The People I’m Helping Dashboard and Seeker Profile pages enable you to keep track of the people you are helping, and how you are helping them.
How it Works
The “People I’m Helping” Dashboard is the search page where you access a list of Seeker Profiles people you have helped via:
- Referrals you've made
- Referrals you've received or added (Programs)
- Assessments you've made
To access the People I'm Helping Dashboard, from the main menu choose People I’m Helping > People.
By default, you can search by the first and last name of the person you're helping, or their email address.
Enterprise Customers, or Customers with Custom Seeker Profile Fields enabled will have additional search and filtering options.
Additional Filters on the People I’m Helping Dashboard
Professional and Enterprise Customers can add additional, “Custom Seeker Profile Fields” to the Seeker’s profile. The information in these fields can then be used to find Seekers on the People I’m Helping Dashboard, depending on the kind of Custom Seeker Profile Field.
Free text custom fields can be searched on, and structured fields will become filters:
Dates - Can be filtered on the People I’m Helping Dashboard
Multiple Choice - Fields that are multiple choice can be added as a drop down on the People I’m Helping Dashboard
Text Fields - Are not searchable except for Unique Identifiers
For example, you can search for a patient ID. You can also filter by Custom Fields like follow up date, navigation status, and more. Check out the Custom Seeker Profile Fields section on the Seeker Personal Info article to understand how these work.
All columns can be sorted by clicking on the column name.
Flagging Seeker Profiles
Seeker Profiles can be flagged for follow up and will remain at the top of the list on the People I’m Helping Dashboard. This is a site-wide setting, meaning the Seeker Profile will be flagged for all users who have access to that profile.
To flag a profile:
Navigate to a Seeker Profile by clicking on a name
In the top right-hand corner you can click the flag button
The flag can be removed in the same way it was applied.
Searching for Programs for Seekers
The "Start a Referral" column has a link for each row that starts a program search in seeker context for that Seeker.