How to Log In to VerticalChange

On the VerticalChange login page (https://app.verticalchange.com/login), enter the email used to create your account, followed by the password you created when you first registered. Click Sign In to enter the application.

If you are unable to login contact your account administrator to send you a password reset email. If you are unable to contact your account administrator, please send an email to support@verticalchange so that we may assist you.

How to Navigate your Agency’s Dashboard

Once you've logged in, you’ll see your organization's main Dashboard. In the top left corner is the VerticalChange logo. Clicking the logo will always bring you back to the main dashboard. (A)

To the right of the logo is the Jump to contact... field, where you can quickly search for contact records by name or Unique ID. (B)

The green Create button is where you start to create a new person or group contact record. User tasks can also be assigned from this dropdown menu. (C)

On the left side of the screen are a series of icons that make up your Main Menu. Hovering your mouse over the icons will identify what tools you have available. (D)

You may also expand or minimize the main menu by clicking the double arrow icon below the tool icons. (E)

In the top right corner, you’ll find options to open Live Chat support, current application Status (including a Visit Status Page link), a Help desk with frequently asked question for all users, and a Welcome option which contains user Settings, Product Changes, and the Logout function. (F)

Each time you login, the How can we help you? chat window will be minimized in the bottom right corner. Click the question or upward arrow to open the chat window, and begin typing to contact Support. If you click the X to close the chat window, you can find it again by clicking Live Chat in the top right corner of your screen. (G)

At the center of the dashboard is your Agency Bulletin Board, where you can communicate with other agency users. To add a new message, type in the box labeled Say something to the entire agency!, format your text using the provided editing tools, and click Add Post. You can reply to another user comment by typing in the Write a comment... box below the original post and clicking Reply. (H)

A list of all Recent Events can be displayed by clicking the show events option, on the right side of the screen, across from the Agency Bulletin Board. Clicking the event name will take you to that updated item. (I)

How to Find A Person or Group Contact

To quickly find a contact by name or Unique ID, locate the Jump to contact... field, near the logo in the upper left corner of the application. Type the contact's first, middle, or last name, or paste the Unique ID. A list of results will be displayed. Click on your contact to be taken to their dashboard. (A)

For a more advanced search, from the Main Menu, select Contacts. A list of all contacts in the system will be displayed. (B)

You may choose to see the list of People, displayed by default, or Families and Groups, by clicking on the Groups tab. (C)

To find your contact, locate the search field labeled Filter by Name, below the Contacts heading and People/Groups tabs. In the search box, you can find a person by first or last name, with results displayed as you type. Following the search filter are dropdown filters that allow you to find a contact by Contact Type, Assigned User, Program, and Status, or any combination of the filters. Search results are updated as you select filters. (D)

Columns can be sorted in ascending or descending order by clicking the column title. An arrow pointing up or down and a number 1 will appear to the right of the title, indicating sorting is in place on that column. You can sort using multiple columns by clicking on the downward arrow on the right of the column and selecting Sort Ascending or Sort Descending. Holding down the shift key before selecting a title will also allow sorting by multiple columns. A number will appear beside the column to show sort order. (E)

To view all contacts in your application, be sure to clear any filters using the Clear Filters option located to the right of the main dropdown filters. (F)

A plus sign option to the left of each contact will expand a summary of contact information. This summary includes First Name, Last Name, Unique ID, Contact Type, Enrolled Program(s), and Assigned Staff. Click the minus sign to close the summary. (G)

The Grid Menu button, symbolized by three horizontal lines and located to the right of the column titles, provides options to Clear Filters (if sorting by column title), Toggle Filters, add or remove Columns by clicking available fields, or Export a list of all, displayed, or selected contacts in comma separated value (.csv) file format. (H)

To select specific rows to export to .csv, click the checkmark to the left of each row you want included (I)

How to Navigate a Contact Dashboard

When you're viewing a person or group record, you'll begin on their Contact Dashboard. To the right of the contact's name is a purple box which shows the contact type(s) associated with this record. (A)

Below the name are a series of tabs offering various tools for recording information about this contact. Details will allow you to update basic contact demographic information and modify contact type. In Groups, you can view group membership, and add a contact to a group or family. You may enter client Notes on that tab. Files specific to a contact can be uploaded to the Documents tab. You can enroll contacts in Programs on that tab, and view their current enrollment. Activities and Assessments are where forms may be administered for a contact. (B)

To quickly make a note on the contact record, you may do so on the main Dashboard, below the tabs in the Add Note field. When you’re done, click Save. (D)

A list of all Recent Events is also displayed on this dashboard, can can be navigated by scrolling to the bottom of the screen and clicking Next or Previous. Clicking the event name will take you to that updated item. (E)

On the right side of the screen, you’ll see a summary Sidebar for the contact, which includes reference information. To the right of the contact name is a Print icon, which generates a PDF file of contact Details, and an Archive file box icon, which allows contacts to be archived. (F)

Group contacts, including families, will include a list of group members, and the option to add and remove members. To add members, type the first or last name of a contact in the Add more people to this group: field. (A)

To remove a member click Remove in the Actions column. (B)

Choose a person’s primary family Relationship type from the dropdown menu. (C)

You can also click a button to set a Family staff Assignment or Family Program Enrollment to assign staff and programs for all family members. (D)

Some groups are designated as Sites. The site dashboard varies from a standard contact dashboard with tabs for My Work, Site Information, Documents, Programs, QRIS Ratings, Assessments, and Activities. (A)

The default tab is My Work. You can send an invitation to a Site User by entering an e-mail address, first name, and last name followed by create login. (B)

You will also see a list of forms that a Site needs to complete. A provider can click Start to the right of each document when they’re ready to begin. (C)

The other tabs start with Site Information, where basic demographic data can be updated. Documents allows for upload of items pertaining to the Site. Programs shows current program enrollment and allows new enrollment and disenrollment. QRIS Ratings displays current calculated Quality Rating & Improvement System scores. Assessments & Activities is where forms related to the Site can be administered. (D)

Clicking a Group Member name in the summary sidebar will take you to a person’s record. (E)

How to Complete an Activity or Assessment Form

To complete your first Activity or Assessment form for a person or group contact, begin by finding that contact and navigating to their dashboard. Click the tab for Activities or Assessments to find available forms. (A)

In the center of the page, under the header Administering Activities or Administering Assessments, click the dropdown menu to Select an activity... or Select an assessment..., and choose the form to be completed. (B)

Complete the form questions, including any required fields (identified by a red asterisk), and click Save at the bottom of the page when finished. (C)

To complete another form, return to the Activities or Assessments tab and click the drop down menu for Record a new assessment… at the top right corner above existing form results, and choose another form to administer. (D)

Complete the form questions, then click Save at the bottom of the page when finished. (E)

How to Upload a Document

In a person or group contact record, the Documents tab allows you to upload documents associated with that record. To upload your first document, click + Upload a Document in the center of the screen. (A)

Enter a display Name for the upload, and a brief Description, then click Choose Files to select the document to upload from your computer. Click Open or Ok on your file window. Click Save to return to the Documents tab and see the file as available. You can upload one document at a time. (B)

When uploading additional documents, the + Upload a Document button will be on the left, above the list of uploaded documents. (C)