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Every question answered here comes from the product as it works today. Each article opens with the answer, then the detail.

Everyone

  • How do I sign in to Lift Right?

    Lift Right accounts are invite-only, so you cannot sign yourself up. An administrator invites you and you set a password. After that you sign in with a 6-digit code emailed to…

  • What is on the Lift Right dashboard?

    Your day in one screen. The intake funnel across the top shows how many people are at each stage. Below it, caseload, needs and funding mix as charts, an Overview column of…

  • How is a case structured in Lift Right?

    An organization holds programs, each funded by a grant. People enter through intake, get a baseline reading across twelve life domains, then work through service lines on their…

  • How does intake work in Lift Right?

    Intake is dynamic. A short set of questions works out which areas of life are in play, then it goes deeper only in those, so two people answering honestly see different…

  • What is a baseline reading?

    A baseline reading is the first score taken across twelve life domains: housing, employment, health, language, legal and the rest. Every later reading is measured against it.…

  • Where do I find everyone my team is working with?

    All Participants. One directory across every program, with phase, language, program and grant on the same row. Search by name, email, phone, country or language, then narrow…

  • What is a program in Lift Right?

    A program is how work is grouped, and how a funder sees your outcomes. Each one is tied to the grant that funds it, carries its own service area, and has its own dashboard and…

  • What is Delmar?

    Delmar is the support assistant built into Lift Right. Ask a question in plain language and the answer arrives in a panel beside what you were doing, rather than in a help…

  • How does Lift Right handle privacy and safety?

    Five principles. Least access by default. Nothing is silently deleted. Safety screens surface crisis resources without ever blocking someone from finishing an intake. Validated…

Org admin

  • How do I set up Lift Right for the first time?

    Five steps, in order, on your dashboard. Add your funding, set up your programs, invite your team, collect your self-serve intake link, and run one intake end to end. The list…

  • Who can see what in Lift Right?

    Four roles: Client, Caseworker, Org Admin and System Admin. Caseworkers see their own caseload. Administrators see the whole organization. Participants see only themselves.…

  • How do I route a new intake to the right program and caseworker?

    Completed intakes land in a queue on your dashboard. Each row shows the person's ranked needs as pills, with any safety flag first. You pick the program and the caseworker,…

  • How do I track a grant in Lift Right?

    The Grants page holds each award with its funder, amount and period, and shows how many people are enrolled under it. Programs are tied to the grant that funds them, so…

  • How do I build a funder report?

    Lift Right holds each funder's measures, targets and reporting periods. Figures your team already recorded are calculated for you, saved as they stood when you recorded them,…

  • How do I see how our whole organization is doing?

    Data and Insights. Organization-wide or per program, over any period. Five headline figures, then average baseline against latest score for each of the twelve life domains,…

  • How do I invite staff and manage access?

    Users and Roles is where you invite staff, change a role, and remove someone. Removals are dated exits rather than deletions, so history is preserved. View as lets an…

  • What are categories in Lift Right?

    Categories are the service areas your organization works in, chosen during setup. They shape what the product offers your team, which service lines are available on a pathway,…

Caseworker

  • What is the Pathway in Lift Right?

    Pathway is where the work happens. One screen per participant holding service lines with stages and tasks, the service log, case notes, documents, consent records, readings,…

  • How do I send a referral and find a provider?

    Send a referral from a participant's pathway and track it through to whether the person actually connected. Referral Partners holds the organizations your team has vetted.…

  • What does a participant see in Lift Right?

    Participants sign in to their own Launch Pad. They see their stage, their plan, the services they are working on, and any note their caseworker chooses to share, and they can…

Participant