Client Portal - Definitions of Terms Used

Please familiarize yourself with the terms below as they provide additional meaning and nuance when implementing and using your organization's Client Portal.

• Individual
• Client
• Client Portal Liaison/Liaison
• Organization-specific Record
• Global Record
• Global Invitation Link
• Direct Invitation
• Waitlists
• Global Invitation Waitlist
• Agency Enrollment Program 
• Agency Enrollment Program Waitlist
• Program Application Waitlist
• Client Portal Eligible (Program Applications) 
• Waitlist Capacity

Client Portal Term	Definition
Individual	A person who is not a current client of your organization
Client	A person who has an eLogic Genesis record in your organization and is working with a staff member directly
Client Portal Liaison/Liaison	The staff member(s) who will act as the point of contact for their organization's staff and clients and provide basic support and troubleshooting for the Client Portal
Organization-specific Record	Any eLogic Genesis record that is accessible in your organization
Global Record	An eLogic Genesis record created by an individual that is not associated with an organization
Global Invitation Link	A link created by your organization that when provided to individual(s), can create a Global Record and potentially apply to become a client of your organization
Direct Invitation	Invitation generated by staff inviting an existing client to access the Client Portal
Waitlists	New area in eLogic Genesis where three different types of waitlists can be managed
Global Invitation Waitlist	Waitlist to approve or deny an individual's global record to become an organization-specific record - first optional waitlist control. Recommended if using Global Invitation Link
Agency Enrollment Program	Individuals must supply the selected required information and be enrolled in this program to become a client of your organization
Agency Enrollment Program Waitlist	Waitlist to approve or deny an individual's enrollment to become a client; does not yet work with a staff member directly - second optional control
Program Application Waitlist	Waitlist to approve or deny a client's enrollment for selected program(s) - third optional control
Client Portal Eligible (Program Applications)	Program applications that are available to clients via the Client Portal (clients can self-apply)
Waitlist Capacity	The maximum number of clients or individuals that may be enrolled in a program at any given time