ClientTrack Rules Designer

ClientTrack contains a set of tools to help the user determine if a client is eligible for participation in a Program, Grant, Referral and Service. Rules may be created and applied to any combination of the four supported resources – Grants, Programs, Referrals and Services. Rules may also be based on various tables collected by any form or assessment. The Eligibility Rule Edit form presents detailed instructions on how to create Comparison Values, which may contain formulas.

rules

Below is a screen shot of some of the rules used to determine eligibility for the Food Stamp program.

rules