Dorothy Ho
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Articles
Recent activity by Dorothy Ho-
07.2026 Product Update: Preset updates and triggers
WhatWe’re updating presets so that you can:1. Have more detailed goals in your presets: Previously, the dotphrase you used to find a preset was the same as the name of the preset goal. Now the dotp...
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07.2026 Product Update: Note updates and AI Scribe for desktop
WhatWe’re making it easier to create notes in the IMPaCT app! Here’s what’s coming: Leave a note from the client list following status changes: In addition to changing status from the client list...
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07.2026 Product Update: Client list updates for outreach and enrollment
WhatWe’re updating the client list so you can complete outreach and enrollment workflows all in one place! Here’s what’s coming: MRNs on the client list: We’ve replaced the IMPaCT ID with the MRN...
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06.25.26 Product update: Reporting bug fixes
We recently completed another review of the reporting features in the IMPaCT app following the recent 6/6/26 app update and wanted to share with you the issues that we found. These have all been re...
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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