CaseStream Connect Portal Archives

Skip to content

YouthCenter Documentation Home

Client Basics

18

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 Image
Designating a Client’s Primary Residence
Editing or Deleting Client Images
Adding a Program Placement
Adding a Physical Placement
Adding a Court Case & Court Case Occurrence
Referrals within Program Placements
Making Client Images Square
Creating a new Therapist, Referee, or Judge
Program Placements (webinar)
Updated Petitions

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

15

Sending Out Contact Form Invitations
Setting up a form to allow invitations
Using the Custom Form System (webinar)
Custom Forms: Image Labeler
Adding Workflows to Custom Forms
SCAO JJ Screening Assessment Data Spreadsheet (webinar)
Custom Form WorkFlows Walkthrough (webinar)
Admin: Display control of fields in Built-in Forms
Updating or Adding Required Form Items
Client Form Invitations
Custom Form: Build Functionalities
Form & Report Security
Export to Word: Smart Word Doc Templates
Assessment Summary Form
Smart Word DOC Templates (webinar)

Mobile

2

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

Dashboard & Widgets

4

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

Case Manager

28

Sending Out Contact Form Invitations
Editing Client Demographics
Adding Residency Information to a Client
Adding Educational Information to a Client
Adding a Client Relationship Contact
Adding a Client Image
Adding a Client Note
Adding a New Drug Test Report
Adding an Assessment
Adding an Attachment to a Note
Deleting a Client
Deleting a Note
Editing an Existing Note
Editing or Deleting Client Images
Searching and Filtering Notes
Tags, Flags, Sharing
Summary Panels
Using the Client Audit Checklist
Making Client Images Square
System-Based Text Message & Email Reminders
Client Form Invitations
Audit Checklist (webinar)
Medications Overview (webinar)
Collaboration within YouthCenter
Closing a Client
Administration: Adding a New Attorney
Creating a new Therapist, Referee, or Judge
Attachments

General Profile

10

Adding a Client Image
Designating a Client’s Primary Residence
Editing or Deleting a Client’s Educational Information
Editing or Deleting Client Images
Editing or Deleting Residency Information for a Client
Client Restrictions
Summary Panels
Making Client Images Square
Connect Client to Court Information (JIS)
Setting a Client as Sealed/Expunged & Individual Restriction

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

Medical Application
Adding a Client’s Medication
Medication Schedules
Distributing Medication
Medications Overview (webinar)

Assessment

3

Adding an Assessment
Assessment Overrides
Assessment Summary Form

Contacts

7

Adding/Editing/Deleting/Closing Attorney Appointments
Editing, Inactivating, or Deleting a Relationship or Contact
Modifying the Client Team Members
System-Based Text Message & Email Reminders
Contact Manager
Administration: Adding a New Attorney
Creating a new Therapist, Referee, or Judge

Other Forms

2

Sending Out Contact Form Invitations
Client Form Invitations

Administration

46

Setting up a form to allow invitations
Administration: Adding a New User
Administration: Adding in Drug Test Dropdowns
Administration: Resetting a user’s password
Administration: Picklist / Dropdown Management
Administration: Tags
Deleting a Client
Using the Custom Form System (webinar)
Administration: Disabling a User
Custom Forms: Image Labeler
Audit Checklists 2.0
Admin: Announcements
Assessment Overrides
Managing Personal Possession Tracking-Facility/Residential
Client Portal Access (Detention/Residential)
Transactions & Daily Point Tracking
Multi-Factor Authentication (MFA)
Adding Workflows to Custom Forms
SCAO JJ Screening Assessment Data Spreadsheet (webinar)
Custom Form WorkFlows Walkthrough (webinar)
Program Outcomes Types & Adding Outcomes
Auto-Enroll Residents in Programs on Intake-Facility/Residential
Connected Sites: Sharing user access between sites
Adding/Editing Groups
Permissions & Access Levels
Permission Use and Permission Modifiability (webinar)
Admin: Display control of fields in Built-in Forms
Updating or Adding Required Form Items
Adding a New Program Type (Admin)
Access Levels for Notes & Incidents (webinar)
Shared People Lists (People Picker)
Reports 2.0
Setting a Client as Sealed/Expunged & Individual Restriction
Sealed/Expunged/User Restriction Permissions
Cross-Site (Statewide) Search
Custom Form: Build Functionalities
Collaboration within YouthCenter
Form & Report Security
Export to Word: Smart Word Doc Templates
Administration: Adding a New Attorney
Assessment Summary Form
Behavioral Management Points System (Facility/Residential)
Using Reports 2.0 (webinar)
Smart Word DOC Templates (webinar)
Program Placements (webinar)
Administration: Building Service Plans

Login & Password

4

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

Facility

22

Facility Medications
Adding a Client’s Medication
Medication Schedules
Distributing Medication
Meal Tracking System-Facility/Residential
Managing Personal Possession Tracking-Facility/Residential
SafeGuard™ Basics
Adding Incidents & Incident Viewing Access levels-Facility/Residential
Auto-Enroll Residents in Programs on Intake-Facility/Residential
Separation-Facility/Residential
Facility Rounds Reporting
Adding Facility/Residential Placement Programs: Intake & Release
Visitations-Facility/Residential
Discipline-Facility/Residential
Progress Reports-Facility/Residential
Medications Overview (webinar)
Daily Log -Facility/Residential
Facility Notes-Facility/Residential
Safeguard Troubleshooting-Enabling Captive Portal Access
Closing a Client
Behavioral Management Points System (Facility/Residential)
Using Personal Possession Tracking – Facility/Residential

Uncategorized

7

How to Get Help
Troubleshooting Topaz SigPad Issues
Where can I find Release notes?
Creating New My People Lists
Editing a My People List
Updates, Status, and Support of YouthCenter
Files Application

Messages

2

Messages Application Basics
Shared People Lists (People Picker)

Service Plans

2

Using the Service Plans Application
Administration: Building Service Plans

Report Manager

5

Subscribe to a Report
SCAO JJ Screening Assessment Data Spreadsheet (webinar)
Reports 2.0
Form & Report Security
Using Reports 2.0 (webinar)

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

Safeguard

3

Client Portal Access (Detention/Residential)
SafeGuard™ Basics
Safeguard Troubleshooting-Enabling Captive Portal Access

View Categories

Home
Docs
CaseStream Connect Portal

CaseStream Connect Portal

Files Application
Attachments

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