Skip to main content
Sign in

Programs and Applications

eLogic Genesis Team
  • Updated

Programs and Applications - Standard User

Topics covered in this article: 

Programs and Applications Tab - The Basics

The Programs/Applications tab will be named differently for different users based on their Role Permissions as set by an Agency Administrator:  

  • Programs: you have access to programs, but not applications
  • Applications: you have access to applications, but not programs
  • Programs/Apps: you have access to both programs and applications

mceclip0.png

eLogic Genesis' Programs and Applications sections are accessible in client records via the intake navigation bar → Programs/Applications. 

If you have access to both Programs and Applications, you will see two toggles available that will bring you to each section:

mceclip2.png

Click the links below to learn more about each feature:

  • Applications - manage client program applications
  • Programs - manage programs in which clients are enrolled

back to top

 

Program Applications - Table of Contents

Program Applications - The Basics

eLogic Genesis' Program Application feature is accessible in client records via the → Programs/Applications tab. Program applications help guide staff and clients to specific programs for which the client may qualify. The Applications section can be a helpful tool in collecting client information that can assist in determining program eligibility. 

Applications can have up to six required data areas: Demographics, Assessments, Forms, Employment, Budget, and Files. Agency Admins must select what data is required for the Application to be considered complete. This required data must be entered in the client record before the client can enroll in the program.

mceclip1.png

In the example above, we can see that the client record has 50% of the Required Data for the CSBG program completed mceclip0.png.

If enabled, clients can apply for select programs via the eLogic Genesis Client Portal. When a client creates an application and begins fulfilling required data areas, their record is updated in real time and will alert all assigned navigators when they submit it for review.

back to Program Applications - Table of Contents     back to top

Program Applications Page

The Program Applications page contains a filter bar and a table that displays all documented job applications.

Filter Bar

Above the Program Applications table, you'll see a blue mceclip3.png filter bar which contains different filters categories. Each category will expand and show different filter options when clicked. When each filter is selected or removed, the table below will display only applications that match the filter options selected. 

mceclip4.png

It may seem that some filter drop-downs display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the Applications created. 

Once a filter option is selected, it can be removed by clicking the check box in the drop-down, clicking Clear all in the drop-down, or by clicking the grey rectangle shown under Selected Filters beneath the filter bar.

Filter Options

  • Program - filter applications by program name
  • Status - filter applications by status(es)
  • Assigned - filter applications by status(es)
  • Due Date - filter for applications by due date

Program Applications Table and Column Headers

Easily sort program applications in client records by clicking the arrows next to each column header. The arrows will sort the table in ascending/descending order according to the data in the column. 

mceclip6.png

back to Program Applications - Table of Contents     back to top

Eligibility Calculator

The Eligibility Calculator is a pre-screen tool to identify which programs a client is potentially eligible. Eligibility Calculators must be created by Agency Admins before they become available to navigators in client records. eLogic Genesis has a built-in Eligibility Calculator to make it easy for navigators to quickly identify in which programs a client could be eligible to enroll. 
 

Enroll client in a Program via Eligibility Calculator

  1. Open client record
  2. Click the Programs tab
  3. Click Eligibility Calculator near the top right corner - a screen overlay will appear.
  4. If the client meets the eligibility requirements set in the Eligibility Calculator, their program options will be displayed under Eligible Programs
  5. Click the name of the Eligibility Calculator to expand
  6. Eligibility requirements and list of applicable programs will be displayed
  7. Select the checkbox next to each program you wish to enroll the client
  8. Repeat with other Eligibility Calculators as needed
  9. Click Assign Program
  10. Program is added to client record

back to Program Applications - Table of Contents     back to top

Create Program Application

  1. Open client record
  2. Select the Applications tab
  3. Click the Applications toggle 
  4. Click Create Application in the the top right corner
  5. Click the Available Programs drop-down and select the desired application(s)
  6. Click Create Applications
  7. Program application(s) are added to the table below

back to Program Applications - Table of Contents     back to top

Add/Edit Basic Program Application Information

  1. Open client record
  2. Select the Applications tab
  3. Click the Applications toggle 
  4. Locate the application in the table below
  5. Hover your mouse over the application and click mceclip0.png more to expand
  6. Edit Status, Assigned, and Due Date by clicking the fields in the Application's row
  7. Click Save Changes

back to Program Applications - Table of Contents     back to top

Fill Out Program Application

  1. Open client record
  2. Select the Applications tab
  3. Click the Applications toggle 
  4. Locate the application in the table below
  5. Hover your mouse over the application and click mceclip0.png more to expand
  6. Click the Continue button to navigate to that section of the client record to complete any missing required data:
    • Demographics - Intake page has information entered for each required intake field
    • Assessments - left sidebar mceclip14.png Assessment → Assessments, required assessment has been conducted and finalized
    • Forms - Forms tab has required form filled out and finalized
    • Employment - Employment tab has a valid, current employment
    • Budget - left sidebar mceclip13.png Budget → "Income" page has information entered
    • Files - left sidebar mceclip1.png Files → indicate Req. File (Application)
  7. When all required information has been entered, the program application's progress mceclip1.png circle will be updated to a completed mceclip3.png circle - you may need to refresh your page to see the update

back to Program Applications - Table of Contents     back to top

Check Program Application Progress

  1. Open client record
  2. Select the Applications tab
  3. Click the Applications toggle 
  4. Locate the application in the table below
  5. The progress circle mceclip2.png next to the program name will display the percentage of required information that has been satisfied
  6. Hover your mouse over the application and click mceclip0.png more to expand
  7. Under Required Data below:
    • Needed required information will be in grey text and will have a blue Continue button
    • Satisfied required information will be in green text with a check mark mceclip5.png and a green mceclip5.png Complete button

back to Program Applications - Table of Contents     back to top

View Program Application Timeline

The Program Application Timeline displays changes to the application's status by showing the date and time the status was updated, what it was updated to, and who made the update.

  1. Open client record
  2. Select the Applications tab
  3. Click the Applications toggle 
  4. Locate the application in the table below
  5. Hover your mouse over the application and click mceclip0.png more to expand
  6. Click the mceclip0.png Timeline sub-menu option
  7. Application's status updates are shown below

back to Program Applications - Table of Contents     back to top

Approve/Deny Program Application

Important note: if your organization has enabled program applications through the Client Portal, approving or denying the application will send a notification to the client.

  1. Open client record
  2. Select the Applications tab
  3. Click the Applications toggle 
  4. Locate the completed mceclip3.png application in the table below
  5. Hover your mouse over the application and click mceclip0.png more to expand
  6. Click the Status drop-down
  7. Select Approved or Denied
  8. Click Save Changes

back to Program Applications - Table of Contents     back to top

Delete Program Application

  1. Open client record
  2. Select the Applications tab
  3. Click the Applications toggle 
  4. Locate and hover your mouse over the application you wish to delete in the table below
  5. Click the mceclip4.png delete icon
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the application has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

back to Program Applications - Table of Contents     back to top

 

Programs - Table of Contents

Programs - The Basics

eLogic Genesis' Programs feature is accessible in client records via the → Programs/Applications tab. This is where clients can be enrolled in your organization's programs. Clients can be enrolled in a Program directly or after their program application has been approved. When a client is enrolled in a program, the assigning navigator's name will appear in the bottom left corner of the mceclip7.png Program Details section.

back to Programs - Table of Contents     back to top

Programs Page

The Programs page contains a filter bar and a table that displays all documented job applications.

Filter Bar

Above the Programs table, you'll see a blue mceclip3.png filter bar which contains different filters categories. Each category will expand and show different filter options when clicked. When each filter is selected or removed, the table below will display only programs that match the filter options selected. 

mceclip5.png

It may seem that some filter drop-downs display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the programs entered. 

Once a filter option is selected, it can be removed by clicking the check box in the drop-down, clicking Clear all in the drop-down, or by clicking the grey rectangle shown under Selected Filters beneath the filter bar.

Filter Options

  • Program - filter by program name
  • Type - filter programs by type
  • Status - filter programs by current status
  • Start Date - filter for programs that began within a date range
  • End Date - filter for programs that ended within a date range
  • Assigned - filter for programs that were assigned within a date range

Programs Table and Column Headers

Easily sort programs in client records by clicking the arrows next to each column header. The arrows will sort the table in ascending/descending order according to the data in the column. 

mceclip6.png

back to Programs - Table of Contents     back to top

View Programs

  1. Open client record
  2. Select the Programs tab
  3. All current and ended programs are shown in table below
  4. Hover your mouse over a program and click mceclip0.png more to expand
  5. mceclip7.png Program Details are shown below

back to Programs - Table of Contents     back to top

Enroll Client in a Program

  1. Open client record
  2. Select the Programs tab
  3. Click Add Program(s) in the top right corner
  4. Click the Program(s) drop-down and select the desired programs(s)
  5. Click Add Program(s)
  6. Program(s) are added to the table below

back to Programs - Table of Contents     back to top

"No Program Available" Checkbox

If your agency does not offer programs that are appropriate for the client, select the "No Program Available" checkbox. When this checkbox is selected, no new program assignments can be made in the client record.

Deselect the checkbox to assign programs.

back to Programs - Table of Contents     back to top

Add/Edit Basic Program Information

  1. Open client record
  2. Select the Programs tab
  3. Hover your mouse over a program and click mceclip0.png more to expand
  4. Update basic program information by clicking the fields in the program's row:
    • Type
    • Status
    • Start Date 
    • End Date
    • Assigned date
  5. Click Save Changes when finished

back to Programs - Table of Contents     back to top

Add/Edit Program Details

  1. Open client record
  2. Select the Programs tab
  3. Hover your mouse over a program and click mceclip0.png more to expand
  4. mceclip7.png Program Details are shown below - enter or edit information as needed
    • Site
    • Hours
    • Cost
    • Checkup Date
  5. Click Save Changes when finished

back to Programs - Table of Contents     back to top

Delete Program From Record

  1. Open client record
  2. Select the Programs tab
  3. Hover your mouse over the program you wish to delete in the table below
  4. Click the mceclip4.png delete icon
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the program has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

back to Programs - Table of Contents     back to top

 

Was this article helpful?
1 out of 1 found this helpful
Return to top

Related articles

Comments

0 comments

Please sign in to leave a comment.