Dorothy Ho
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Articles
Recent activity by Dorothy Ho-
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...
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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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Client list: Default view
Let's learn how to navigate the client list. After you log in as a CHW you'll be taken to the Clients where you'll see a list of clients in your organization. This list includes clients at all diff...
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Enrollment Planner: Viewing the enrollment tracker bar
Orientation to the enrollment tracker bar The enrollment tracker bar helps you keep track of how many clients have been enrolled at an organization, program, and CHW level. As mentioned in Enrollme...
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Enrollment Planner: Setting an Enrollment Period and Goals
Defining your enrollment goal period and enrollment goals The first step in using the Enrollment Planner is setting your enrollment goal period and enrollment goals. The enrollment goal period is...
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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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Enrollment Planner: Creating enrollment events for your team
To start creating enrollment events for your team click on the green plus button in the upper right of the calendar: You’ll see a side panel appear. To create a new shift you’ll have to fill out...
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Release Notes version 1.0.3
Date of Release: April 10, 2024 Updates Additional values added to the Time Spent field The Time Spent field for client notes is being updated to include additional values that are less than 15 m...
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Network Diagram
Network Diagram as of 11.09.23