Dorothy Ho
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Articles
Recent activity by Dorothy Ho-
11.13.24 Product update: Activity report
What: The Activity report tells you about what happened for enrolled clients —e.g. encounters, screenings, roadmaps— during a given time period. Why: This report includes clients at various stages...
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10.22.24 Product update: Client profile refresh and duplicates prevention
What: We are making a few changes to the client profile: We’re putting in a warning that will prevent folks from creating duplicate records for any client. We are adding a few extra fields like ra...
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10.22.24 Product update: Additional Screener questions and updated Type of Support categories
What: Have you ever thought: “Man, I’d love to be able to score my screeners so I know which clients have the highest risk?” We read your mind! We’re building a simple score for the screener that ...
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How to: Screener
Overview of the screener The screener is a tool that helps CHWs in client work and managers & directors in program management. For CHWs, the screener helps uncover client needs to consider when cre...
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10.22.24 Product update: MPI completion calculation, snapshot, and client list updates
What: We heard your feedback on the new features for the client list and are making the following updates: You: I did my MPI. Why is it showing up as incomplete on the client list? Us: Previous...
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Client list: Expanded columns and Action filter
The default view of the client list is information that you’ll see for all clients across all statuses. Now we’ll cover the fields that you see when you click on the large, teal arrow button on the...
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Client profile: Prevention of duplicate clients
Duplicate client warning: how it works Duplicate clients create a lot of confusion and re-work! To prevent this, the app checks whether a new client that is being created already exists in your org...
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09.02.24 Product update: Status management and status window
What: We’re updating the status pop-up. It’s what appears when you click on the “Update status” button. We’re also updating how certain statuses are managed. The changes are all based on your feed...
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09.02.24 Product update: Client list new features and enhancements
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 eligi...
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09.02.24 Product update: Reporting module release
What: This is what you’ve all been waiting for: a self-serve module where you can run and download your own templated reports! The very first report we’re releasing is called: the ‘Who Did We Reach...