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Agency Admin - General

eLogic Genesis Team
  • Updated

Agency Admin - General

To learn more about how the Parent Reporting Type, Reports Inheritance and the Source: Inherit / Source: Own button works, see Agency Admin - eLogic Network.

Topics covered in this article:

General - The Basics

The General tab is the leftmost tab available under Agency Admin and  various features for your organization.

mceclip0.png

The General tab houses the ability to enable or disable various features that relate to privacy, network reporting, default, and automated settings.

If you have any questions about a feature and if it is right for your organization, please do not hesitate to contact the eLogic Team for guidance.

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Agency Logo

Upload your organization's logo to display in the top left corner of eLogic Genesis for all navigator and client logins.

Update or Change Logo

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Click mceclip1.png Choose file...
  4. Locate your organization’s logo in your computer
  5. Click Open
  6. Click Upload

Remove Logo

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Click mceclip2.png delete current logo

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Agency Display Name

The Agency Display Name entered in the text field is what will be displayed in automated emails and in the Client Portal (for agencies who opt in).

  1. Enter your agency's name in the text field
  2. Scroll to the bottom of the page
  3. Click Save settings

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Count Employment Wage as Income

This feature prevents having to double enter employment wage under both the Employment tab and the client Budget. Any Employment wage entered under the Employment tab will automatically be added to the client Budget. If your organization uses Percentage of Poverty for eligibility, we strongly encourage you to enable this feature.

Please note: If your organization has employment wage entered directly into client budgets and under the Employment tab, enabling this feature will combine the two and artificially inflate client budget totals. If you wish to enable this feature and already have client wage information entered in client budgets, please contact the eLogic Team for guidance.

Enable or Disable Count Employment Wage as Income

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Count Employment Wage as Income:
    • Select the check-box to enable the feature
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Default Next Assessment Date

Automatically schedule the next assessment upon assessment finalization. When navigators finalize an assessment, the default next assessment date will be the number of months entered in this field.

Navigators will still have the option to change or remove the next assessment date upon assessment finalization.

Add Default Next Assessment Date

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Default Next Assessment Date, enter the number of months you wish to set the default next assessment date in the text field
  4. Scroll to the bottom of the page
  5. Click Save settings

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Remove Default Next Assessment Date

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Default Next Assessment Date, delete the number from the text field
  4. Scroll to the bottom of the page
  5. Click Save settings

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Use Work Logs

Work Logs provide an area within eLogic Genesis to document income and hours worked for non-traditional employment. With Work Logs, navigators can record which Worksites clients work, they dates they worked, the hours worked, the pay rate, and the total earned for each entry. Income earned on Work Logs are not calculated into the client's budget.

The Work Log feature must first be enabled and have Work Sites entered under Intake Fields for it to be available for navigator use.

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Enable or Disable Work Logs

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Use Work Logs:
    • Select the check-box to enable the feature
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Auto-assign Navigators

The Auto-assign Navigators feature will automatically assign navigators to a client when they interact with the record. A client record can have multiple navigators assigned. 

Having navigators assigned to client records is important because:

  • Only assigned navigators receive client event notifications
  • Dashboards display only client events to which the navigator is assigned

This feature may not be appropriate for your organization, so please do not hesitate to contact the eLogic Team for guidance.

Enable or Disable Auto-assign Navigators

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Auto-assign Navigators:
    • Select the check-box to enable the feature
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Report Only My Clients

The Report Only My Clients feature adds an additional layer of client privacy where navigators who run System, Custom, and Ad Hoc reports will only see results for clients to whom they are assigned. Clients not assigned to the navigator will not appear in any of their report results.

Important!! We highly recommend that to protect client privacy and maintain HIPAA compliance, every organization that works with sensitive client data has this option enabled.

Enable or Disable Report Only My Clients

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Report Only My Clients:
    • Select the check-box to enable the feature
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Hide Employee Records

The Hide Employee Records feature adds a layer of privacy for navigators by preventing non-admin users from seeing other navigators' records.

Enable or Disable Hide Employee Records

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Hide Employee Records:
    • Select the check-box to enable the feature
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Family Assessment Copying

The Enable Family Assessment Copying feature enables navigators to copy an assessment's outcomes across family/household members.

This feature may not be appropriate for your organization, so please do not hesitate to contact the eLogic Team for guidance.

Enable or Disable Family Assessment Copying

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Enable Family Assessment Copying:
    • Select the check-box to enable the feature
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Enable View Access

The Enable View Access allows read-only access to program assignments and forms outside the permissions of navigators where access to those data points is limited.

If you wish to enable this feature, see Agency Admin - Enable View Access for the full walk-through.

Enable or Disable Enable View Access

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Enable View Access:
    • Select the check-box to enable the feature
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Parent Reporting Type

The Parent Reporting Type setting determines the accessibility of your data to your parent group in reports. The options are:

  • No Reporting (parent group cannot run reports on your database)
  • No Identifiable Information (excludes Names, Case Numbers, and Social Security Numbers from the report)
  • Full Access (allows reporting on any of your organization's data).

To learn more about parent and child groups, see Agency Admin - eLogic Network.

Select Parent Reporting Type

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Parent Reporting Type, use the drop-down to select:
    • No Reporting
    • No Identifiable Information
    • Full Access
  4. Scroll to the bottom of the page
  5. Click Save settings

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Reports Inheritance

The Reports Inheritance toggle enables your organization to run Custom and Ad Hoc Reports that are created by and housed within your parent agency.

Please note that inherited reports cannot be edited by child organizations.

Manage Reports Inheritance

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Reports Inheritance, click the Source: button to display your setting preference:
    • Source: Inherit - Your organization can now view and run reports created by your parent agency
    • Source: Own - Your organization cannot view or run reports created by your parent agency
  4. Scroll to the bottom of the page
  5. Click Save settings

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Create Note When Status Changes

By default, eLogic Genesis will automatically generate a case note when a client's record status or Client Portal record status is changed. The case note will indicate the new status selection, the date it occurred, and who made the change. If you wish to turn this feature off, follow the steps below to disable.

Enable or Disable Create Note When Status Changes

  1. Click Agency Admin from the system navigation bar
  2. General tab is selected
  3. Under Create Note When Status Changes:
    • Select the check-box to enable the feature (feature is enabled by default)
    • Deselect the check-box to disable the feature
  4. Scroll to the bottom of the page
  5. Click Save settings

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Disable Notifications for Inactive or Closed Client Records

By default, all client records and relevant caseworkers receive date-based notifications (ex: Assessment Due) and action-based notifications (ex: Application Status Change). Depending on the needs of your agency, you may disable such notifications for client records that have been assigned the "Inactive" or "Closed" status. 

Even when notifications are disabled for Inactive or Closed client records, these clients will continue to receive any referral or messaging-related notifications if their Client Portal status is set to "Active."

Before disabling notifications for Inactive or Closed client records, make sure your agency uses the "Inactive" and "Closed" statuses in such a way that the relevant client records no longer require caseworker attention.

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