Dashboard & Widgets Archives - YouthCenter Docs

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YouthCenter Documentation Home

Client Basics

12

Searching for a Client
Creating a New Client
Updating a Client Profile
Editing Client Demographics
Adding Residency Information to a Client
Adding Educational Information to a Client
Adding a Client Relationship Contact
Adding a Client Mugshot
Adding a Client Note
Designating a Client’s Primary Residence
Creating a new Therapist, Referee, or Judge
Separation Information in YouthCenter

Calendar

5

Adding or Editing Calendar Events
Adjusting Calendar Permissions and Notifications
Calendar Application Basics
Subscribing or Unsubscribing to a Calendar
Filtering on Calendars

Forms

8

Resending, Changing an Email, or Disabling a Form Invitation
Setting up a form to allow invitations
Using the Custom Form System
Creating Required Fields in Custom Forms
SCAO JJ Screening Assessment Data Spreadsheet
Custom Form WorkFlows Walkthrough
Adding Workflows to Custom Forms
Custom Forms: Image Labeler

Mobile

2

Adding YouthCenter to your Android Device
Adding YouthCenter to your Apple Device

Dashboard & Widgets

4

Dashboard Basics
Dashboard Manager
Dashboard Manager: Multiple Dashboards, Sharing, and Widget Tallies
Widgets & Advanced Filtering

Case Manager

11

Editing Client Demographics
Adding Residency Information to a Client
Adding Educational Information to a Client
Adding a Client Relationship Contact
Adding a Client Mugshot
Adding a Client Note
Adding an Assessment
Deleting a Client
Tags, Flags, Sharing, and Daily Log
Administration: Adding a new Attorney
Summary Panels

General Profile

8

Adding a Client Mugshot
Designating a Client’s Primary Residence
Editing or Deleting a Client’s Educational Information
Editing or Deleting Client Mugshots
Editing or Deleting Residency Information for a Client
Client Restrictions
Transactions & Daily Point Tracking
Summary Panels

Notes

5

Adding a Client Note
Adding an Attachment to a Note
Deleting a Note
Editing an Existing Note
Searching and Filtering Notes

Medical

5

Adding a New Drug Test Report
Medical Application
Adding a Client’s Medication
Medication Schedules
Distributing Medication

Assessment

2

Adding an Assessment
Assessment Overrides

Contacts

6

Adding an Attorney Appointment
Editing or Deleting a Relationship or Contact
Editing or Deleting an Attorney Appointment
Modifying the Client Team Members
Administration: Adding a new Attorney
Creating a new Therapist, Referee, or Judge

Detention

1

Starting a Detention Intake

Administration

24

Administration: Adding a New User
Administration: Drug Tests
Administration: Resetting a user’s password
Administration: Picklist / Dropdown Management
Administration: Tags
Deleting a Client
Deleting a Note
Using the Report System
Using the Custom Form System
Administration: Adding a new Attorney
Creating a new Therapist, Referee, or Judge
Administration: Disabling a User
Audit Checklists 2.0
Creating Required Fields in Custom Forms
Transactions & Daily Point Tracking
SCAO JJ Screening Assessment Data Spreadsheet
Program Outcomes Types & Adding Outcomes
Detention/Residential: Auto-Enroll Residents in Programs on Intake
Connected Sites: Sharing user access between sites
Client Portal Access & Form Invitations
Admin: Announcements
Assessment Overrides
Multi-Factor Authentication (MFA)
Service Plan Administration

Login & Password

3

Password Changes
Updating your profile information
How to log in and out of YouthCenter

Facility

6

Facility Medications
Detention/Residential: Auto-Enroll Residents in Programs on Intake
Using Personal Possession Tracking
Adding Incidents & Incident Viewing Access levels
Meal Tracking System
Separation Information in YouthCenter

Uncategorized

5

How to Get Help
Troubleshooting Topaz SigPad Issues
Where can I find Release notes?
Creating New My People Lists
Editing a My People List

Messages

1

Messages Application Basics

Service Plans

2

Service Plans Application
Service Plan Administration

Report Manager

3

Subscribe to a report
SCAO JJ Screening Assessment Data Spreadsheet
Custom Form WorkFlows Walkthrough

CaseStream Connect Portal

5

Enabling the CaseStream Connect Portal
Customizing the CaseStream Connect Portal
Making a Client Contact a Portal User (Casestream Connect)
Sharing items with Portal users
Sharing Team Member Contact Information in the Portal

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Dashboard & Widgets

Dashboard Basics
Dashboard Manager
Dashboard Manager: Multiple Dashboards, Sharing, and Widget Tallies
Widgets & Advanced Filtering

About YouthCenter

YouthCenter is a cloud-based Juvenile Case Management software used by Juvenile Courts, Juvenile Detention Centers, Youth Centers, Outreach Detention Programs, Juvenile Probation, Juvenile Detention Alternative Initiatives (JDAI), and supporting organizations. The software is secure, cost effective, accessible via a web browser. Your subscription fee includes access to the software, technical support, online storage space, and many other benefits. Demonstrations are available at no charge.

Contact YouthCenter

1.877.692.4978
[email protected]
11480 53rd Ave., Suite A
Allendale, MI 49401

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