    • Income Type: Use the drop-down menu to select the best answer.
    • Monthly Amount: Enter the numerical value of the client household’s monthly income
  • Other Income Sources (if tracking): Check the boxes that apply.
  • Expense Types (if tracking): Click on the Add Expense button to expand the field.
    • Add an expense type by selecting from the drop-down menu.
    • Enter the numerical value of the household’s monthly expenses.
  • Click on the Add Expense button for each expense you wish to record.
  • Click the Remove button if the expense type was expanded in error.
  • Click on Review.

general_household_information_page.gif

  • Once you click Review you will be directed to the Review Profile Updates page where you can review all the household details you just entered.
  • Click Back to add information you may have missed, and click Save & Next if the information is correct.

Review_Profile_Update_page_CNCT.png

  • After clicking Save & Next you will receive a Thank you / Confirmation message that will include:
    • Your login ID: This will be the email address that the client will use to log in to the system.
    • Your Client ID: This is the Link2Feed client ID created at the time of their self-enrollment.
  • The client profile is now complete.

confirmation_page_after_creating_profile_ID_ENABLED.png

  • Book Services: If the organization is enabled for online booking, you'll see a blue button on the confirmation page labeled Book Services.
  • When you click the Book Services button you'll land on the page where you can search for the location you wish to book services, and dates and times of availability. For more information on this please see the Appointment section below. 

book_services_page_CNCT.png

 

How can a client log back into their CNCT profile and update their account in CNCT Version 2.11.0? 

As of March 25, 2022, there are two new Link2Feed ID settings. Please review How do I manage my Link2Feed ID settings for more detailed information on these improvements. We strongly recommend that these settings are enabled as it will prevent client duplicates in your Link2Feed Account. The following instructions are only relevant if these settings have been enabled.
If you have chosen not to utilize these settings, please skip to the section of the page titled To log in and update an account in CNCT with ID settings disabled.

 

To log in and update an account in CNCT with ID settings enabled

  • Enter the CNCT URL for the organization into the browser and hit Enter on your keyboard.
  • This will take you to the CNCT landing page for return users.
  • Enter your email or phone number, and your password, then click the Login button.

welcome_back_page.png

  • Once logged in you will land on the Confirmation page you originally received after creating a client profile, click Return to Dashboard and you'll land on the User Dashboard that allows you to update Account Info or Profile Information.

confirmation_page_after_updating_with_ID_settings_disabled.png

  • Click the Update Account Info button and you'll be directed to the Update Information page where you can update your email and phone number, consent to being contacted, and reset your password; click Save after making changes.
  • Click the Update Profile Information button and you will be directed to the Household Details page where you can make updates to your profile information; click Save after updating information.

return_to_user_dashboard_page_when_updating_with_ID_settings_disabled.png

To log in and update an account in CNCT with ID settings disabled

  • Enter the CNCT URL for the organization into the browser and hit Enter on your keyboard.
  • This will take you to the CNCT landing page.
  • Complete the required fields, then click the Next button.

update_user_information_ID_settings_disabled.png

  • After clicking Next a pop-out Login box will appear. The username field automatically populates your username, you will need to type your password into the password field.
  • After entering your password click the LOGIN button.
    • If you cannot remember your password, click Forgot my Password to reset it.
The Forgot my Password option is only available to clients with a valid email or phone number with which they can receive password recovery instructions.

 

pop_out_field_for_adding_password_when_updating_with_ID_settings_disabled.png

  • Once logged in you will land on the Confirmation page you originally received after creating a client profile.

confirmation_page_after_updating_with_ID_settings_disabled.png

  • click Return to Dashboard and you'll land on the User Dashboard that allows you to update Account Info or Profile Information.

return_to_user_dashboard_page_when_updating_with_ID_settings_disabled.png

  • Click the Update Profile Information button and you will be directed to the Household Details page where you can make updates to your profile information; click Save after updating information.
  • Click the Update Account Info button and you'll be directed to the Update Information page where you can update your email and phone number, consent to being contacted, and reset your password; click Save after making changes.

Appointments

This feature is only available to networks that have agencies that are using the appointment caseload feature. See How do I manage my Appointment Settings?

How do I restrict clients from scheduling more than one appointment on the same day?

  • Use the Visit Frequency Feature to set up a restriction of one visit a day.
  • Clients will be able to modify the time of the appointment during that day, but not create a brand new one for the same day.
  • If not using Visit Frequency Feature, clients will be able to schedule more than one appointment on the same day.

Is it possible to set up Visit Frequency Feature for CNCT, but not client intake (or vice versa)?

  • No, visit frequency is set at the program level. It’s the same configuration whether the appointment is being scheduled in client intake or using CNCT.
  • However, it is possible for users in client intake to bypass the visit interval to make an exception.

How can clients schedule an appointment in CNCT Version 2.11.0?

As of March 25, 2022, there are two new Link2Feed ID settings. Please review How do I manage my Link2Feed ID settings for more detailed information on these improvements. We strongly recommend that these settings are enabled as it will prevent client duplicates in your Link2Feed Account. The following instructions are only relevant if these settings have been enabled.
If you have chosen not to utilize these settings, please skip to the section of the page titled To log in and update an account in CNCT with ID settings disabled.


How can clients schedule an appointment with ID settings enabled and Multiple Programs NOT enabled?

  1. Log into CNCT using the steps outlined here. Screenshot_2023-03-08_104629.png
  2. Click on the Book Services button.Screenshot_2023-03-08_112958.png
  3. Select a location (site) from the Location drop-down menu.
  4. Select an appointment time window and click on Search.services4.gif
  5.  Appointment Details
    • Select an appointment slot from the available appointment listings.Screenshot_2023-03-08_121633.png
    • Provisions (optional)
      • If provisions have been enabled, the client will be able to choose the provisions (as listed in the corresponding program) that they would like during their scheduled appointment. If provisions are disabled, the client will only be able to book an appointment. Visit How do I manage my Appointment Settings? for more information.                                
    • Leave any notes related to the appointment.                                                                            
    • Click on the Book button.     Screenshot_2023-03-08_122543.png

How can clients schedule an appointment with ID settings enabled and Multiple Programs enabled?

The same steps above apply however this option allows for the client to select a location as well as different appointment programs available at the location. 

Video Walkthrough:


How can clients schedule an appointment with ID settings NOT enabled and Multiple Programs NOT enabled?  

 The following instructions are only relevant if the Link2feed ID settings are not enabled.

  1. Log into CNCT using the steps outlined here. 
  2. Click on the Book Services button. 
    Book_Services_CNCT.png
  3. Select a location (site) from the Location drop-down menu.
  4. Select an appointment time window and click on Search.services4.gif
  5.  Appointment Details
    • Select an appointment slot from the available appointment listingsScreenshot_2023-03-08_121633.png
    • Provisions (optional)
      • If provisions have been enabled, the client will be able to choose the provisions (as listed in the corresponding program) that they would like during their scheduled appointment. If provisions are disabled, the client will only be able to book an appointment. Visit How do I manage my Appointment Settings? for more information.                                
    • Leave any notes related to the appointment.                                                                            
    • Click on the Book button.     Screenshot_2023-03-08_122543.png

How can clients schedule an appointment with ID settings NOT enabled and Multiple Programs enabled?

Many of the same steps above apply however this option allows for the client to select a location as well as different appointment programs available at the location. 

Video Walkthrough:

 

How can clients see upcoming appointments in CNCT version 2.11.0?

As of March 25, 2022, there are two new Link2Feed ID settings. Please review the How do I manage my Link2Feed ID Settings? page for more detailed information on these improvements. We strongly recommend that these settings are enabled as it will prevent client duplicates in your Link2Feed Account. The following instructions are only relevant if these settings have been enabled.

If you have chosen not to utilize these settings, please skip to this section.


How can clients see upcoming appointments with ID settings enabled? 

  1. Log into CNCT using the steps outlined here.

Screenshot_2023-03-17_113256.png

2. Click on the Return to Dashboard hyperlink 

 

Screenshot_2023-03-08_104629.png

  3. Select the View Upcoming Services button.

Screenshot_2023-03-10_144906.png

  • The Modify button allows the client to edit the appointment’s Location and Pickup Time.
  • Make the necessary modifications and click on Book.modify5.gif
  • Or the client can cancel the appointment by clicking on the x Cancel button.

 

How can clients see upcoming appointments with ID settings NOT enabled?

The following instruction is only relevant if the Link2Feed ID Settings are not Enabled.

  1.  Log into CNCT using the steps outlined here.

Screenshot_2023-03-17_113256.png

2. Click on the Return to Dashboard hyperlink

Screenshot_2023-03-08_104629.png

3. Select the View Upcoming Services button

Screenshot_2023-03-10_144906.png

  • The Modify button allows the client to edit the appointment’s Location and Pickup Time.modify5.gif

  • Make the necessary modifications and click on Book.
  • Or the client can cancel the appointment by clicking on the x Cancel button.


Passwords

How can a client reset their CNCT password with ID settings enabled?

To log in and change your CNCT password with ID settings enabled:

  • Enter the CNCT URL for the organization into the browser and hit Enter on your keyboard.
  • This will take you to the CNCT landing page for return users.
  • Enter your email or phone number, and your password, then click the Login button.

  • Once logged in you will land on the Confirmation page you originally received after creating a client profile.

ppiper_conformation_page_password_update..gif

  • click Return to Dashboard and you'll land on the User Dashboard that allows you to update Account Info or Profile Information.

return_to_user_dashboard_page_when_updating_with_ID_settings_disabled.png

  • Click the Update Account Info button and you'll be directed to the Update Information page where you reset or change your password. 

update_user_information_ID_settings_enabled.gif

  • To reset your current password type it into ALL three Password fields.
  • Click Save after making changes.
  • To change your current password type the new password into the top Password field and again into the second Confirm Password field.
    • Password must contain the following:
      • Minimum of 8 characters.
      • One capital letter.
      • One lowercase letter.
      • One special character.
  • Type your current password (your password prior to this new one you are creating) into the bottom field Current Password.
  • Click Save.
  • You'll see a green banner running across the top of the page indicating that your update was successful.

update_completed_successfully.gif

 

To log in and change your CNCT password with ID settings disabled:

  • Enter the CNCT URL for the organization into the browser and hit Enter on your keyboard.
  • This will take you to the CNCT landing page.
  • Complete the required fields, then click the Next button.

update_user_information_ID_settings_disabled.png

  • After clicking Next a pop-out Login box will appear. The username field automatically populates with the client username, you will need to type your password into the password field.
  • After entering your password click the LOGIN button.
    • If you cannot remember your password, click Forgot my Password to reset it.
The Forgot my Password option is only available to clients with a valid email or phone number with which they can receive password recovery instructions.

 

pop_out_field_for_adding_password_when_updating_with_ID_settings_disabled.png

  • Once logged in you will land on the Confirmation page you originally received after creating a client profile.

CNCT_confirmation_page_yogi.gif

  • click Return to Dashboard and you'll land on the User Dashboard that allows you to update Account Info or Profile Information.

return_to_user_dashboard_page_when_updating_with_ID_settings_disabled.png

  • Click the Update Account Info button and you'll be directed to the Update Information page where you can reset or change your password. 

update_user_information_ID_settings_enabled.gif

  • To reset your current password type it into ALL three Password fields.
  • Click Save after making changes.
  • To change your current password type the new password into the top Password field and again into the second Confirm Password field.
    • Password must contain the following:
      • Minimum of 8 characters.
      • One capital letter.
      • One lowercase letter.
      • One special character.
  • Type your current password (your password prior to this new one you are creating) into the bottom field Current Password.
  • Click Save.
  • You'll see a green banner running across the top of the page indicating that your update was successful.

update_completed_successfully.gif

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