What: We are putting the client list to work! It will now help you prioritize clients for tasks like outreach, running the list and Meet the Person (MPI). You’ll see new columns –e.g. Date of eligibility, MPI completion, Last Contact– that you can use to sort clients. You’ll also see an Action filter that you can use to figure out who needs what.
Why: Prioritization is the name of the game. These features help CHWs and managers prioritize their time and take the right action for the right people.
How: All these updates will be at your fingertips the week of Sep 2, 2024!
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The basics: take a few minutes to check out these core features
- Star: CHWs – you can now star/un-star clients! Use this little tag whenever you think a client needs a little extra support.
- Date Eligible column: Ever wonder: when did Mrs. Jones get added to my client list? Now ya know! The ‘Date Eligible’ column shows when the client became eligible for their current program. It gets updated if they show up on new eligibility feeds. You can sort by this column to ensure you are outreaching to the most newly eligible clients.
- Action Filter: It’s Monday morning. You have a few hours to do some home visits. Who should you see?? Use the Action filter to see who needs what. For example, see which clients need a visit because it’s been a minute since you last connected.
- List expander: If you’re looking for quick stats on each of your enrolled clients, click on this blue toggle. At a glance, you’ll see things like when they enrolled, when they’re supposed to graduate, whether you’ve done the MPI and how you are doing with their Roadmap goals.
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Pro-tips: take it to the next level by reviewing these features
- MPI: If you’re a CHW, check out the MPI column for new clients and clients that you’ve worked with for a while. Want to get all of your MPIs marked as complete? Make sure to complete all the parts of an MPI (note, screener and snapshot) for each of your enrolled clients!
- Manager Review: If you’re a manager, you’ll notice a Manager Review button on the Our Work page. Tap this button when you Run the List and you’ll have a time stamped record that keeps track of who you reviewed, when.
- Level-up: Check out this video walkthrough of what you’ll see and how to use the new features!
- Dig deeper: Get into the details of how the updated client list works.