Profile Personal Information


Personal Information stores important personal information about the person you are helping such as name, email address and phone number so that you can easily view that information.

Additional fields, such as Patient ID, address, or zip code can be added for Professional and Enterprise customers to track even more information.

Information is stored securely and access to that information is controlled by the Customer to protect the person being helped's Personally Identifiable Information (PII).

Table of Contents
How it Works
Standard Fields
Custom Profile Fields & Unique Identifiers

How it Works

Seeker Profiles are automatically created any time a referral is made/received, or an Assessment has been completed for someone you're helping. At that point, the Seeker's Profile is available to them in their People I’m Helping Dashboard, and it will contain the Personal Information that was used to complete the referral or Assessment.

Personal Information appears in the left sidebar on the Seeker Profile, and shows all the most recent contact info that you or your team has entered about the person you're helping. This data is editable by anyone who has access to the Seeker Profile. Any referrals of Assessments submitted with new information will update the Seeker’s Personal Information.

Personal Information can be edited in the Seeker Profile Information pane by clicking “Edit Personal Info”.


The People I’m Helping Dashboard refers to these fields to allow you to search by name, phone number, email address, or ID number to look up the people you have previously helped. The People I’m Helping menu can also be filtered by the multiple choice and date fields.

Similarly, information in these fields can be pulled into Connect/Referral forms and Assessments for efficiency.

Additional Custom Profile Fields can be added as well.

Standard Fields

Standard fields in the Seeker Profile Information are:

  • First Name

  • Last Name

  • Email

  • Phone Number

Custom Profile Fields & Unique Identifiers

Custom Seeker Profile Fields can be anything except Social Security Number. These fields can only be viewed and updated by provisioned users on a Customer Site. Some examples are:

  • Unique ID numbers like Patient ID, Medicaid ID, Medical Record Number

  • Preferred Language

  • Date of Birth

  • Navigation or Follow up Dates

  • Stage of Navigation (new, in navigation, closed)

Custom Seeker Profile Fields are limited to a single Customer Site and cannot be shared across Customer Sites. Only standard fields will show across sites.

Unique Identifier

A unique identifier is a way of connecting Assessments, Referrals and Appointments to a single person you're helping, even if they have different contact information. 

Identifiers must uniquely identify a specific user


  •   An ID number may be an identifier, because there is only one ID associated with that person.

  •   Date of birth is not an identifier because multiple people can have the same birthday.

Identifiers are searchable in the People I’m Helping Dashboard and will appear on as optional fields in the Connect form, for logged in provisioned site users.

Profile Field Formats 

Profile Fields can have different formats

  1. Dates

    • Can be filtered on the People I’m Helping Dashboard

  2. Multiple Choice

    • Fields that are multiple choice can be added as a drop down on the People I’m Helping Dashboard

    1. Example: Stage of Navigation (new, in navigation, closed)

  3. Text Fields

    • Can be searched for on the People I’m Helping Dashboard if they are a Unique Identifier. For example, you can search for a user ID.


When in Seeker Context, information from the Personal Information section will autofill:

  • Connect/Referral Forms
  • Assessments


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