Managing FastTrack Lists

FastTrack lists are shared across agency users to provide a common list of resources grouped for quick access or to help standardize agency reports. By organizing these lists case managers will find common resources more quickly and agencies will be able to create more effective resource reports.

This simple feature is a powerful way to organize common resources, but does require some planning within each agency.

  • Develop a plan to create and use of FastTrack lists in your agency
  • Identify criteria for selecting services
  • Organize resources in categories with meaningful names
  • Establish procedures to create, use, edit, and delete lists

Download Best Practices: Managing FastTrack Lists for more information.

FastTrack Lists Tips

FastTrack lists help users to quickly record Referrals and Services Provided on a client record. This feature of the Client Registry allows users at a single agency (based on Agency ID) to create, view, or edit Fast Tacks shared lists.

  • Lists are automatically shared within an agency, and should never be shared with all agencies in the FastTrack Service List Manager (MyTools)
  • FastTrack lists for Referrals and Services Provided are managed separately, but work in exactly the same way.
  • Lists are populated by Service Profiles in the Resource Database created by any agency. For more information, please see the Client Registry user guide.