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:
- Search Button
Examples may include:
- Resident ID
- 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: