Data Entry
- VESTA Dashboard Refresh 2026
- Using a signature pad for VESTA
- How to attach files to a client record
- Recording Income benefits health insurance and special needs
- How to record an Annual Assessment
- Rental Data Form for RRH and PH
- How to add a photo to a client record – this is optional.
- Searching for Clients
- Add a Client / Intake a Client
- How to delete a client Intake
- Exit a client
- Auto-exit policies for Night-by-Night shelters and Street Outreach projects
- Data – Sharing and Symbols
- Client ●Shared Documents - how to access
- Housing Move-In Date
- Assigned Case Worker
- VESTAdocup - how to scan and upload documents
- Data –VESTA Document Upload w/ plug-in extension instructions
- VESTA Demo – How to access the Demo site
- Household Changes – Adding and removing household members
- Homeless Certificate Icons – Certificate Types
- Error Alerts – How to manage error alerts
- Project Start Date
- VESTA Terminology (ADD, EDIT, UPDATE, CHANGE)
- VESTA for ETO Users