Orientation and Learning Site

Data and Evaluation Orientation and Learning Site: Training Videos & Quizzes

Welcome to FamilyWise from the Data and Evaluation team! In the following videos you’ll learn all about our agency database ClientTrack, an all-in-one case management tool which helps us provide top-tier services to our participants. Each training module contains a training video and a quiz to help the Data and Evaluation team gauge your understanding of the content. After each video, be sure to complete the mandatory quiz for the given module.  

Required ClientTrack Training for All FamilyWise Staff

These four foundational modules are intended for anyone working in our database. This includes staff, managers, volunteers, interns, and members of the admin team.  

26 minutes long (combined total viewing length of 4 video modules) 

  • Module 1: ClientTrack 101 & FAQs
  • Module 2: Data Security Basics
  • Module 3: Data and Evaluation Policies and Procedures
  • Module 4: ClientTrack Essentials, Logging in and Navigation 

Additional ClientTrack Training Modules

These modules dive into specific functions of ClientTrack, and will help you work confidently and efficiently in our database. Refer to your Training Menu for your assigned modules, which contain the information that is most relevant to your position. Please check in with your manager if you have any additional questions about which modules you need to complete, and feel free to explore other modules once you’ve completed your required content. 

  • Module 5: Intake and Enrollment 
  • Module 6: Exit 
  • Module 7: Service Authorization 
  • Module 8: Entering Services 
  • Module 9: Entering Case Notes 
  • Module 10: Client Files 
  • Module 11: Wraparound Classic Vs. Wraparound TCM 
  • Module 12: Supervised Parenting

In this module, we’ll give you an overview of what ClientTrack is, why it’s important, and answer some questions you may have about our agency database. 

Take the Quiz

Total length: 6:09 


In this module, we’ll review some critical information about data security as well as simple steps you can take to keep client data secure. 

Take the Quiz

Total length: 2:12 

In this module, we’ll review data-related roles and responsibilities at FamilyWise, and give you some important information about who to contact for different issues you may have related to ClientTrack. 

Take the Quiz

Total length: 2:41 

In this module, we’ll review some foundational information about ClientTrack itself, including an overview of some of the most commonly used functions, forms and menus in our agency database. 

Take the Quiz

Total length: 14:40 

No Content

In this module, Supervised Parenting Monitors will review everything you need to know in order to effectively use our database, including entering services and uploading case notes.

Take the Quiz

Total length: 11:06