Astrid Bucio-Marin

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Activity overview

Latest activity by Astrid Bucio-Marin
  • Astrid Bucio-Marin created an article,

    07.2026 How to use AI Scribe

    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...

  • Astrid Bucio-Marin created an article,

    07.2026 How to Create a Note from the Client List

    Since the client list is your hub for outreach you have the option to create notes from the client list. Depending on your workflow you may have already completed your outreach to your client and n...

  • Astrid Bucio-Marin created an article,

    07.2026 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 diffe...

  • Astrid Bucio-Marin created an article,

    How to document common encounter types, Z-codes and editing notes 06.2026 Update

    How to log a phone call When logging a phone call there are fields that need to be populated to help document how much time you are spending following up with clients, if you reached them and how y...

  • Astrid Bucio-Marin created an article,

    How to log a Manager Review 06.2026 Update

    The Manager Review button will open up a window that will allow managers to document more information when reviewing a CHW’s work. They will be able to document when they did the review, how long t...

  • Astrid Bucio-Marin created an article,

    Client profile 06.2026 Update

    The client profile holds all of the important details about clients you're working with. How about a deep dive look at the client profile?Navigating to the client profileTo reach the client profile...

  • Astrid Bucio-Marin created an article,

    06.2026 Product update: Client Profile updates

    What: We are making updates to the Client Profile Page to help you capture more detailed client information. Here’s what’s changing:1. New sections for Insurance and BillingWe’ve created a dedicate...

  • Astrid Bucio-Marin created an article,

    Billing Section 06.2026 Update

    New Billing Section for organizations that are billingThis section is intended for billers and coordinatorsIt helps you keep track of a client’s Billing Program, the Ordering Provider, and Billing ...

  • Astrid Bucio-Marin created an article,

    Setting up your IMPaCT application Login

    Welcome to the IMPaCT app! We're glad to have you here.Here’s how to get set up.1. First, you'll need an authenticator app on your phone. You might already have one such as Microsoft Authenticator,...

  • Astrid Bucio-Marin created an article,

    Troubleshooting Logging into the App using MFA

    FAQ Index for the most common Issues logging into the App:  1.  I am being prompted to enter a one time code but I  have not received a 6 digit number via or email, what do I do? 2. I scanned QR co...