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Client & Care Management

Assessment Tools

  • Assessments Overview
  • Guided Search
  • Highlighted Search
  • Program Recommendation Summary (PRS)
  • Kiosk Mode Overview

Client and Care Management Tools

  • People I'm Helping Dashboard
  • Seeker Profiles
  • Data Collection Forms
  • Documents
  • Forms
  • Goals
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Collaboration & Efficiency Tools

  • Team Navigation/Sharing
  • Navigation Notes & Cross-Organization Communication
  • Seeker Context

FAQ

  • What does each referral status mean?
  • Why isn't contact information showing in Inbound Referrals?

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