Dorothy Ho
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Articles
Recent activity by Dorothy Ho-
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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09.11.25 Product update: Screener updates
We’re making updates to categories in the Screener and Type of Support on September 11, 2025!What: We’re updating the wording of a few questions in the Screener and renaming one Type of Support.Why...
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Statuses: Definitions
Statuses: DefinitionsThroughout a client's time with your program, they will go through different stages, for example from being eligible for the program to working with a CHW to completing their p...
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09.11.25 Product update: AI Scribe
A new feature called AI Scribe is arriving in the IMPaCT app on September 11!What: AI Scribe is a feature that records and summarizes client conversations. It acts like an expert note-taker that ke...
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Statuses: Updating client status
Client status in the client chart When you're looking at a client's chart, you'll see their status located under their IMPaCT ID on the left hand side of the page. You can update their status at an...
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Files: Managing client files
Introduction to FilesThe Files section is where you can upload, store, and review any documents or images related to your client work. Everything is stored right in the client's chart so you can ea...
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08.04.25 Product update: Custom highlighting on the client list
An update to the client list is coming the week of August 4!What: We’re updating the client list to allow customization of “Last Contact” and “Mgr Review” date-highlighting rules! Currently these d...
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07.08.25 Product update: Outreach report updates
We’re updating the Outreach report on July 8! What: We’re updating the Outreach report to integrate the removal of the Maybe status and the addition of the Ineligible status. (Read more about those...
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Notes: Types of Support
When entering notes for client encounters, selecting the “type of support” from the drop down menu helps define and categorize what was accomplished during that encounter. You can select as many ty...
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07.08.25 Product update: Ineligible status
There’s a new client status coming to the IMPaCT app on July 8! What: A new client status called “Ineligible” is being added to the IMPaCT app. This is for clients who are not yet enrolled and no l...