Once in the app, to the left of your name there is a “?” symbol. Click on that and you will find access to the Help Center

Your User Settings, found in the upper right hand corner when you click on your name, is where you can manage your settings.  Here's what you can do there:

You can quickly find a contact using their name or unique through the Jump to Contact Bar to be taken to their dashboard.

The create button can be used to:

Home:  
This is the Agency Wide dashboard where you can see recent events and send messages to the whole agency.

Account:
In this tab admin users can update agency's profile, export notes, manage permissions, change agency account settings, and create Hotkeys. 

Contacts:  
​This tab shows a grid of all agency Contacts including People and Groups. Grid can be sorted, filtered, and exported at any time.
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Community Board:
​This tab is used to track your own or other users' deadlines associated with goals through the Community Board, where you can filter the data you're looking for in many different ways.

Documents:  
​You can upload documents to the agency here and anyone in the agency with documents permission can view and download them.
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Forms:
Here users can create, view, edit, duplicate, print, download templates, and delete Activity, Assessment, and Contact forms.

Imports:  
Through this tab, an admin user can import data into the Vertical Change system. See here how to prepare your data, upload the import file, create the import configuration, and run your import.

Programs:
This tab has a list of all programs, and a user can create new ones, edit or delete existing ones, fill out program-wide forms, and create or edit goals.

Reports:
Here is where you can create new reports through the Report Builder, view and edit saved reports, export report data, and run Standard Reports.

Staff:
In this tab, admin users can create and edit users, send password reset emails, create and set permissions, and edit user’s Program and Form access.

Tasks:
In this tab, users can view, re-assign, and complete Tasks assigned to them

Dashboard:  Think of it as the “Home Page” for your client.  Here you can write notes and see what actions have been taken on that contact by looking at the “recent events” section. For a Family contact, this page will show you what family members are a part of the family.  You can add new family members here. 

Details: In this tab is the contact’s Basic Information that you entered when you created the client.  You may edit this information at any time. 

Groups:  This tab will show you what families the contact belongs to.

Notes:  Reminders, updates, notes. Data which isn’t needed in reports can be written in this tab

Documents:  You can upload documents pertaining to the family or an individual family member here, and see documents that have been uploaded through this tab or through a form. 

Programs: The program tab will show you the current program the family or individual family member is enrolled in. This tab will also allow you to enroll the family or individual family member into another program or change dates of enrollment, if needed.

Activities (Service Oriented): Activities will vary based on Program(s) in which client is enrolled. Drop down feature displays “activities” associated with that program. You can complete any activity form from here.

Assessments (Outcome Oriented): Assessments will vary based on Program(s) in which client is enrolled. Drop down feature displays “assessments” associated with that program.  You can complete any assessment form from here.

Create a new individual contact or a group/family contact - if you want to create an entire family, you must create each individual first.

Use the Family Dashboard for a Quick View of all Family Member Activities/Assessments

Creating and Editing Forms

Managing Programs