Dorothy Ho
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Articles
Recent activity by Dorothy Ho-
Reporting: Orientation to the Reporting module, 06.2026 update
Reporting is a part of the app that will give you the ability to run and download your own templated reports! In this article we'll orient you to how the reporting module works and the different fi...
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06.2026 Product update: Note field updates
What We are making updates to the client chart to help you capture more information about what happened during your client visits! Here are the highlights of what’s changing:1. Keep track of who yo...
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Notes: Creating a Note in the Client Chart, 06.2026 update
The Notes section is where you keep track of all your work with each client — from your very first meeting to every follow-up along the way.To get to the Notes section, find your client in the clie...
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Outreach Report: 06.2026 Update
The Outreach report is all about how your programs did with outreach and enrollment. With the Outreach report you'll be able to answer questions like:How many clients have I outreached?What percent...
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Enrollment Planner: Overview
What is the Enrollment Planner? The Enrollment Planner is a tool for supervisors (managers and directors) to: Set enrollment goals for their programs Track progress toward those goals Schedule on-...
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Network Diagram
Network Diagram as of 11.09.23
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Activity Report: 06.2026 Update
In this article we'll go through the Activity report and what the different metrics mean. When you download the report, it will be a CSV file. We recommend opening it in a spreadsheet program like ...
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Enrollment Planner: Setting an Enrollment Period and Goals
Defining your enrollment goal period and enrollment goals The first step in using the Enrollment Planner is setting your enrollment goal period and enrollment goals. The enrollment goal period is...
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Progress Report: 06.2026 Update
OverviewThe Progress report tells you about the progress being made by clients who are still enrolled. While the Closeout report covers what happened only for clients who have closed out, the Progr...
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06.2026 Product update: Reporting updates
WhatWe’re giving the reports an update to match the updates in the app and to add new metrics. Here’s what’s changing: Coordinators on reports. Coordinators can play a big role in supporting client...