Dorothy Ho

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  • AI Scribe: Using AI Scribe to create notes

    About AI ScribeAI Scribe is a feature that records and summarizes client conversations. It takes a recording of a conversation, transcribes it, then sends the transcript to an AI tool to create a s...

  • 07.08.25 Product update: Simplified statuses in the client outreach workflow

    We’re updating client statuses in the IMPaCT app on July 8! What: We are simplifying client statuses in the IMPaCT app in 2 big ways: 1) Stopping automatic cycling of client statuses, and 2) Removi...

  • AI Scribe: FAQs for CHWs

    Overview1. What is AI scribe?AI Scribe is a new feature that records and summarizes client conversations. It acts like an expert note-taker that keeps track of everything you discuss and creates a ...

  • 05.26.25 Product update: Z codes

    An update to your Notes is coming the week of May 26, 2025!   What: We are adding a field called “SDOH Z codes” to the Note details. SDOH stands for social determinants of health and the SDOH Z cod...

  • 04.29.25 Product update: Insurance numbers

    We’re making an update to the client profile on April 29! What: We’re adding in space for you to keep track of your clients’ insurance plan number and add information for multiple insurance plans i...

  • My To-dos

    Introduction to My To-dos My To-dos is a master list that brings together all of your clients’ To-dos into one place that you can access from anywhere in the app. My To-dos makes it easier to stay ...

  • 04.29.25 Product update: Presets

    A new feature called Presets is arriving in the IMPaCT app on April 29! What: Presets are pre-made roadmaps with Goals and To-dos that can be easily added to your clients’ Roadmaps. Why: Presets ar...

  • 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...

  • 04.29.25 Product Update: Impact report

    A brand new report is hitting your IMPaCT app on April 29!  What: The Impact report tells you about the impact your program had on the lives of the clients you served.  It includes Key Performance ...

  • Roadmaps: Adding preset Roadmaps

    Presets are pre-made roadmaps with Goals and To-dos that can be easily added to your clients’ charts. They are great for common roadmaps that are used with many clients and for important roadmaps y...