8.13.2021 - Profile Summary

We have added a Profile Summary to the People I’m Helping Dashboard!

Care Managers can now view a Summary of a Seeker’s Profile without ever leaving the People I’m Helping Dashboard! 

The “Summary” includes:

  • A Seeker’s personal information such as their name and contact information (if provided)
  • A chronological list of a Seeker’s referrals
  • A link to the Seeker’s full profile where you can view and interact with goals, documents, households and more 

On the Dashboard, Care Managers can click the "Summary" button next to each Seeker to view their Profile Summary.

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