Dorothy Ho
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Articles
Recent activity by Dorothy Ho-
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...
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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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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...
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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...
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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 ...
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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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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...
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Medical Visits (previously called Clinical Encounters)
Of note, this feature was previously called Clinical Encounters. It was renamed to Medical Visits in December 2025Medical Visits is a feature that helps you track your clients’ past and upcoming do...
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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 ...
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April 2025 Product update: Health Tracker charts
An exciting upgrade to the Health Tracker is arriving in April! What: We’re adding charts to the Health Tracker! For each metric you’re tracking you’ll see a chart that shows all the values that ha...