Case Management

Program management

• Standard Christmas Program
• Advanced Christmas Program
• US Program Names & Program Types Available
• Canada Program Types & Program Names Available
• General program settings for food bank standard program types
• General program settings for generic program types

User, Organization & Settings Administration

• Consent to Contact
• Network & Agency management : Settings, Fields and Lists
• How to Add, Edit and Remove a User
• Client duplicate management
• Organization administration

Case Management Onboarding Resources

Client Management

• Anonymization of Data
• Client Reviews & Forced Profile Review
• Client and household management (Searching, Updating, Archiving, Linking)
• Adding a new client or household member

Visit Management & Appointment Lists

• Attendance Feature
• Delivery Route feature
• Barcode Scanning feature
• How do I create a Client Notes Review?
• Visit Frequency feature
• How do I View, Edit or Delete an Anonymous Visit

Surveys

• Surveys

Texting

• Texting Feature

CSFP Lists *US Only*

• CSFP, FFC and Social Service Follow-ups Lists (US Only)