6.17.2021 - Custom Fields in People I'm Helping Dashboard

The People I'm Helping Dashboard enables Care Managers to keep track of the people they are helping. It is a searchable dashboard where you see a list of people you have helped via:

  • Referrals you've made
  • Referrals you've received / added (programs)
  • Assessments you've made

From here, you will see a list of the people that you're helping and key information about them. Customers may opt to collect additional information about the people they’re helping, using Custom Profile Fields.

Standard information includes:

  • Name
  • Search Button
  • Email
  • Phone 
  • Flagged

Now, the People I'm Helping Dashboard will support Custom Profile Fields so Customers can display the information that they want in the columns of the Dashboard.

Examples may include:

  • MRN
  • Resident ID
  • Birthday
  • Follow-up date
  • Preferred language
  • Street address

Customers can work with their Customer Success Managers to set up these Custom Fields.

Dashboard with Standard Fields:

Dashboard with Custom Fields:

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